READY TO FILE YOUR TAXES?
Would you like to apply for the cash advance? Up to $7000.
Please Select
YES
NO
IS THIS AN AMENDED RETURN. IF SO PLEASE UPLOAD YOUR ORIGIONAL TAX RETURN BELOW.
YES
NO
What year(s) are you amending?
TAX PAYER NAME
First Name
Last Name
TAXPAYER DOB
SPOUSES NAME
First Name
Last Name
SPOUSE DOB
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
Please enter a valid phone number.
Email
example@example.com
Email (SPOUSE EMAIL)
example@example.com
TAXPAYER SOCIAL SECURITY NUMBER
SPOUSE SOCIAL SECURITY NUMBER
WHAT IS YOUR FILING STATUS
Please Select
SINGLE
HEAD OF HOUSE HOLD
MARRIED FILING JOINTLY
MARRIED FILING SEPARATELY
DO YOU HAVE DEPENDENTS THAT YOU WILL CLAIM ON YOUR 2022 TAX RETURN
DEPENDENTS NAME, DOB, SS#, AND RELATIONSHIP TO YOU
WHAT TAX YEARS ARE YOU FILING?
PLEASE UPLOAD ANY DOCUMENTS THAT YOU HAVE. TO INLCUDE THE FOLLOWING MANDATORY DOCUMENTS: W2, 1099'S, SS CARDS, PICTURE ID
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DO YOU OR YOUR SPOUSE HAVE ANY OUTSTANDING GOVERNMENT DEBT(S)
DID SOMEONE REFER YOU TO KDR FINANCIAL SOLUTIONS LLC? PLEASE ENTER THEIR NAME BELOW.
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DUE DILIGENCE QUESTIONAIRE
PLEASE INITIAL ALL THAT APPLY
I certify that the child(ren) for whom the tax credit(s) will be requested can be claimed as my dependent(s), as per the information provided at the end this questionnaire.
I am the custodial parent, guardian, or responsible party of the dependent(s) for whom the tax credit(s) will be requested
I and/or my child(ren), have documentation to substantiate the credit(s) being claimed. Such as form 1098-T, bills, statements, and receipts for college tuition, fees, books, and material cost (you are responsible for keeping this documentation and providing it to the IRS if you are audited or questioned).
The child(ren) for whom the tax credit(s) are requested for lived in my home at least 6mths of 2023.
Was a child Tax Credit, Additional Child Tax Credit, or American Opportunity Credit claimed by you disallowed or reduced by the IRS in previous years?
I am unmarried or seperated, support a qualifying person as a dependent, and pay more than half the cost of maintaining my household. To qualify for Head of Household status.
I, "Tax Client", give and express full written and verbal permission over to AJX Financial Service LLC and it's employees/agents/representatives to contact the American Offset Debt Line/Treasury Offset Program on behalf of myself to determine if I have any non-tax debt that could potentially offset my current tax return. The Offset Debt Line contact number is 1-800-304-3107. *
I agree that I have answered the above due diligence questionnaire to the best of my knowledge. AJX Financial Service LLC is not responsible if the taxpayer provides incorrect information(i.e social security numbers, names, or date of births)and I understand this will delay my refund. AJX Financial Service LLC is not responsible for IRS Tax Audits and all information obtained must presentable if the IRS audits your tax return. AJX Financial Service LLC is not responsible for any changes by the IRS or Bank on funding amounts, disbursement dates, filing status, or any other required information from the IRS. We Do Not Reimburse any bank fees or tax preparation fees in the event of delays that are out of our control. If your refund is offset or held by the IRS you are still responsible for prep fees and bank fees. Tax returns that do not fund out witin 90 days are subject to collection efforts by our third party source.
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