2023 Tax Applications

  • Fintech Tax Application

    One application should be submitted per year
  • Submission Date
     - -
  • Filing Year for This Application*
  • Tax Return Type(s)?*

  • Tax Applicant Information

  • Format: (000) 000-0000.
  • DOB*
     - -
  • Driver License Issue Date
     - -
  • Driver License Expiration Date
     - -
  • U.S. Citizen?*
  • Active or Retired Military?*
  • Were you or your spouse issued an IRS PIN to file your taxes?*
  • Do you have a spouse?*
  • Do you have dependents?*

  • Spouse Information

  • Format: (000) 000-0000.
  • DOB of Spouse*
     - -

  • Dependent's Information

  • Employment Information

  • Types of Employment Documents You Receive? (Select All That Apply)*
  • Self Employed?*
  • Do you own a business?*

  • Health Insurance Information

  • Do you have Marketplace Health Insurance?
  • Were you issued 1095A form?

  • Life Insurance and Retirement

  • Is your family currently covered by Life Insurance?
  • Does your family have a Retirement Plan or a Wealth Manager?
  • Are you interested in a free financial assessment?

  • Non-Profit Organization

  • Do you own or operate a Non-Profit?*

  • Rental Property

    Please list all rental properties.
  • Do you OWN any properties that YOU rent out?*

  • Home Ownership

    Do you own a home?
  • Do you OWN a home?*

  • Asset Information

  • Do you owe any back taxes?*
  • Did you make Estimated Quarterly IRS Payments?*
  • Did you make any donations?*
  • Did you incur any tuition or continuing education expenses?*
  • Did you have any child or dependency care expenses?*
  • Did you receive a distribution from or make a contribution to a Retirement Plan?*
  • Type?
  • Any large medical expenses?*
  • Did you buy or sell digital assets such as Ameritrade or Robinhood, stocks, mutual funds, bonds?*
  • Did you buy or sell investment properties?*
  • Own any foreign properties / assets?*
  • Are you required to file with Foreign Bank and Financial Accounts (FBAR)?
  • Are you required to file Form 2290 (Heavy Highway Vehicle Use Tax Return)?

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  • Refund Direct Deposit

  • Fintech Umbrella Engagement Letter

  • CUSTOMER BILL OF RIGHTS


    If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by e-mail at complaints@tigta.treas.gov.

     

    Any complaint concerning the registrant may be directed to: 

    1.      If the complaint involves an alleged violation of this chapter, the Secretary of State; or

    2.      If the complaint involves an allegation that the registrant is engaged in the unauthorized practice of law, the office of Bar Counsel of the State Bar of Nevada, with the toll-free telephone number and Internet address for making the complaint.

    The toll-free number is (800) 254-2797

     

    WE ARE NOT ATTORNEYS IN THE STATE OF NEVADA. WE ARE NOT LICENSED TO GIVE LEGAL ADVICE. WE MAY NOT ACCEPT FEES FOR GIVING LEGAL ADVICE. OUR CORPORATE OFFICE CONTRACTS ATTORNEYS IN THE INSTANCE THAT LEGAL ADVICE IS NEEDED. THIS AGREEMENT IS FROM FINTECH UMBRELLA LLC AND IS FOR TAX PREPARATION SERVICES AND TAX GUIDANCE ONLY.

     

    By signing, you authorize us to use the information you provide to us during the preparation of your tax return. You also agree all information is current and accurate to the best of your knowledge. You also agree that this agreement is for only your tax return preparation services.

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