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Valued Client 

Valued Client 

Welcome back! We’re here to make tax filing easy, secure, and focused on your best outcome.
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    Tax filing status defines your tax rate and eligibility for deductions.
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    Upload only if expired and renewed; skip if not applicable.
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    Max. file size: 10.6MB
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    Upload only if expired and renewed; skip if not applicable.
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    Crucial to upload docs if insured last year, as it may qualify you for savings.
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    • Yes
    • No
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    1095-A, 1095-B or 1095-C form
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    Max. file size: 10.6MB
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    1095-A, 1095-B or 1095-C
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    Provide two proofs of address for dependents: utility bill, rent receipt, mortgage statement, lease, or medical/school letter.
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    Only if this is your first year claiming your baby with Reliable Trust Income Tax.
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    Max. file size: 10.6MB
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    SELECT ALL THAT APPLY
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    W2, 1099-Misc, Income records
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    Max. file size: 10.6MB
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    Your earning and expense reports
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    Max. file size: 10.6MB
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    For sell, exchange, or interest
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    Business miles only (1099/Self-employed only; if not applicable, click next).
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    Max. file size: 10.6MB
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    Mileage for self-employed / Independent Contractor
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    You must provide receipts if applicable
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    If it doesn't apply, click next
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    Max. file size: 10.6MB
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    Vouchers need to be provided to claim your donations
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    Have you received form 1095-A, 1095-B or 1095-C
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    If different than last year, otherwise type same as last year
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    If different than last year, otherwise type same as last year or N/A if it does not apply.
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    Very important to update, or this may delay your refund, if it's not updated
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    This will be required to process your tax return. SKIP IF IT DOES NOT APPLY TO YOU.
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    This will be required to process your tax return. SKIP IF IT DOES NOT APPLY TO YOU.
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  • 37

    Terms and Conditions

    We appreciate the trust you place in our tax preparation services. We are dedicated to providing accurate and reliable assistance to help you with your tax returns. However, it is essential to understand that the responsibility for verifying all the information provided in your tax return lies solely with you, the client. As tax professionals, our role is to assist you in preparing and filing your tax returns based on the information you provide to us. We rely on the accuracy and completeness of the data you provide, including but not limited to income sources, deductions, credits, and other relevant financial information. We strongly recommend that you carefully review the completed tax return before signing. To ensure that all the information presented is accurate and up-to-date to the best of your knowledge. It is essential to double-check figures and supporting documentation to avoid potential errors or discrepancies. By signing, you acknowledge that you will review all the information in your tax return. You also agree to hold Reliable Trust Income Tax harmless from any liability resulting from errors or inaccuracies in the tax return due to failing to provide all sources of income and/ or providing misleading information.

    We value your understanding of the importance of this disclaimer and your cooperation in ensuring the accuracy and compliance of your tax returns. If you have any questions or concerns, please feel free to reach out to us.

    Thank you for choosing Reliable Trust Income Tax for your  tax needs.

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    You have the option to make a deposit or pay upfront
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    • Deposite
      DepositeService: W2 Tax Return
      $60.00RemoveEdit
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    • W2 Employee (only)
      W2 Employee (only)Full payment option- Additional charges of $25 will apply if you will be reporting a home, and $75 for self-employed income or additional forms.
      $130.00RemoveEdit
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    • Small Business Full Payment
      Small Business Full PaymentThis full payment is for Small Business:  Business 1099 MISC, Independent Contractor, Self Employed. This is not for a LLC or Partnership.
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      Total cost $0.00
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