Get To Know You Form
Tax Period Ending December 31, 2025
Taxpayer Information
Only Enter Taxpayer Information Here
Filing Status
*
Single
Married filing Joint
Married filing Single
Head of Household
Widow/Surviving Spouse
Tax Payer Name
*
First Name
Last Name
Suffix
IP PIN if applicable
Assigned by IRS
Social Security Number
*
Enter social here
Email Address
*
This field must be completed
Tax Payer Phone Number
*
Please enter a valid phone number.
Address
*
Street Address
Apartment, Suite, Floor, Bldg
City
State / Province
Postal / Zip Code
Upload your Drivers License/State ID and social security card here:
*
Browse Files
Drag and drop files here
Choose a file
This field must be completed
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Upload Tax Documents Here (W2, W2g, 1099s, Profit and Loss/Income Statement, etc:
*
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Choose a file
This field must be completed
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of
Spouse Information
If applicable
Spouse Tax Payer Name
First Name
Last Name
Suffix
Spouse IP PIN if applicable
Must be different than tax payer
Spouse Social Security Number
Must be different than tax payer
Spouse Email Address
Must be different than tax payer
Spouse Phone Number
Please enter a valid phone number.
Spouse Drivers License/State ID and social security card here:
Browse Files
Drag and drop files here
Choose a file
This field must be completed
Cancel
of
Spouse Tax Documents Here (W2, W2g, 1099s, Profit and Loss/Income Statement, etc:
Browse Files
Drag and drop files here
Choose a file
This field must be completed
Cancel
of
Dependents
if applicable
Dependant #1 Information
Dependant #2 Information
Dependant #3 Information
Dependant #4 Information
Upload Dependent Documentation here: (ssc, daycare receipts, proof of relation)
Browse for Files Here
Drag and drop files here
Choose a file
example: Social Security Cards, daycare receipts, proof of relation, etc as needed
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Additional Deductions Checklist
*
Yes
No
PARTICIPATE IN HSA WITH EMPLOYER. IF YES UPLOAD FORM 5495-SA from employer.
HEALTHCARE.GOV, MARKETPLACE INSURANCE? IF YES UPLOAD FORM 1095-A from Marketplace.
SOLAR INSTALL? IF YES UPLOAD CERTIFICATE or PURCHASE DOCUMENTATION
PURCHASE A GREEN ENERGY VEHICLE OR FLEX FUEL? UPLOAD PURCHASE DOCUMENTATION
Would you like to participate with any of the following options:
*
Yes
No
Refund Transfer (pay fees via tax refund)
Audit Protection Plus? ($129.95) provides 1 million dollars of audit defense and identity theft protection if needed)
Fast Cash? (an advance on your tax refund)
Fast Forward Service? (get your refund up to 5 days faster for $25.00 fee, no interest)
How would you like to receive your refund?
*
Please Select
Direct Deposit (14.95)
Green Dot Refund Card (0.00)
Certified Check (29.95)
Select one option
Fill in Bank Information for Direct Deposit of Refund
Additional information or comments about tax situation
Enter any additional information or notes to tax preparer not listed above
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