Customer File Upload

1

Primary Full Legal Name * This field is required.

Include the first name, middle initial, and last name.

2

Spouse Full Legal Name* leave blank if unmarried.

Include the first name, middle initial, and last name.

3

Phone number:* This field is required.

4

Primary Taxpayer’s Email: * This field is required.

5

last four of Primary Taxpayer’s Social* This field is required.

6

Name of the preparer you are uploading files for?If unknown, leave blank

7

Do you plan to visit our office or file virtually?* This field is required.Select how you wish to file.

8

Primary taxpayers UNEXPIRED government issued photo ID (e.g. your driver's license or state ID) front & back please.* This field is required.

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

9

Spouse's UNEXPIRED government issued photo ID (e.g. your driver's license or state ID) front & back please.

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

10

Primary's taxpayer's social security card* This field is required.Please upload an original copy please.

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

11

Spouse's social security card (if MFJ/MFS)You may skip this if you don't have a spouse.

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

12

Upload your 1095-A if you or anyone in your household had marketplace insurance.

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

13

Business Verification Please upload at least one document or image that demonstrates the business or self-employment activity you’re reporting on your tax return.Examples include a business card or advertising flyer, a screenshot of your business website or social media business page, a business license or registration, a customer invoice, receipt, or service agreement, a screenshot of your business listing or booking page, and so on.

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

14

Upload your Income tax forms include W-2, 1099, 1099(G), 1099(NEC), 1099-MISC, Schedule K1, rental income, retirement income, savings, dividends, investment income, and any other tax forms or notices from the previous year. If you’re self-employed, submit records demonstrating your business activities, such as invoices, customer receipts, contracts, electronic payment records (Zelle, Cash App, PayPal statements, etc.), cash payment ledgers, and other supporting documents for your business income.* This field is required.

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

15

Are you claiming child tax or earned income credit for any dependents?

YESNO

16

Dependents Social Security cardIf you don’t have dependents to claim, you can skip this section. However, if you do claim dependents, you must upload a Social Security card for each one. This requirement is mandatory for claiming Head of Household and Earned Income Tax Credits.

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

17

Birth certificates of dependentsTwo forms of identity is required for taxpayer's who wish to claim qualifying dependents for child tax or additional child tax credits. One form of identity is the dependents social security card and the other is their birth certificate - with the claiming parent listed (or court-ordered custody has to be in place).

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

18

Proof of residency for dependentsUpload proof that you and your child lived together for more than half the year. This can include school, medical, daycare, or social service records, or any other documentation that shows your names, common address, and dates of residence. If you have a relative who provides daycare, you must also upload an additional letter from someone other than your relative. Please send as many documents as necessary to demonstrate that the child(ren) lived with you for more than half the year. At least one document is required.

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

19

The cost of maintaining a home You are required to upload proof that you have paid more than half the cost of maintaining your home. Please upload documents that demonstrate your payment of the cost of your home, such as rent receipts, utility bills, grocery receipts, property tax bills, mortgage interest statements, and any other household bills. It is essential to send as many documents as necessary to show that you have paid the majority of the cost of maintaining your home. At a minimum, one document is required.

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

20

Are you filing for just yourself or together with a spouse?

JUST MYSELFWITH A SPOUSE