VIP RETURNING CLIENTS
Please complete the form below to receive your free personalized tax quote. We’ll review your information and contact you within 24 hours. As a returning client, we already have most of your information on file from last season. If anything has changed, you can upload updated documents through the form or email them directly to kenyatheagent@gmail.com.We look forward to assisting you again this tax season! DLS Tax Team
PERSONAL INFORMATION
First Name
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Last Name
*
Phone
*
Name of Phone Carrier
*
Filing taxes for year
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Please Select
2023
2024
2025
Email
*
Type of client
*
Please Select
Returning Client
New Client
SPOUSE INFORMATION
If filing Married
Name
First Name
Last Name
Phone Number
Please enter a valid phone number.
New Client Only - Did you file taxes last year?
Please Select
Yes
No
You may qualify for additional credits.
Approximately how much was your refund
$amount
Are you a victim of identity theft
*
Please Select
Yes
No
Do you require a IP PIN (Identity Protection Personal Identification Number) to file your tax return? If so, please provide it.
*
Current Mailing Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Can you be claimed as a dependent, on another person taxes?
*
Please Select
Yes
No
Unsure
Filing Status
*
Please Select
Not Sure
Single (No dependents)
Head of Household (w/ dependents)
Married Filing Jointly
Married Filing Separately
Widower
How many dependents are you claiming on your return?
Please Select
0
1
2
3+
Person(s) being claimed as dependents on your return.
Please indicate if you have a Drivers License, Passport or State ID
*
Please Select
Drivers License
State ID
Other/Passport
Enter Drivers License or State ID Number
*
Upload Valid Drivers License, State ID or Passport here
*
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Please upload Driver's License, State Issued ID, or Passport here for identity verification.
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Enter Social Security Number
*
Check all that applies
*
Self Employed
College Student
Totally or Permantently Disabled
Employed (W2)
Unemployed
Active Military, Reserved or National Guard
Upload SS# here
Browse Files
Drag and drop files here
Choose a file
Please upload your Social Security Cards for you and all dependents on your return here for identity verification
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Did you or any other family member on this tax return have marketplace health insurance anytime in 2025? (If so, 1095-A Form needed)
*
Please Select
Yes
No
i.e. Affordable Healthcare Act (Obamacare), Healthcare.gov etc
ADDITIONAL INFORMATION
Enter Each Dependent(s) Name / DOB / Social Security
Relation to dependent(s)
Please Select
Son
Daughter
Niece
Nephew
GrandChild
FosterChild
INCOME INFORMATION
What is your occupation?
*
How many W2s are you filing?
If worked for an employer upload W-2
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Drag and drop files here
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Did you receive unemployment benefits in 2025 (1099-G)?
*
Please Select
Yes
No
Please upload 1099-G in the Upload Documents Section.
Unemployment Compensation Total
Please upload 1099-G in the Upload Documents Section. N/A If not applicable
If received unemployment benefits in 2025? (upload your 1099-G or screenshot your online summary)
Browse Files
Drag and drop files here
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Do you owe student loans, child support, taxes or other entities that might offset your refund
*
Please Select
Yes
No
BUSINESS (SCHEDULE C) *Only answer if it applies to you*
Includes 1099
Are You Self-Employed? Do you have a side hustle or a 1099?
*
Please Select
Yes
No
What is the nature of your business ex. babysitting, barber, dancer, nail tech, hair stylist, cook, cut grass, uber driver, seamstress, etc.
*
N/A if non applicable
How much did you make in 2025 (gross sales) from your business? Self-Employed / side hustle Income total
*
EXPENSES
Enter your business or side hustle expenses under each category.
Did you work from home? Do you have a home office?
*
Please Select
Yes
No
This can be written off as an expense
If you worked from home, how much is your rent/mortgage, utilities, phone bill, internet per month?
This can be written off as an expense
Do you do any type of advertising? If yes, How much
Did you buy any office or work supplies?
Repairs & Maintenance Fees
Meals & Entertainment Fees
Miscellaneous Expenses
If requested, are you be able to provide us with documentation of your expenses?
*
Please Select
Yes, I keep all of my receipts.
No, I need bookkeeping assistance.
n/a
*For your protection, everything needs to be in writing or on a spreadsheet just in case you are audited. If you are filing self-employed everything you made from Jan - Dec should be on one side and your deductions on the other side
UPLOAD ADDITIONAL DOCUMENTS
Do you need to upload any additional docs? (i.e.) your dependents Social Security Cards, W-2, 1099s, education credit, health care forms, retirement etc? If, yes enter addtl documents below.
*
Please Select
Yes
No
You can also email your docs to kenyatheagent@gmail.com
UPLOAD ADDITIONAL DOCUMENTS
Browse Files
Drag and drop files here
Choose a file
Upload your tax forms here(including W-2, Social Security cards, 1099s, education credit, retirement, health care forms, etc)
Cancel
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UPLOAD ADDITIONAL DOCUMENTS
Browse Files
Drag and drop files here
Choose a file
Upload your tax forms here (including W-2, Social Security cards, 1099s, education credit, retirement, health care forms, etc)
Cancel
of
UPLOAD ADDITIONAL DOCUMENTS
Browse Files
Drag and drop files here
Choose a file
Upload your tax forms here (including W-2, Social Security cards, 1099s, education credit, retirement, health care forms, etc)
Cancel
of
UPLOAD ADDITIONAL DOCUMENTS
Browse Files
Drag and drop files here
Choose a file
Upload your tax forms here (including W-2, Social Security cards, 1099s, education credit, retirement, health care forms, etc)
Cancel
of
UPLOAD ADDITIONAL DOCUMENTS
Browse Files
Drag and drop files here
Choose a file
Upload your tax forms here ((including W-2, Social Security cards, 1099s, education credit, retirement, health care forms, etc)
Cancel
of
DEDUCTIONS & CREDITS
To get ALL the credits you deserve, select ALL that apply.
Which of the following applies
I paid daycare or a nanny to care for my children (13 yrs or younger) while I worked or looked for work.
I attended college/university/community college/career school.. etc and paid eligible expenses that can be proven. Received 1098T form.
I paid charity/tithes/ or given donations to community organizations and/or religious institutions ($300+)
Paid student loan interest and received a 1098E
I had eligible medical expenses
I had energy and solar power expenses
I sold or purchased a home
I adopted a child or had a baby
I am in the military and had to move
I got separated or divorced paid or received alimony
I purchased / sold cryptocurrency
I paid mortgage interest of $600+ and received a 1098M
I'm trying to purchase a house
I cared for an Elderly or Disabled family member or dependent.
I'm a truck driver
REFUND OPTIONS
Are You Interested in applying for Cash Advance? ENDS 2/28/26
*
Please Select
Select One
Yes
No
Cash advances are up to $7500. No credit check required. The loan amount is based on your AGI. Money goes straight to your bank account.
How do you want to receive your refund?
*
Please Select
Direct Deposit
Prepaid Card (Go2Bank)
Bank Name
*
Bank Account #
*
Routing Number.
*
Account Type
*
Please Select
Checking
Savings
If you’re a new client, who can we thank for referring you? Receive $100 for each new client you refer that files with us.
First & Last name
Save & Continue Later
Estimate Your Refund
Should be Empty: