Client Tax Form

Are there any child/dependent care expenses you will like to report?

YESNO
If Yes, Please Provide Caregiver Name, Address, EIN/SSN in the fields below
Day Care / Caregiver Name
NAME
SSN or EIN
Address
Example: 123 Main St New Orleans, LA 70119
Identify/ Protection
Are you a Victim of Identify Theft?

YESNO
Was you assist any IIP pin from the IRS?
"Please Type PIN "
Are you interested in audit protection for 2024 ? (optional) if so... $60 extra charge may apply

YESNO
Health Insurance

2024 Tax Year
Did you have health Insurance coverage for the whole year of 2024?

YESNO
Did you received any " Marketplace Insurance in 2024 " ? (Form 1095-A, B, C)

YESNO
Advance Loan Option
Do you want to apply for an Advance Refund Loan?

YESNO
Refund Advance Loan options, including Loans of $250, $500, and $1,000 at 0% interest, and high-amount loans up to $7,00 with a 36% APR.
Account Information

Direct Deposit
Bank Name
Routing Number
Account Number
CheckingSavingCheck
Documentation
Please Uplaod the following Documents:

-ID or Driver License (Non Expired)

-Last Year Tax Return, if possible

-Marketplace Insurance 2024 Form 1095- A, B, C

- Income documents such as W-2, 1099s, 1095-A, W-2G, Business Income... ect
File Upload

Cancelof
Should be Empty:

Tax Information Request Form