INCOME TAX
Enter personal and tax information below.
ENTER TAX YEAR
*
Name
*
First Name
Last Name
Date of Birth
*
-
Month
-
Day
Year
Date
Social Security Number
*
Spouse Name
First Name
Last Name
Date of Birth
-
Month
-
Day
Year
Date
Social Security Number
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
IDENDTIFICATION
DRIVER LICENSE, STATE ID, MILITARY ID, & SOCIAL SECURITY CARD(S)
Identification Upload
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FILING STATUS
*
Single
Married
Married filling separate
Head of Household
DEPENDENT(S) INFORAMTION
If you have more than three (3) dependents, please upload their information with documents. (If you do not have dependents enter N/A for name, O's for ss#, and 01/01-1900 for Date of Birth).
Name
First Name
Last Name
Date of Bith
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Month
-
Day
Year
Date
Social Security number
Type a question
Girl
Boy
Name
First Name
Last Name
Date of Birth
-
Month
-
Day
Year
Date
Social Security number
Type a question
Girl
Boy
Name
First Name
Last Name
Date of Birth
-
Month
-
Day
Year
Date
Social Security number
Type a question
Girl
Boy
Please upload birth record/s, social/s, ID for any dependent 18 years or older.
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TAX FORMS
Please select and upload all that apply to you.
IP PIN NUMBER (IRS provides to file your taxes)
*
YES
NO
ENTER IP PIN NUMBER BELOW
1095-A FORM (HEALTHCARE.GOV OR OBAMA CARE)
*
YES (UPLOAD BELOW)
NO
1098-T Education form
*
YES (UPLOAD BELOW)
NO
UPLOAD 1095-A/B or 1098-T FORM BELOW
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W2 or 1099 FORM(S)
INVOME TAX FORMS (Select ALL that apply)
*
1099 MISC
1099 NEC
SCHEDULA C
W2
SSA/DISABILITY
1099-G
1099-R
1099-DIV
1098 MORTGAGE
OTHER
Multiple uploads allowed.
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BUSINESS | SELF-EMPLOYED
Please enter your business name, EIN, and income below. (enter N/A if it does not apply)
Name of Company or Job Title (example: Lawn service, hair stylist, etc.)
*
EIN NUMBER (For N/A enter 0)
*
Annual Income
*
Upload EIN letter, payment recites, and notarized employer verification letter.
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1099 NEC, MISC, BUSINESS EXPENSES, MILEAGE LOG
INCLUDES: Bank statements, expense sheet, mileage report and more below
UPLOAD ALL 1099 OR SCHEDULE DOCUMENTS
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Schedule C General Expenses
Enter Expense Amount
BUSINESS WORKED FROM HOME
BUSINESS MILES AND COMMUTING
BUSINESS DEPRECIATION TRANSPORTATION OR EQUIPMENT
DAYCARE | DEPENDENT CARE EXPENSE
Please upload W-10 or provide personal information of the Caregiver
Name
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
SOCIAL SECURITY NUMBER
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
ITEMIZED DEDUCTIONS
Medical Expenses
MORTGAGE | TAG
Home Property
CHARITY
Donations
UN-REIMBURSE BUSINESS EXPENSE
REFERRAL
Please provide first & last name of your Referral
Referral Code or Name of the Referral
Authorization to Submit Taxes
The next three (3) fields must be done in order to submit your return to the IRS. Please submit signature if you agree, enter a (5) five-digit PIN, & agree with terms & conditions. You can tab on terms and conditions underlined in blue to read.
Please enter a 5-digit pin number (The pin can be used as your signature on your taxes)
*
Signature
*
Date
*
-
Month
-
Day
Year
Date
Submit
Submit
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