TAX SERVICE 2024
Client Intake Form to file your Taxes
By completing this form, you are consenting to proceed with filing your taxes and applying for an early Tax Advance. Your information will be electronically transmitted to the IRS. Please note that once we have filed your taxes and submitted your application for an advance, this action is irreversible – we are unable to retract it.
Before submitting, please ensure that all your documents are uploaded completely. It's important to note that in order to file taxes, all dependents must be under the age of 18 years old.
Please be aware that filing taxes twice is not permissible. Attempting to file taxes with multiple companies will result in automatic rejection from both systems. You are only allowed to file taxes once, and it must be done with a single tax company
In order for us to proceed with filing your taxes or applying for an advance, it is imperative that you upload both your driver's license and all Social Security cards. Failure to provide these documents will result in us being unable to process your request.
Referral name (optional) up to 1,200 per person you send us Referral
Enter your FACEBOOK or Instagram name below
Apply for Early Tax Advance ? (Optional) Could take up 72 hours
1. 500
2. 1,500
3. 6,000
4. 9,500
I dont want to apply for the early tax advance, I just want to file my taxes.
*TAX ADVANCE LOANS *
Please check email within 72 hours for your status of your tax advance. It can take a few seconds to a few days..
Likely to be Approve for "Early Tax Advance" 90% Approval Rate.
Did you File with another company this year already ?
1. Yes
2. No
3. Didn't finish
No just applied for a tax loan and did not get approved. So filing else where
*You can not file with multiplie Tax Companies in one year *
Once you have applied for a tax loan with another tax company, please note that you cannot file again or apply for a tax loan again. Any attempt to do so will result in automatic rejection and denial. It's crucial to understand that you can only apply and file taxes once
*Please Read "IP PIN" *
If you have never received an IP PIN before, you do not need one to apply for the tax advance or file taxes. However, if you have received an IP PIN in the past, it is essential to provide us with the updated copy for this year. Failure to submit the updated IP PIN will result in automatic rejection and denial for both the tax advance and filing taxes
Did you have a IP Pin last year ?
1. Yes
3. No
4. Maybe
if you did not have a ip pin last year. you dont need one this year
Please be honest or you will be automatically rejected for the advance.
Please provide the updated IP PIN number for this year below to apply for the "Early Tax Advance." If you have never received one before, you do not need an IP PIN to file. This requirement is only for individuals who have received one in the past
*IP PIN Instruction* HOW TO GET YOUR "IP PIN" FOR THIS YEAR.
This year, it's essential to obtain your updated IP PIN from the IRS for the current tax year. To do so, please follow these steps:Visit www.irs.gov.Use the search bar located at the top right corner of the page.Type 'IP PIN' in the search bar and press Enter.Follow the prompts to either create an account or log in to your existing account.Once logged in, navigate to the section where you can obtain your IP PIN for the current tax year.Take a screenshot of the IP PIN information.Upload the screenshot below for our records.
IP PIN Upload
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Please go to the IRS.gov to get your new and updated IP-PIN
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*Projected Refund Amounts* We File in all 50 states Online
One Child 8k+ 2 Children 10k+ Three Children 12+ "Base on income"
Did you file last year ?
.
Did you successfully receive your Tax Refund last year ?
Do you owe any delinquent ?
1. Child Support
2. Alimony
3. Student Loans
4. Back Taxes
5. State Taxes
6. None of the Above
Are you filing W2's or Self-Employment or both ?
1. Just W2's
2. Just Self-Employment
3. Both Self-Employment and W2's
4. I did not work but i have kids
Estimate how much think you made with Self-Employment ?
Type none if you didnt worked.
Estimate how much made on your W2's
type none if you didnt worked.
Estimate: "how much you think you made this year "Total" ?
Upload all your W2's "HERE" No Paystubs only W2's
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Did you receive a 1095 -A form from the marketplace ? upload below
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How many kids are you filing under 18 years old ?
1
2.
3
4
5
All Dependent Information - Please take your time filing this out. You dependents must be under 18 year old.. anything over 18 we can not filled them.
First Name
Last Name
Soical
Date of Birth
Relationship
Dependent 1.
Dependent 2.
Dependent 3.
Dependent 4.
Dependent
Dependent
WE CAN NOT FILE YOUR TAXES OR APPLY YOU FOR ADVANCE IF YOU DO NOT UPLOAD YOUR KIDS SOICAL SECURITY NUMBERS!
Upload all KIDS Social Security Cards "HERE" with your Social Security card "Here"
Browse Files
Drag and drop files here
Choose a file
upload Id, socials for yourself and each dependent, upload a bill with your address, upload all documents that you might have.
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Please List again: your 1ST Child Birthday below with their first and last name.
Upload all KIDS Social Security Cards "HERE" with your Social Security card "Here"
Browse Files
Drag and drop files here
Choose a file
upload Id, socials for yourself and each dependent, upload a bill with your address, upload all documents that you might have.
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Please List again: your 2ND Child Birthday below with their first and last name.
if this dont a 2nd child just say "none"
Upload all KIDS Social Security Cards "HERE" with your Social Security card "Here"
Browse Files
Drag and drop files here
Choose a file
upload Id, socials for yourself and each dependent, upload a bill with your address, upload all documents that you might have.
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Please List again: your 3RD Child Birthday below with their first and last name.
if this dont a 3rd child just say "none"
Upload all KIDS Social Security Cards "HERE" with your Social Security card "Here"
Browse Files
Drag and drop files here
Choose a file
upload Id, socials for yourself and each dependent, upload a bill with your address, upload all documents that you might have.
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You have the opportunity to earn up to $1,200 through referrals. By sharing this link with potential clients and including your name as the referrer, you can start earning. There's no limit to the number of people you can refer, and you'll earn money for each successful referral. Take advantage of this opportunity to boost your earnings
UPLOAD ALL BIRTH CERTIFICATE HERE BELOW
Upload all KIDS Birth Certificates "HERE"
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if you didn't have all Social Security Cards then please upload birth certifications either or
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Email
example@example.com
Driver License Number
Please Upload Front and Back in Color of your "Driver License" take a selfie of you holding your license so we can verify you.
WE CAN NOT FILE YOUR TAXES OR APPLY YOU FOR ADVANCE IF YOU DO NOT UPLOAD YOUR DRIVER LICENSE !
upload your front and back of your license and selfie here.
Browse Files
Drag and drop files here
Choose a file
upload Id, socials for yourself and each dependent, upload a bill with your address, upload all documents that you might have.
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Did you File ?
1. Single
2. Head of Household
3. Married filing jointly (even if only one had income)
4. Married filing separatel
Tax Payers Name
First Name
Last Name
Tax Payer Date of Birth
Tay Payer Social Security Number
Phone Number
Please enter a valid phone number.
Second Phone Number
Please enter a valid phone number.
No "P.0 BOX" Allowed. The Address provided must be your current residential address.
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Tay Payer Social Security Number
WE CAN NOT FILE YOUR TAXES OR APPLY YOU FOR ADVANCE IF YOU DO NOT UPLOAD YOUR SECURITY NUMBER
upload a clear picture of your social security number
Browse Files
Drag and drop files here
Choose a file
upload Id, socials for yourself and each dependent, upload a bill with your address, upload all documents that you might have.
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How would you like to receive your tax refund?
1. Check (Only available to be mailed)
2. Direct Deposit
Please ensure that you enter your banking information correctly. You only have one opportunity to input the information because once it is electronically sent to the IRS, it cannot be retracted. Therefore, it is crucial to ensure accuracy the first time.After submitting your information, you will receive an email copy detailing the amount you are expected to receive on your refund. To check the status and obtain a copy of your refund directly from the IRS, please visit IRS.gov.Please note that the entire process typically takes up to 72 hours. As we have other clients ahead of you, we kindly ask for your patience during this time. Thank you for your cooperation.
Router Number For bank information
router number
router number
Account Number For bank information
account number again
account number again
Date
-
Month
-
Day
Year
Date
The Process could take up to 72 hours, to receive paperwork, If you are having trouble uploading information please email it to us gotaxes1040@gmail.com
Please upload the following documents:Valid ID for yourself.Social Security cards for all dependents.Recent utility bill as proof of address.Birth certificates for all dependents.IP PIN letter (if applicable).Bank details for refunds.Tax Agreement: By signing, you confirm that all information and documents provided are correct. Your tax return will be prepared based on this information. You understand and consent to the electronic submission of your information to the IRS using IRS forms (1040, 8879, 8453). This digital signature serves as authorization for all tax paperwork and agreements.Please note that once your information is electronically sent to the IRS, it cannot be retracted. It will be securely locked and queued for IRS approval. Your careful review and confirmation of the provided information are crucial. Thank you.
Most
I Agree to file Taxes Signature
*
Acknowledgment and Agreement: By submitting this form, you acknowledge and agree to file your taxes online with us and accept the previously quoted price. This includes access to bank products and tax advances. Please note that to apply for bank products such as tax advances, you must file your taxes through our service.Tax Return and Our Commitment: Upon filing your taxes, you can expect to receive an email with your tax return amount within 72 hours. Additionally, you will receive our commitment letter, which will explain the refund process in detail and provide instructions.Document Upload: The commitment letter will contain a link to our secure upload portal where you can submit any necessary documents. Please ensure you read and understand these terms before proceeding with filing your taxes. Your cooperation is essential in ensuring a smooth tax process. Thank you for choosing our services
Please make sure you complete the other link NEXT
https://www.taxpassapp.com/?taxpassid=AGSNUTYW
Once you finish this 1st Step then complete the second link we gave you.
1. I completed both links you sent me to apply for tax advance and taxes ?
2. it want allow me to compete the second link you sent me ?
3. i have completed both links Now Im just uploading additional documents
I Agree to file Taxes Signature
*
Submit to file
If you select married and filled jointly or separate email us spouse information make sure you include all information birthday/ socials/ etc (Optional) gotaxes1040@gmail.com
Should be Empty: