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FREE QUOTE
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Personal Information
Choose TAX YEAR
Please Select
2024
2023
2022
2021
Name
*
Phone number
*
Email
*
Your Age or Birthdate
*
Filing Status
*
Please Select
SINGLE
HEAD OF HOUSEHOLD
MARRIED FILING JOINTLY
MARRIED FILING SEPARATE
Did you file taxes last year?
*
Did you file with our company last year?
*
Please Select
YES
NO
What was your refund last year after fees?
*
Did you VERIFY your identity with ID.me via IRS.gov?
*
Yes
No
Unsure
Do you have any dependents?
*
Please Select
YES
NO
Dependent(s) age or birthdates
*
N/a if doesn’t apply
Did you receive OBAMA Care or individual health care from marketplace? (1095A form)
*
Please Select
YES
NO
INCOME
Check all that apply
*
W2
Self Employed
1099
Household Income
Scorp
Have you done ANY other work on the side other than your w2? *Anything you did and got PAID for is considered work (Uber, DoorDash, hairstylist, trainer) this information helps maximize your return be honest**
*
SELF EMPLOYED ONLY* what is your job description AND about how MUCH INCOME did you receive from self employed work in 2024?
How much income did you earn through cash app, PayPal, Zelle, cash etc? *self employed
Do you have a EIN?
Please Select
Yes
No
How did you hear about us?
*
Yard signs
Family/friends
Social media
Other
Please ADD referral name here
Don’t forget to add family/friend so they can receive the $50 referral bonus!
Upload all income documents w2s, 1099s, 1095A,
*
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