Tax Preparation Registration & Upload

Tax Preparation Registration & Upload

Please fill out form in its entirety. Please make sure to upload all requires docs. Any docs not received will result in a delay in your tax filing. Once all docs are received, TPF will start assessing your taxes and will then provide an estimate of tax services. Once estimate is approved a service contract will be sent over to be signed and your return will processed.
Personal Information

Please enter all info as it will pertain to your PERSONAL INCOME
Type of Tax Filing? Personal Income Tax, Self Employment, or Both?
Name

First NameMiddle NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Has your address changed since last year (different from last years return)? If so please enter previous address below.
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Date of Birth
Drivers License/ID #
Social Security Number
Email
example@example.com
Did you receive insurance though the Marketplace?
Are you filing for a deceased person?
Please select filing status.
Do you currently owe on your taxes?
If you received a CP01A IRS notice (security identity pin) from the IRS please enter it below.
Dependent 1

First NameLast Name
Dependent 1 Social Security#
Dependent Date of Birth
Dependent 2

First NameLast Name
Dependent Date of Birth
Dependent 2 Social Security#
Dependent 3

First NameLast Name
Dependent Date of Birth
Dependent 3 Social Security#
Bank Institution Name
Bank Account #
Bank Account Routing #
We will need your prior years AGI to process your taxes you can get this off your last years tax return or by going to https://www.irs.gov/individuals/get-transcript to obtain a transcript of your prior years return.

*you can also upload your tax return below
Self Employment Info
Do you have an EIN if so please enter below.
EIN#
What is the legal name of your business/entity (DBA).
Business profession/industry.
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Did you have any 1099 workers?
This is a Consent to Use. Please read, sign, and date, but must be signed if you are seeking to apply for a REFUND ADVANCE this form must be acknowledged, signed and dated below.
Consent to Use Signature
Date

MonthDayYear
Date
This is a Consent to Disclose. Please read, sign, and date.
Signature
Date

MonthDayYear
Date
W2

Cancelof
Social Security Card

Cancelof
Driver License/ID

Cancelof
Prior Year Tax Return

Cancelof
Profit Loss Statement

Cancelof
Utility Bill (If Claiming Head of Household)

Cancelof
Bank Deposit Info

Cancelof
1099/1098's..

Cancelof
Miscellaneous Docs; State Docs, Insurance, IRA...etc

Cancelof
Please sign and date acknowledging that all information provided is accurate and correct to the best of your knowledge.
Date

MonthDayYear
Date
Should be Empty:

Tax Preparation Registration & Upload

Personal Information

Self Employment Info