CLIENT FORM
Did you file last year's tax return?
Yes
No
Do you want an advance out your refund?
Yes
No
Are you interested in Credit Repair $200
Yes
No
Current Client
What is the best email to contact you?
Kimya@ggsolutions.co.site
Tax Payers Name
*
First Name
Last Name
Taxpayer's Phone Number
*
Example: xxx-xxx-xxxx
Taxpayer's Job Title
*
MUST list: Nurse, stripper, chef, social media host
Taxpayer's Date of Birth
*
Example: 01/01/2001
Taxpayer's SSN
*
Example: xxx-xx-xxxx
Taxpayer's Email Address
*
What is your marital status as of December
*
Single (Not Married)
Married living with Spouse
Married not living with spouse
Qualified Widow
Spouse's Full Name
First Name
Spouse's SSN
Example: xxx-xx-xxxx
Spouse's Date of Birth
Example: 01/01/2001
Spouse's Phone Number
Example: xxx-xxx-xxxx
Spouse's Email Address
Example: example@example.com
Spouse SSN
Example: xxx-xx-xxxx
Spouse's Job Title
Home Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Do you have a w2 for tax year 2024?
*
Yes
No
Do you have any past tax obligations?
Irs, child support, unemployment, over due school loans
Are you on any Government Assistance?
*
Yes
No
Not Applicable
Did you support a child or family member for more than 6 months out of the year?
*
Yes
No
How many dependents do you claim?
*
Please Select
0
1
2
3
4
Dependent #1
First Name
Last Name
Dependent #1 Date of Birth
01/01/2001
Dependent #1 SSN
How many months did Dependent #1 live with you in 2024? (If all year, enter 12)
What is Dependent #1's Relationship to you (son, daughter, etc.)?
Dependent #2
First Name
Last Name
Dependent #2 Date of Birth
Example: 01/01/2001
Dependent #2s SSN
Example: xxx-xx-xxxx
How many months did Dependent #2 live with you in 2020? (If all year, enter 12)
What is Dependent #2's Relationship to you (son, daughter, etc.)?
Dependent #3
First Name
Last Name
Dependent #3's Date of Birth
01/01/2001
Dependent #3s SSN
Example: xxx-xx-xxxx
What is Dependent #3's Relationship to you (son, daughter, etc.)?
How many months did Dependent #3 live with you in 2020? (If all year, enter 12)
Dependent #4's First Name
First Name
Dependent #4's Last Name
Last Name
Dependent #4's Date of Birth
01/01/2001
Dependent #4's SSN
Example: xxx-xx-xxxx
What is Dependent #4's Relationship to you (son, daughter, etc.)?
How many months did Dependent #4 live with you in 2020? (If all year, enter 12)
Have you ever been denied the Earned Tax Credit (EITC)?
Yes
No
Do you have a 1098-T Form for either you or your dependents?
Yes
No
If you have any tax documents, upload them here.
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Did you have health insurance all year?
Yes
No
Who was your insurance coverage through ?
Please Select
The Market Place
Employer
Medicaid
Did your dependents have health insurance for the entire year?
Yes
No
Not Appliable
Upload Taxpayer & Dependent(s)Insurance Documents
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How would you like to receive your tax refund?
Check
Direct Deposit
Prepaid card
Name of Banking Institute
Example: Bank Of America
Routing Number
8 to 12 digits. Routing numbers always start with a "0," "1," "2," or "3
Account Number
The second set of numbers printed on the bottom of your checks, just to the right of the bank routing number.
Which type of account would you like your refund deposited into?
Checking Account
Savings Account
Other
Primary Taxpayer's Signature
*
Spouse's Signature (If no spouse, leave blank)
Date
-
Month
-
Day
Year
Date
Taxpayer's Driver's License
*
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Taxpayer's and Dependent(s ) Social Security Card(s)
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Taxpayer's W-2/ 1099'S/
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Dependent(s) Proof of Residency (Lease/Utility Bill)
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Only as it applies: Self-Employment Expense Log, Summary of Income, Business License, Bank Statements, receipts, etc
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Cash/zell included
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Dependent(s) Birth Certificate(s)
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Submit
Submit
Should be Empty: