Tax With Tunsia Client Forms
  • WAS YOUR REFUND DELAYED LAST YEAR OR NEVER RECIEVED?

  • FILING STATUS

    Remember Married Filing Seperate is the WORST way to file. Only select this if you have a court order. If you have children under the age of 24, filing Head of Household will provide a BIGGER REFUND then filing as SINGLE.
  • What Was Your Filing Status Last Year?*

  • PERSONAL INFORMATION

    Please List Your Name Exactly As It Is Spelled On Your Social Security Card or ITIN
  • DATE OF BIRTH
     / /
  • ARE YOU IN A MILITARY COMBAT ZONE?*
  • DO YOU HAVE A DACA DESIGATION, ITIN, OR GREEN CARD?*
  • ARE YOU BLIND OR DISABLED*
  • Did you or your spouse experience any life changing events during the past tax year? Select all that apply*

  • SPOUSE INFORMATION

    DO NOT PROVIDE YOUR HUSBAND/WIFE/SIGNIFICANT OTHER INFORMATION UNLESS YOU ARE FILING THE TAX RETURN WITH YOUR SPOUSE
  • SPOUSE DATE OF BIRTH
     / /
  • DOES YOUR SPOUSE HAVE A DACA DESIGATION, ITIN, OR GREEN CARD?

  • DEPENDENT INFORMATION (QUALIFYING CHILD/RELATIVE)

    If you do not have Dependents please skip over this section
  • Relationship
  • Did the Dependent live with you during all 12 months of the year?
  • Did the Dependent live with you during all 12 months of 2022?
  • Relationship
  • Relationship
  • Did the Dependent live with you during all 12 months of 2022?
  • Relationship
  • Did the Dependent live with you during all 12 months of 2022?
  • Relationship
  • ARE YOU OR ANY OF YOUR DEPENDENTS LEGALLY BLIND?*
  • IS ANYONE ELSE ABLE TO CLAIM YOU or YOUR DEPENDENTS?*
  • Was a Child Tax Credit, Additional Child Tax Credit, Earned Income Credit or American Opportunity Credit claimed by you disallowed or reduced by the IRS on a past tax return?*
  • DO YOU OWE THE IRS?*
  • DO YOU HAVE AN ONLINE IRS ID.ME Account?*
  • DO YOU HAVE AN IDENTITY THEFT PIN?*
  • DID YOU RECEIVE UNEMPLOYMENT?*
  • DO YOU HAVE HEALTH INSURANCE?*
  • If Yes, What type of health insurance do you have?*
  • DO YOU OWE BACK CHILD SUPPORT?*
  • DID YOU OR YOUR DEPENDENTS RECEIVE SOCIAL SECUITY INCOME?*
  • WERE ANY CHILDREN BORN OR ADOPTED IN 2023?*
  • DO YOU RECEIVE SNAP, TANF, MEDICAIRE OR MEDICAID?*
  • DO YOU HAVE AN LLC?*
  • WOULD YOU LIKE TO START AN LLC OR NON PROFIT?*
  • DID YOU RECEIVE A PPP OR EIDL LOAN?*
  • DO YOU OWN A HOME?*
  • DO YOU PLAN ON PURCHASING A HOME WITHIN THE NEXT 2 YEARS?*
  • DID YOU HAVE A 401K, IRA, SEP, OR RETIREMENT ACCOUNT??*
  • DID YOU WITHDRAW OR ROLLOVER FROM A RETIREMENT ACCOUNT (401K, IRA)??*
  • DID YOU ENGAGE IN VIRTUAL CURRENCY TRADES (CASH APP. STOCKS. BITCOIN ETC) ?*
  • ARE YOU INTERESTED IN LEARNING HOW TO INVEST IN REAL ESTATE?*
  • DO YOU OR ANY OF YOUR DEPENDENTS ATTEND COLLEGE?*
  • DID YOU MAKE STUDENT LOAN PAYMENTS?*
  • Did you purchase a new energy-efficient/electric car, truck, or van?*
  • Did you make any new energy-efficient improvements to your home?*
  • DO YOU HAVE ANY RENTAL OR INVESTMENT PROPERTIES?*
  • Are you involved in bankruptcy, foreclosure, repossession, or had any debt (including credit cards) cancelled?*
  • Do you own or have financial interest in a foreign bank or financial account?*

  • HOW DID YOU HEAR ABOUT US?

  • I CONSENT TO SUBSCRIBE TO TAX WITH TUNSIA TEXT MESSAGES*
  • I CONSENT TO SUBSCRIBE TO TAX WITH TUNSIA EMAILS*
  • How Did You Hear About Us?*

  • TAXWITHTUNSIA LLC WILL PREPARE YOUR INDIVIDUAL FEDERAL TAX RETURN FROM THE INFORMATION YOU HAVE PROVIDED VIA THIS FORM. WE WILL NOT AUDIT OR VERIFY BEYOND REASONABLE MEASURE THE INFORMATION YOU HAVE PROVIDED FOR US. YO THE TAX PAYER, ARE ULTIMATELY RESPONSIBLE FOR THE PREPARATION AND FILING OF YOUR FEDERAL TAX RETURN THE TAXPAYER /SPOUSE NAMED ON THE ABOVE DOCUMENT, HAS PROVIDED TO RIGHT WAY TAX AND FINANCIAL SERVICES LLC. THE ATTACHED AND REQUIRED TAX INFORMATION TO THE BEST OF HIS/HER KNOWLEDGE.  I ATTEST THAT THIS INFORMATION IS ACCURATE, FACTUAL, AND COMPLETE.

     

  • Date*
     / /

  • HOW WOULD YOU LIKE TO RECEIVE YOUR TAX REFUND?

  • DO YOU WANT TO APPLY FOR A TAX REFUND ADVANCE?*
  • Would you like your Tax Preparation fee deducted from your Tax Refund?*
  • How Would You Like to Receive Your Tax Refund?

  • LIVE CHECKS MAY BE PICKED UP BY APPOINTMENT ONLY. YOU CAN EMAIL

    TAXWITHTUNSIA@GMAIL.COM OR CALL 364-978-8821 TO MAKE AN APPOINTMENT

    YOU MUST PRESENT A VALID NON-EXPIRED PHOTO ID UPON PICK UP

    YOU WILL BE EMAILED, CALLED, & TEXT WHEN YOUR TAX REFUND IS READY FOR PICK UP

  • Step 2: Attach, Take Photos or Upload Your Tax Documents

    If you have any trouble attaching documents are taking photos please complete all the items in Step 1 and Step 3 then make an appointment below and click submit below.
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Option 3: Email your tax docs to info@TAXWITHTUNSIA@GMAIL.com (Ex: W2, 1099G, 1099R, 1095A, 1099 IND, 1099MISC)

  • Should be Empty: