TAX SEASON 2024

1
What year would you like to file your taxes for?* This field is required.Select the tax year for which you want to file.
2024
2023
Another year
Multiple years
2
Next, is this for personal or business taxes?* This field is required.If you are filing taxes for yourself or your family (and not an entity) and received a 1099 as a self-employed worker, select "Personal or Self-employed" Otherwise, refer to our help text at 786-600-0214 to determine which option best fits your needs.
Personal or Self-employed
Business S-corp/Partnership/C-cop/Other
Both (Personal & Business)
3
Resident of Which State* This field is required.
4
What is your filing status for this return?* This field is required.
Single
Married filing jointly
Married filing separately
Head of Household
Qualifying widow(er)
Divorced / Separated
I'm not sure
5
Will any of these situations apply to you?* This field is required.If none of these apply, just click continue.
Owned a home
Have kid(s) I plan to claim as a dependent or Qualifying child of another person for EIC
Self-employed during all or part of 2024 (You received a 1099 or cash as Independent Contractor/Freelance)
I paid a household employee over $2,300 in wages
I claimed the Earned Income Tax Credit on my prior year return
I want to apply for ITIN #
I was a student
Receive Social Security
U.S. Armed Forces
I need to file state taxes.
I need to issue 1099s to our independent contractors.
I am required to submit the Beneficial Ownership Documentation Form BOI (Applicable only to LLCs or Incorporated entities)
None of the above
6
Payment OptionsNote: We require tax preparation fees paid in full before working on your tax returns. Please make your payment as soon as possible so we can complete your tax preparation.
7
Thank you for completing our tax questionnaire. Based on your responses, your tax return for this year is...
8
My Products* This field is required.
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Description
USD
+ OR enter a custom value
Credit Card
First Name
Last Name
9
Agreement for Income Tax Preparation* This field is required.Scroll down and click the button below to continue.
10
Full Name* This field is required.
First Name
Last Name
11
Email* This field is required.
example@example.com
12
Daytime Phone Number* This field is required.
Please enter a valid phone number.
13
Additionally, if your child is disabled, you’ll need to provide one of the following:
-Doctor statement
-Other health care provider statement
-Social services agency or program statement
14
Reason you’re submitting Form W-7* This field is required.
Nonresident alien required to get an ITIN to claim tax treaty benefit
Nonresident alien filing a U.S. federal tax return
U.S. resident alien (based on days present in the United States) filing a U.S. federal tax return
Dependent of U.S. citizen/resident alien
Spouse of U.S. citizen/resident alien
Nonresident alien student, professor, or researcher filing a U.S. federal tax return or claiming an exception
Dependent/spouse of a nonresident alien holding a U.S. visa
Other (see instructions)
15
Country of birth * This field is required.
16
City and state or province (optional)
17
Choose* This field is required.
Male
Female
18
Type of U.S. visa (if any), number, and expiration date
19
Date of entry into the United States (MM/DD/YYYY):
Date
Month
Day
Year
20
Have you previously received an ITIN or an Internal Revenue Service Number (IRSN)?
Yes
No
21
If yes Enter ITIN and/or IRSN
22
Full address of your country of origin* This field is required.
23
Did your marital status change over the last year?
Yes
No
24
Did you or your spouse have any IRA accounts?
Yes
No
25
Did you change jobs during the last year?
Yes
No
26
Are you being claimed (or eligible to be claimed) as a dependent on anyone else's return?
Yes
No
27
Did you or your spouse receive any prize or gambling winnings during the past year?
Yes
No
28
Did you incur any child care expenses?
Yes
No
29
Did you or your spouse receive Unemployment Compensation or Jury Duty pay?
Yes
No
30
Did you or your spouse pay any tuition costs?
Yes
No
31
Did you or your spouse pay any student loan interest?
Yes
No
32
Did you purchase or sell your principal home?
Yes
No
33
Did you incur a loss due to damaged or stolen property?
Yes
No
34
Did you make any federal or state estimated tax payments?
Yes
No
35
If married, did you live apart from your spouse for the last 6 months of the year and can document that if requested by the IRS? REQUIRED
Yes
No
36
Did you maintain more than half of the cost of the home and can you document that if requested by the IRS? (Documentation would include bills for items such as utilities, groceries, maintenance, repairs, as well as receipts for items such as rent, mortgage, and property tax.
Yes
No
37
Full name of your spouse, DOB & Social Security
38
If divorced/separated, can you provided a copy of your divorce decree if requested by the IRS?
Yes
No
39
Were you married as of December 31, 2023?
Yes
No
40
Do you have any kids you plan to claim as a dependent?It is important to know when to include your child as a dependent, because it could lead to tax benefits such as the child tax credit.
Yes
No
41
What is your child’s birthdate?
Date
Month
Day
Year
42
Did the child pay for their own support during the year, such as food, rent, etc.?
Yes
No
43
What school did your child attend?
44
Where does your child live?
45
Is there proof that the child lived with the taxpayer for more than half the year? e.g., records from a school, doctor, daycare, or social service agency.
Yes
No
Not Applicable
46
If the child is a student, can their attendance at a school be documented?
Yes
No
Not Applicable
47
If the child is disabled, can their disability be documented? e.g. disability payments, a letter from the child's doctor describing their disability and indicating it is permanent and total.
Yes
No
No Applicable
48
If the child is not the taxpayer's son or daughter, can the relationship be documented? e.g., birth certificate and if needed a marriage certificate from their parent, or for a foster child a letter from the court or a placement agency, or for an adopted child a letter from the adoption agency.
Yes
No
Not Applicable
49
Does the child have a valid SSN or ITIN?
Yes
No
50
Does your child live with the other parent?
Yes
No
51
What does your separation/divorce agreement state regarding who claims the child?
52
What type of disability does the child have?
53
Does the child receive SSI or other disability payments?
Yes
No
54
Do you have a letter from the child’s doctor/healthcare provider stating that the child is permanently and totally disabled?
Yes
No
55
If other than the taxpayer’s child, do the child’s biological parents live with the child? If no, where are the biological parents?
Yes
No
56
What does your separation/divorce agreement state regarding who claims the child?
57
Full name of your Dependents, DOB & Social Security
58
Did this dependent live with you last year?
Yes, more than 6 months of the year
No, due to divorce/separation
No, for another reason / Not a child
59
What is the number of months this dependent live with you
60
Last year was this dependent a student?
Yes
No
61

Please provide two of the following supporting documents for EACH qualifying child which must be on sender's official letterhead and contain your name, qualifying child(ren)'s name and your residence address that proves the child(ren) lived with you: You can upload documents in your MYTAXOFFICEPORTAL (request the link if you dont have it)

School records
Landlord or property management statement
Health care provider statement
Medical records
Child care provider records
Placement agency statement
Social service records or statement
Place of worship statement
Employer statement
62
Did you or your spouse receive any social security benefits during the year?
Yes
No
63
Do you want to state a preference to receive written communications from the IRS in a language other than English?
Yes
No
64
In the last year have you attended College/ University or technical school?
Yes
No
65
Was the student enrolled at least half-time for at least one academic period?
Yes
No
66
If the primary taxpayer was a part-time or full-time student, what is the number of months
67
How many years have you claimed the American opportunity tax credit?
68
Did you pay additional amounts for books?
Yes
No
69
Are there any other fees not on Form 1098-T?
Yes
No
70
Does the student have earned income? (wages)
Yes
No
71
Has the student ever been convicted of a felony for the possession or distribution of a controlled substance (drugs)?
Yes
No
72
Has the student completed the first 4 years of postsecondary education (a grad student)?
Yes
No
73
Does anyone in your household have qualified for health insurance the last 12 months?
Yes
No
74
If yes, please check the options that apply to you:
Employer Plan
Obamacare
Medicaid
Medicare
75
Do you have assets, dividends or companies abroad that equivalent to more than 10k?
Yes
No
76
Tell us a little more about your business. What type of entity is it?* This field is required.Please select the option that best describes your business.
Single-member LLC
Partnership
Sole Proprietorship
S-Corp
C-Corp
Multi-member LLC
Nonprofit
Trust/Estate
77
Select your home state, and any other state where you have activity.* This field is required.While you are typically expected to file a tax return for the state in which you live, you are also expected to file a tax return for any state where you earn an income.
78
How long have you owned your business?
79
Do you have any documentation to substantiate your business? e.g., business cards and stationery, a receipt book, a business or occupational license, advertising, other kinds of tax returns filed such as for sales tax.
Yes
No
80
Who maintains the business records for your business?
81
Do you have separate bank accounts for personal and business transactions?
Yes
No
82
If not, how do you differentiate between the two?
83
Have you received a 1099-NEC or 1099-MISC to support the income?
Yes
No
84
Did you installed residential solar panels?
Yes
No
85
Will you need an extension of the tax return?
Yes
No
Should be Empty: