2023 E-Application

Welcome All!

Thank you for choosing to trust INDEPENDENT TAX SOLUTIONS for a new TAX SEASON! I am so grateful for your new and continued trust and support.

Please select your filing option below. To ensure a timely and accurate tax return preparation process, please complete all entries as best as possible before you submit your e-application. Enure that you submit your return after you have completed it.

We look forward to working with you tax preparation needs!
Please read and review all (5) Terms and Conditions in each individual box from top to bottom. When you have completed reviewing each box, click on the check box to verify.
Please select your filing service(s) below. You can select more than one option.*

W2(S) ONLY $550.00 + FEESW2 + SELF-EMPLOYMENT $775.00 + FEESSELF-EMPLOYMENT ONLY $650.00 + FEESADDITIONAL FORM ADDED $175.00FILING EXTENTIONS $175.00 [Fees paid upfront via invoice]PRIOR YEAR TAX PREPARATION $475.00 + FEESTAX SOLUTIONS IDENTITY IQ MONITORING SERVICES $306.00 + FEESFile Change Fee (After E-Signature has been received) $75.00Amendment (Changes after E-file has been accepted by the IRS) $175.00Business, LLC, 940/941 Returns $1000
TO ENSURE A FLAWLESS TAX PREPARATION & E-FILE EXPERIENCE:

1. Get a copy of your IRS Tax Record online. Know in advance if your PERSONAL TAX ACCOUNT is clear of any debts or prior years processing errors. If there is a debt owed or pending processing errors, contact an IRS Tax Advocate for additional instructions first, then continue your E-Application and provide those instructions below in TAX ACCOUNT & FILING HISTORY TAB.

Offset Automated Line 800-304-3107

Get My Tax Record From The IRS Now

IRS Tax Advocate Assistance

2. Provide all verification documents before submitting your application. Make sure your drivers liscense is not EXPIRED. If the address on your ID is different from the address you provide on your E-Application, please explain why. These little details can cause IRS processing delays.

3. Make sure that you have ALL OF YOUR DOCUMENTS BEFORE YOU SUBMIT YOUR E-APPLICATION. The majority of processing delays are due to missing documents. Wait until you have EVERYTHING BEFORE YOU SUBMIT YOUR E-APPLICATION.

4. Make sure YOU ENTER YOUR PERSONAL INFORMATION CORRECTLY. What you enter in your E-Application is transmitted to the IRS. If it is entered incorrectly, it is transmitted with ERRORS which will cause processing delays.

YOU CAN SAVE YOUR APPLICATION AND FINISH LATER IF NEEDED!

A Message From The IRS:

Avoid refund delays and understand refund timing

Top 3 Reasons for IRS Tax Return & Tax Refund Processing Delays!

Many different factors can affect the timing of your refund after we receive your return. Although the IRS issues most refunds in less than 21 days, the IRS cautions taxpayers not to rely on receiving a refund by a certain date, especially when making major purchases or paying bills.

1. Identity Theft and refund fraud. Some returns may require additional review and may take longer. The IRS, along with its partners in the tax industry, continue to strengthen security reviews to help protect against identity theft and refund fraud.

2. IRS cannot issue EITC and ACTC refunds before mid-February. Refunds for people claiming the Earned Income Tax Credit (EITC) or Additional Child Tax Credit (ACTC) can't be issued before mid-February 17th-25th. The law requires the IRS to hold the entire refund − even the portion not associated with EITC or ACTC.

If you can hold off on filing until after January 25th you can avoid the EITC MANDATORY TAX REFUND HOLD.

Returns requiring manual review. Some returns, filed electronically or on paper, may need manual review delaying the processing if our 3. systems detect a possible error, the return is missing information, or there is suspected identity theft or fraud. Some of these situations require us to correspond with taxpayers, but some do not. This work does require special handling by an IRS employee so, in these instances, it may take the IRS more than the normal 21 days to issue any related refund. In those cases where IRS is able to correct the return without corresponding, the IRS will send an explanation to the taxpayer.

LET'S GET STARTED!
CLICK YOUR FILING STATUS BELOW:

FILING AS SINGLE [W/DEPENDENT(S)]

FILING AS HEAD OF HOUSEHOLD

FILING AS MARRIED FILING

JOINTLY/SEPARETLY

FILING AS A WIDOW/WIDOWER
THANK YOU IN ADVANCE FOR YOUR BUSINESS AND SUPPORT!
Select your correct client status.*
What tax year do you need preparation assistance for?*

2022202120202019
Upload a PICTURE of yourself holding your valid ID*

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Upload a CLOSE UP VIEW of just the FRONT OF YOUR ID HERE.*

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Full Name*

First NameLast Name
Birth Date*

MonthDayYear
Social Security Number*
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Is the address on your ID different then the address you will use on your return?
Please provide any additional / important information regarding your mailing address if different from your filing address.
Phone Number*
E-mail*
example@example.com
Please provide any additional information regarding your previous tax filing history to help us avoid any unseen tax processing delays such as: PAST DUE IRS DEBT, CHILD SUPPORT, STUDENT LOANS, GARNISHMENTS, TICKETS & FINES FROM STATE AND COUNTY.
Upload your IP PIN here
Upload IP PIN

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Additional IP PIN Letters

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Please select ALL that applies to you.

New BabyMarried, Separated, DivorcedDisabledMilitaryFirst Time Home OwnerCollege StudentRelocatedBankruptcyDeceased PersonNone of applyOther
Upload any additional documents here

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Upload any additional documents here

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Upload any additional documents here

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Did you purchase health care insurance through the Marketplace?
Upload Form 1095-A

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Do you own or lease an ELECTRIC VEHICLE?

YESNO
Make and Model of your Electric Vehicle
VIN Number for your Electric Vehicle
Year you leased/purchased it
Please upload your purchase verification & vehicle battery information

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Please upload a clear copy of your 1098T Form here. Verification is required to receive the credit.

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Please select YOUR filing status below and click on YOUR FILING STATUS tab only!*
Can "YOU" be claimed on another person's tax return for the same year?
Are you claiming any dependents?

Yes [Enter dependents in HEAD OF HOUSEHOLD TAB]No
Please select the option that best describes your living situation
Is anyone else allowed to you use your address on their tax return?

YesNo
Did you provide more than 50% of the financial support to maintain your household for you and your dependent(s)? Rent? Utilities? Food?

YesNo
Did anybody besides you contribute to the financial support and up keep of the home for more than six months?

YesNo
Did anybody else provide care and support for your dependent(s) besides you for more than 6 months?

YesNo
Does anybody else have permission to file your dependent(s) on their tax returns for the same calendar year you are filing them?

YesNo

Please enter each qualified dependent below. You must upload a birth certificate and social security card for each dependent listed below. If you a returning client and your dependents VERIFICATION DOCUMENTS are already on file, please click on RETURNING CLIENT option below. YOU ARE STILL REQUIRED TO MANUALLY ENTER EACH DEPENDENT BELOW to legally add them to your return.

	First Name	Last Name	Boy/Girl	Date of Birth	Social Security Number	Relationship Status	Dependent Care Expenses	Dependent Care Expenses Amount	Child lived with you for 6 months or more	Is this dependent disabled?
Dependent 1
Dependent 2
Dependent 3
Dependent 4
Other Dependent

Dependent Documentation Status? YOU ARE STILL REQUIRED TO ENTER EACH DEPENDENTS INFORMATION MANUALLY in the chart above.
Upload all Birth Certificates and Social Security Cards here.
Birth Certificate & Social Security Card (side by side)

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Birth Certificate & Social Security Card (side by side)

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Birth Certificate & Social Security Card (side by side)

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Dependent 1 - Birth Certificate
Dependent 1 - Social Security Card
Dependent 2 - Birth Certificate
Dependent 2 - Social Security Card
Dependent 3 - Birth Certificate
Dependent 3 - Social Security Card
Dependent 4 - Birth Certificate
Dependent 4 - Social Security Card
Do you have more than (4) dependents? Please click the (+) sign to add as many additional dependents that you need. Please use the UPLOAD option for all additional BIRTH CERTIFICATES AND SOCIAL SECURITY CARDS
Additional Birth Certificates & Social Security Cards

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Company Name [Daycare]
Day Care Provider
Name [Individual Provider]

First NameLast Name
EIN or SSN of who provided the care
Address where childcare was provided

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Total amount paid to the individual /daycare provider
Enter the total amount paid for dependent care expenses.
How are you filing?

Married Filing JointlyMarried Filing Separately
Spouse

First NameLast Name
Spouse Birth Date

MonthDayYear
Spouse Social Security Number
Husband or Wife?

HusbandWife
Does the SPOUSE have income?

YesNo
Income Source

W2SELF-EMPLOYMENT [complete SELF -EMPLOYMENT STATEMENT]W2 & SELF-EMPLOYMENTOther
SPOUSE ID
SPOUSE INCOME STATEMENT
SPOUSE INCOME STATEMENT
Upload a clear picture of the spouses ID here

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Upload a clear picture of the spouses income here

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Do you have dependents to claim?
Dependent 1 - Full Name

First NameLast Name
Relationship?

SONDAUGHTER
Birthdate

MonthDayYear
Date
Social Security Number
Dependent 2-Full Name

First NameLast Name
Relationship?

SONDAUGHTER
Birthdate

MonthDayYear
Date
Social Security Number
000-00-0000
Dependent 3-Full Name

First NameLast Name
Relationship?

SONDAUGHTER
Birthdate

MonthDayYear
Date
Social Security Number
000-00-0000
Dependent 4-Full Name

First NameLast Name
Relationship?

SONDAUGHTER
Birthdate

MonthDayYear
Date
Social Security Number
000-00-0000
Upload multiple verification documents here

Birth Certificate and Social Security Cards
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Who Passed Away?
If a Spouse, did your SPOUSE earn income before passing?

YesNo
Name

First NameLast Name
Birthday
Social Security Number
Date of Passing

MonthDayYear
Date
Please add any additional DEPENDENTS who passed UNDER 17 YEARS OLD here by clicking the + symbol below.
Do you have a copy of the Death Certificate?
Do you have any FUNERAL EXPENSES?
Upload a COPY of the DEATH CERTIFIATE here

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Upload a clear photo of the EARNED INCOME STATMENT

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Upload a clear picture of your dependents birth certificate if under the age of 17.

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Upload copies of any funeral expenses here.

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Select your EARNED Income source below you will use to report on your tax return.*
Are you filing with W2 income?*
Do you have W2 income to file? You must provide a copy of your W2 statements below. Verify that all copies are uploaded and clear before submitting your E-Application.*

YesNo
W2/ 1099 / OTHER INCOME STATEMENTS

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W2 / 1099 / OTHER INCOME STATEMENTS
W2 / 1099 / OTHER INCOME STATEMENTS

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W2 /1099 / OTHER INCOME STATEMENTS

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Did you use your personal vehicle to EARN EXTRA INCOME out side of your 9-5 job?*
W2/1099 MISC/OTHER
W2/1099 MISC/OTHER
W2/1099 MISC/OTHER
W2/1099 MISC/OTHER
Are you filing Self-Employment Income?

YesNo
Are you filing Self - Employment Income, Side Gig, ?*
What is your Self-Employed status?
How will you provide your Self-Employment Statement?

I would like to use the SAME SELF-EMPLOYMENT STATEMENT I submitted last yearI will upload my own PROFESSIONAL BUSINESS income and expense statementI will upload my own WRITTEN business income and expense statementI will complete the Self-Employment Statement provided in my E-Application on my ownI will upload my BUSINESS BANK STATEMENT
Do you have an EMPLOYER IDENTIFICATION NUMBER from the IRS?
If your business is already registered with the IRS, please upload a clear picture of your certified EIN letter from the IRS in the next box.
IRS EIN Letter (if available)
What type of service do you provide / offer (if applicable)?
Please provide a brief description of the type of business you have / services you provide.
You must describe your business/services
Are you a REGISTERED SELF EMPLOYED PROFESSIONAL? (You are registered with the IRS, State, County, Duns Number, Sam.gov, Nav, Google)
When did you start your business / providing services?

MonthDayYear
Date
How often do you operate your business / provide services?
Do you operate your business or provide services at your home address?
Business Address if different from filing address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you operate your business and /or provide services by yourself?
How do you receive your pay?
Do you have a PROFESSIONAL SELF EMPLOYED ACCOUNTING SERVICE(Quick books, personal accountant) ?
How would you like to verify your business income/activities?
OPTION #1 - Upload a copy of your BUSINES & E statement here.

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Please complete the ENTIRE SELF-EMPLOYMENT STATEMENT if you do not have a BUSINESS PROFIT & LOSS STATEMENT, BUSINESS BANK ACCOUNT STATEMENT OR ANY OTHER VERIFICATION TO PROVIDE.

Please enter a response in all spaces. If you did not earn any income or pay any expenses in a particular month, put a 0 in those boxes. An entry is REQUIRED in ALL BOXES.

	Did you earn income in this month?	How much income did you earn?	Did you pay operating expenses from this income?	Please list all expenses paid for this month.	Do you have receipts for these expenses?	Did you pay anybody to help you provide your services?	How much did you pay for their assistance	Did you file a 1099 ?	Did your business / service require you to travel?	How many miles?	Estimated Cost of gas?
January
February
March
April
May
June
July
August
September
October
November
December

Income & Expense Calculator
Provide any additional information on your business / service here.
Total of all income earned
Total of all expenses paid out
Upload any additional documents needed for your business tax return file.

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Are you still in business and or / providing your services?

YesNo
Was your Business/Self Employment Income effected by the COVID-19 Pandemic in tax years 2020 and 2021?
Upload Self Employed Income Statement
Take a picture of any business receipts
I agree and accept the SELF EMPLOYMENT STATEMENT ABOVE.

Clear
Tax Refund Disbursement Options*

Sent from From The Department Of Treasury directly to your bank (FEES PAID NOW) Option 1Sent from Department of Treasury to The Third Party Tax Bank THEN it's sent to your bank (FEES PAID LATER) Option 2
Receive your tax refund directly from the Department of Treasury (preparation fees are paid up front) Option #1*
Receive your tax refund from the TAX REFUND PROCESSING BANK (preparation fees will be deducted from your refund(s) Option #2
Bank Name*
Bank routing number*
Bank account number*
Deposit account type?*
Is this account in your name?*
Please upload a clear copy of your routing and account number. ( Hand written documents are not accepted)*
I have reviewed all "What's Next" Slides in detail.*

Yes
How did you hear about to Tax Solutions Tax Preparation and E-Application Services?*

Personal ReferralGoogle SearchFacebook AdsInstagram AdsTikTok AdEmail MarketingNone apply
Who Referred You?

First NameLast Name
Enter their Email address here
example@example.com
Referral Name 1

First NameLast Name
Referral E-mail 1
example@example.com
Referral Name 2

First NameLast Name
Referral E-mail 2
example@example.com
Referral Name 3

First NameLast Name
Referral E-mail 3
example@example.com
Referral Name 4

First NameLast Name
Referral E-mail 4
example@example.com
Referral Name 5

First NameLast Name
Referral E-mail 5
example@example.com
Should be Empty: