Independent Tax Services - FILING AS SINGLE OR FILING AS SINGLE W/ DEPENDENT(S) E-Application

FILING AS SINGLE OR FILING AS SINGLE WITH DEPENDENTS

Tax Client E-Application Interview
Date*

MonthDayYear
Date
Tax Preparation Fee(s)

W2 Income only $550.00Self Employed only $650.00W2 & Self Employed $750.00Business / LLC / 940,941 $1000Prior Year Return $475.00Amendment (In-House) $275.00Amendment (Out-House) $475.00Additional Form Added $175.00Filing Extension $175.00
Client Status

NEWRETURNING
Choose Your Tax Year & Service*

MAIN CLIENT INFORMATION
Your Name*

First NameLast Name
Your Birthdate*

MonthDayYear
Date
Your Social Security Number*
000-00-0000
TAKE A SELFIE OF YOURSELF HOLDING YOUR VALID ID. UPLOAD A COPY OF IT HERE. PLEASE MAKE SURE YOUR ID IS CLEAR AND VISIBLE.
TAKE A SELFIE PHOTO WITH YOU HOLDING YOUR VALID ID. MAKE SURE THE ID IS NOT BACKWARDS OR BLURRY BEFORE YOU SUBMIT YOUR E-APPLICATION*

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UPLOAD SELFIE WITH YOU HOLDING YOUR ID Cancelof
UPLOAD A PHOTO OF JUST YOUR ID HERE*

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Your address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Your Phone Number*

Area CodePhone Number
Your Email*
example@example.com

INCOME INFORMATION
What income statements will you be submitting? You can select multiple statements if needed.*

W21099 MISC1099 NEC1099K1099 [other]EIC CREDIT(S)SELF-EMPLOYMENT/SIDE INCOME/SCHEDULE C (Enter this information under the Self-Employment Statement)SCHEDULE K
Do You earn any additional income on the side/outside of your 9-5 W2 income?

YES (please enter this information under the self employment statement)NO
How many income statements will you be filing?*
Each individual income statement must be uploaded below. Number of UPLOADS must match the number listed in the box
PLEASE UPLOAD CLEAR COPIES OF ALL W2(S) and 1099(S) INCOME STATEMENT(S) BELOW.
W2 or 1099 [K,MISC,NEC,G,R]*

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Make sure this is a clear copy Cancelof
W2 or 1099 [K,MISC,NEC,G,R] 1098 [T, MI]

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Make sure this is a clear copy Cancelof
W2 or 1099 [K,MISC,NEC,G,R]

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Make sure this is a clear copy Cancelof
W2 or 1099 [K,MISC,NEC,G,R]

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Make sure this is a clear copy Cancelof
More than [4] income/other statements? Upload additional statements here.

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Make sure each copy is CLEAR AND READABLE BEFORE SUBMITTING YOUR E-APPLICATION Cancelof
SELF-EMPLOYMENT

If you are filing Self-Employment income, you are required to provide an ENTRY for every question in the Self-Employment Statement in order for us to add it to your tax documents legally.
Do you have an EIN Number from the IRS?

YESNO
Enter Your EIN (if you have one)
00-0000000
Do you have a name for your business/service?

YESNO
Brief Description of your business/services
Do you operate your business/service more than 6 months out of the year?

YESNO
Is your Self Employment income your main source of income?

YESNO
Do you operate your business/service at your home address?

YESNO
Did you use your personal vehicle to earn income for this business?

YesNo
How many miles did you drive a month for this business?

100 miles300 miles500 miles
How are you paid?

CASHACCRUALDIRECT DEPOSITSERVICES FOR WAGES

Please enter all income earned, expenses paid out and your final pay in the months you worked. If you did not earn income, enter 0 in the space provided.

	Income Earned	Expenses Paid Out	Pay Received
January
February
February
March
April
May
June
July
August
September
November
December

Upload Your "Self Prepared" Income Statement Here

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Self Employment Income/Expense Calculator
Incomed Earned
Expenses Paid Out
Final Pay Received
Please provide your signature to authorize Independent Tax Solutions to "ADD" self employment income and expenses to your federal tax return

Clear

BANK DEPOSIT INFORMATION
BANK NAME*
NAME ON BANK ACCOUNT*
Name must match taxpayers name listed on the E-Application
CHECKING OR SAVINGS?*

CHECKINGSAVINGS401K CONTRIBUTION
ROUTING NUMBER*
000000000 [must be 9 digits]
ACCOUNT NUMBER*
Double check your account number before submitting your E-Application
UPLOAD ACCOUNT VERIFICATION HERE*

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REQUIRED TO UPLOAD Cancelof

SUPPORT OUR PURPOSE BY REFERRING WHO YOU KNOW!
Thank you for your business. Please help me grow my clientelle by referring 3-5 people you know for tax preparation services! Please enter thier names and email addresses below.

We will email them an

E-Vite to file thier taxes today!
Referral Name 1

First NameLast Name
Referral Email 1
example@example.com
Referral Name 2

First NameLast Name
Referral Email 2
example@example.com
Referral Name 3

First NameLast Name
Referral Email 3
example@example.com

PAYMENT
How would you like to pay for your Tax Preparation and E-File Fee(s)?*

Up Front via Invoice before tax file is completed & submittedPay Later by having my Tax Preparation Fee's withheld from my Federal and/or State refund(s) ***I understand that if my fees can not be paid out of the proceeds of my Federal/state refunds, I agree to pay all fees due via invoice as soon as possible ***[Additional Bank Fee of $89.95 added]
Tax Preparation Fee(s) Acknowledgement & Signature Consent*

Clear

SUBMISSION
Please ensure that you have provided all verification documents and income statements necassary to prepare a complete tax return. If you do not have all documents available, you can save and complete the application later.
- Valid ID
- Provide correct personal information
- Added all dependents
- Provided all Verification Documents & Income Statements
- Provided correct bank account numbers
Applications submitted successfully will receive an E-Applicaiton Submission Confirmation E-mail with POST FILING INFORMATION.

IF YOU DO NOT RECEIVE THIS EMAIL IMMEDIATELY AFTER YOU SUBMIT YOUR E-APPLICATION, YOUR E-APPLICATION WAS NOT RECEIVED.
Should be Empty:

FILING AS SINGLE OR FILING AS SINGLE WITH DEPENDENTS

TAKE A SELFIE OF YOURSELF HOLDING YOUR VALID ID. UPLOAD A COPY OF IT HERE. PLEASE MAKE SURE YOUR ID IS CLEAR AND VISIBLE.

DEPENDENT # 1