“Non-Taxable Income” Program Application

UPDATE: This program is only for people with $20,000 per year or more in Federal tax liability. If you have never paid $20,000 or more in a single year in Federal taxes, please click here to visit our partner site where they may be able to support you with a remedy for unfiled tax years only.

For those with over $20,000 in Federal tax liability, you will essentially be getting paid (receiving a refund check far exceeding our fee) to go through this program.

Step 1: Please watch the educational video below in its entirety. Due to a high number of applicants, we require you to better educate yourself on this process. In doing so, you'll be equipped with everything you need to know about how our programs work & able to decide which program is indeed the right fit for your tax situation.

After watching the full 50 minute video & deciding which program is the right fit for you - please complete the questionnaire below.

'Click Here To Watch Video'

Step 2: Please complete the appropriate application. If ROE is a better fit for you, please use THIS APPLICATION instead. Your answers will allow us to get an overview of your existing tax situation and any existing tax issues that may require resolution. If you and your spouse have a different situation, you can each apply for the remedy best suited to each, even if they differ. There is not obligation or cost to you for our determination of the recommended plan for your situation.

1. What is your full legal name?*

1b. What is your First Name?*

1c. What is your Middle Initial & Last Name?*

2. Date you are filling out this form?*

Date

3. Your Email address?*

example@example.com

4. For the purposes of our contact with you only, your phone number is*

5. Are you married?*

YesNo

5a. If you are married, do you file jointly?*

5b. Is your spouse philosophically in agreement with using tax strategies/remedies that are non-traditional or alternative to the status quo?*

YesNoNot Applicable

6. What is your approximate annual Federal tax liability? This is your federal withholdings from your pay (not including Social Security and Medicare). If you owe more than your withholdings include that. If you get a refund, deduct that amount. (check page 2 of your most recent 1040 where it says, "Total Tax" usually on line 24)*

6a. Would you like us to seek a refund of Social Security and Medicare (FICA taxes)? If interested, please watch this 9-minute video to help you decide. https://www.loom.com/share/23a41facc2bb4540a950c81129d047a3*

YesNo

7. If you have a W-2 job now, will you leave or retire from it permanently within 18 to 24 months?*

YesNoNot Applicable

7a. If you have a W-2 job, is this income from your own business? In other words, are you your own employer?” If not applicable, please write "N/A".*

8. What state do you live in?*

8b. What is your approximate annual State tax liability?*

9. For what tax year did you last file a form 1040 tax return?*

9a. Is anyone in your household receiving Obamacare or a Marketplace health coverage? If yes, we need to complete an additional tax form schedule to ensure that you remain eligible for a health coverage premium discount (if applicable).*

YesNo

10. Do you work directly for the federal government?*

YesNo

11. Do you work directly for the state government?*

YesNo

12. Do you have any IRS liens, levies, back debts or installment plans? If so, please explain. If none, write "not applicable".*

13. Are you an American citizen?*

YesNo

14. After watching the full 50 minute video, which program (ROE/Self-Employed or W-2 Income) do you feel your the best fit for you & why? Please explain your situation in as much detail as possible.*

16. How much did you you pay (or will you pay) in taxes for each of the following years: 2020, 2021, 2022, 2023*

17. As Kelly mentioned in the video, we can amend tax returns dating back as far as 3 years prior & get the IRS to send you a refund check for the FULL amount you paid each year. Our fee is 50% of the full amount, of which the majority is paid out to us only when you have the refund check in hand. There is a discount if you have more than one year to amend. Would you like us to include a quote for this program in your proposal?*

YesNo

18. If you answered yes to the previous question, we will need your tax returns for all years you intend to do an amendment. If you answered no to the previous question, we require your latest tax return only. Due to the sensitivity of handling your tax data, we require all documents to be uploaded to our secure platform Liscio. You will receive an email invitation shortly after submitting this questionnaire containing your Liscio invite. Please follow the instructions & upload your return document(s). We cannot send a proposal until this step is completed.*

Ok thanks, I'll do this after submitting & will look out for an email inviting me to Liscio.

15. Who referred you or how did you find us?*

16. This program is a 4-Figure, potentially 5-figure investment (depending on several variables) to no longer file and pay federal income taxes. This will end your state tax liability in most cases also. Remember, the tax savings from this program will apply to your taxes every year for the rest of your life! Simply put, this one-time investment = a lifetime of being federal income tax-free. Are you ready & willing to make this investment?*

I am very ready & willing to invest.I am ready to get resourceful (using our financing partner with small monthly payments) & make the investment happen.I’m not in a position to do this now.I will hold off on submitting this Questionnaire until my circumstances allow me to move forward.

17. Tell us your story. Give us anything pertinent to you that is tax related that’s causing you stress (if applicable).*

18. Are you currently enrolled in any freedom-seeking programs (citizenship, passport, etc.)? If yes, please explain. If no, please write N/A.*

21. Should you choose to move forward, we will collect payment using your preferred payment method within 2 weeks of accepting our proposal. Which of the following is your preferred payment method? To use multiple, select other & share how you would like to make your payment.*

19. Anything else you'd like us to know or clarifications on the above questions?

15. Do you work in a government office in the District of Columbia or expect to in the future?

YesNo

16. Do you work directly for the federal government or expect to in the future?

YesNo

$ amount every Two Weeks

$ amount Twice per Month

$ amount Monthly

$ amount every Two Weeks

$ amount Twice per Month

$ amount Monthly

31. Are you primarily self-employed?

YesNo

Will you pay a minimum of $25,000 in federal income taxes this year?

YesNo

Are you interested in a done-for-you program or a learn at your own pace self-guided program to do this yourself?

Done-For-YouSelf-Guided

We take your privacy rights seriously; we will never communicate with any government agency concerning what you provide here and will not share or sell your info to ANYONE. Period. You can contact us at info@mytaxremedy.com

Application For Those Filing Tax Returns For Refunds (NOT an ROE Application)