2024 INCOME TAX FILING

1
Filing Status
Single
Married Filing Joint
Qualifying Widower
Head Of house
2
Name
your name first and last
spouse name if applicable
3
Age and Sex
Are You Male or Female
4
Date of Birth
Date
Month
Day
Year
5
Phone Number
Please enter a valid phone number.
6
Email
example@example.com
7
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
8
State ID or Driver Licenses
Name of State and ID Number
9
Where do you work
In the office or home
10
Occupation
11
SSN
12
Are you a full-time student or are there any college student in your home?
Yes
No
13
Are you totally and permanently disabled?
Yes
No
14
Are you legally blind?
Yes
No
15
Is this individual dependent of other?
Yes
No
16
Spouse Name
First and Last Name
Driver Licenses or State ID
17
Spouse Sex Male Or Female
18
Age
19
Date of Birth
Date
Month
Day
Year
20
Phone Number
Please enter a valid phone number.
21
Email
example@example.com
22
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
23
Occupation
24
SSN
25
Are you a full-time student or any full time student in your household?
Yes
No
26
Are you totally and permanently disabled?
Yes
No
27
Are you legally blind?
Yes
No
28
Is this individual dependent of other?
Yes
No
29
Enter your dependents here
Name
SSN
Date of Birth
Relationship
AGE
SCHOOL
SCHOOL ADDRESS
1
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
Row 0, Column 4
Row 0, Column 5
Row 0, Column 6
2
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Row 1, Column 3
Row 1, Column 4
Row 1, Column 5
Row 1, Column 6
3
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Row 2, Column 3
Row 2, Column 4
Row 2, Column 5
Row 2, Column 6
4
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Row 3, Column 3
Row 3, Column 4
Row 3, Column 5
Row 3, Column 6
5
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Row 4, Column 3
Row 4, Column 4
Row 4, Column 5
Row 4, Column 6
6
Row 5, Column 0
Row 5, Column 1
Row 5, Column 2
Row 5, Column 3
Row 5, Column 4
Row 5, Column 5
Row 5, Column 6
1
2
3
4
5
6
Name
Row 0, Column 0
SSN
Row 0, Column 1
Date of Birth
Row 0, Column 2
Relationship
Row 0, Column 3
AGE
Row 0, Column 4
SCHOOL
Row 0, Column 5
SCHOOL ADDRESS
Row 0, Column 6
Name
Row 1, Column 0
SSN
Row 1, Column 1
Date of Birth
Row 1, Column 2
Relationship
Row 1, Column 3
AGE
Row 1, Column 4
SCHOOL
Row 1, Column 5
SCHOOL ADDRESS
Row 1, Column 6
Name
Row 2, Column 0
SSN
Row 2, Column 1
Date of Birth
Row 2, Column 2
Relationship
Row 2, Column 3
AGE
Row 2, Column 4
SCHOOL
Row 2, Column 5
SCHOOL ADDRESS
Row 2, Column 6
Name
Row 3, Column 0
SSN
Row 3, Column 1
Date of Birth
Row 3, Column 2
Relationship
Row 3, Column 3
AGE
Row 3, Column 4
SCHOOL
Row 3, Column 5
SCHOOL ADDRESS
Row 3, Column 6
Name
Row 4, Column 0
SSN
Row 4, Column 1
Date of Birth
Row 4, Column 2
Relationship
Row 4, Column 3
AGE
Row 4, Column 4
SCHOOL
Row 4, Column 5
SCHOOL ADDRESS
Row 4, Column 6
Name
Row 5, Column 0
SSN
Row 5, Column 1
Date of Birth
Row 5, Column 2
Relationship
Row 5, Column 3
AGE
Row 5, Column 4
SCHOOL
Row 5, Column 5
SCHOOL ADDRESS
Row 5, Column 6
1 of 6
30
Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it? 1995-A or B
Yes/No
Employer
Spouse Ins
Exchange/ Marketplace
Direct with Insurer
Medicare
Medicaid
Taxpayer
Yes
No
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
Row 0, Column 4
Row 0, Column 5
Row 0, Column 6
Spouse
Yes
No
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Row 1, Column 3
Row 1, Column 4
Row 1, Column 5
Row 1, Column 6
Dependent 1
Yes
No
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Row 2, Column 3
Row 2, Column 4
Row 2, Column 5
Row 2, Column 6
Dependent 2
Yes
No
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Row 3, Column 3
Row 3, Column 4
Row 3, Column 5
Row 3, Column 6
Dependent 3
Yes
No
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Row 4, Column 3
Row 4, Column 4
Row 4, Column 5
Row 4, Column 6
Dependent 4
Yes
No
Row 5, Column 0
Row 5, Column 1
Row 5, Column 2
Row 5, Column 3
Row 5, Column 4
Row 5, Column 5
Row 5, Column 6
Dependent 5
Yes
No
Row 6, Column 0
Row 6, Column 1
Row 6, Column 2
Row 6, Column 3
Row 6, Column 4
Row 6, Column 5
Row 6, Column 6
Taxpayer
Spouse
Dependent 1
Dependent 2
Dependent 3
Dependent 4
Dependent 5
Yes/No
Yes
No
Row 0, Column 0
Employer
Row 0, Column 1
Spouse Ins
Row 0, Column 2
Exchange/ Marketplace
Row 0, Column 3
Direct with Insurer
Row 0, Column 4
Medicare
Row 0, Column 5
Medicaid
Row 0, Column 6
Yes/No
Yes
No
Row 1, Column 0
Employer
Row 1, Column 1
Spouse Ins
Row 1, Column 2
Exchange/ Marketplace
Row 1, Column 3
Direct with Insurer
Row 1, Column 4
Medicare
Row 1, Column 5
Medicaid
Row 1, Column 6
Yes/No
Yes
No
Row 2, Column 0
Employer
Row 2, Column 1
Spouse Ins
Row 2, Column 2
Exchange/ Marketplace
Row 2, Column 3
Direct with Insurer
Row 2, Column 4
Medicare
Row 2, Column 5
Medicaid
Row 2, Column 6
Yes/No
Yes
No
Row 3, Column 0
Employer
Row 3, Column 1
Spouse Ins
Row 3, Column 2
Exchange/ Marketplace
Row 3, Column 3
Direct with Insurer
Row 3, Column 4
Medicare
Row 3, Column 5
Medicaid
Row 3, Column 6
Yes/No
Yes
No
Row 4, Column 0
Employer
Row 4, Column 1
Spouse Ins
Row 4, Column 2
Exchange/ Marketplace
Row 4, Column 3
Direct with Insurer
Row 4, Column 4
Medicare
Row 4, Column 5
Medicaid
Row 4, Column 6
Yes/No
Yes
No
Row 5, Column 0
Employer
Row 5, Column 1
Spouse Ins
Row 5, Column 2
Exchange/ Marketplace
Row 5, Column 3
Direct with Insurer
Row 5, Column 4
Medicare
Row 5, Column 5
Medicaid
Row 5, Column 6
Yes/No
Yes
No
Row 6, Column 0
Employer
Row 6, Column 1
Spouse Ins
Row 6, Column 2
Exchange/ Marketplace
Row 6, Column 3
Direct with Insurer
Row 6, Column 4
Medicare
Row 6, Column 5
Medicaid
Row 6, Column 6
1 of 7
31
Employment Status
Employed
Unemployed
Self-employed
Work From Home
Side Job
Gig Job
Uber /Lyft/ Grub Hub Etc....
Home Health Care
32
Does your dependents have tuition expenses, or day care expenses. (if yes please submit these receipts) if your student is a college student please submit any awards or scholarships recieved
Yes
No
33
Does your dependent attend a private school or university if yes. What type of private institution? Religious, Montessori, Home.
34
If you have tuition or day care expense please add the amount here for each dependent. Upload the 1099T and the day care tuition statement below.
35
Do you have energy star rated improvements to your home?
Windows
Doors
Furnace
Instulation
None of the above
Other
36
Are you currently renting any type of property?
House or Apartment
Storage Facility
Business Space
None of the above
37
What is the monthly rent amount for your home?
38
What is the monthly rent amount for you business or storage
39
How long have you been rented this property?
# of months
40
Do you have your own home? if yes, I will need a copy of your property tax bill
Yes
No
41
Have you sold any stock? if so, will need the the 1099B
Yes
No
42
Did you take money from your 401K ? if so, will need 1099R
Yes
No
43
Did you pay vehicle taxes? if yes, I will need the bill of sale or tax bill and/or registration. (submit documents below)
Yes
No
44
Do you have mortgage interest? (if yes, submit below)
Yes
No
45
Do you have real estate tax? (if yes, submitt below)
Yes
No
46
Did you receive a federal tax last year? (if yes, please submit a copy of your tax return if you did not file with Help Me Financial Services last year)
Yes
No
Other
47
Are you a victim of identity theft?
Yes
No
48
Do you have a pin number with the IRS. (if yes, please its very important)
self, dependants, spouse
49
Business Name and Tax ID Number
Sole or LLC
50
Please fill-up the information within the current year only.
51
General Expenses
Amount
Medical Expenses
Row 0, Column 0
Dental Expenses
Row 1, Column 0
Insurance Premiums paid
Row 2, Column 0
Long Term Care Premiums
Row 3, Column 0
Prescription Drugs and Medications
Row 4, Column 0
Home Mortgage
Row 5, Column 0
Investment Interest
Row 6, Column 0
Cash Contributions
Row 7, Column 0
Non-Cash Contributions
Row 8, Column 0
Unreimbursed Business Expenses
Row 9, Column 0
Union Dues
Row 10, Column 0
Tax Preparation Fees
Row 11, Column 0
Investment Expenses
Row 12, Column 0
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses
Amount
Row 0, Column 0
Amount
Row 1, Column 0
Amount
Row 2, Column 0
Amount
Row 3, Column 0
Amount
Row 4, Column 0
Amount
Row 5, Column 0
Amount
Row 6, Column 0
Amount
Row 7, Column 0
Amount
Row 8, Column 0
Amount
Row 9, Column 0
Amount
Row 10, Column 0
Amount
Row 11, Column 0
Amount
Row 12, Column 0
1 of 13
52
Make and Model of vehicle
53
Vehicle Registration ( how much did you pay to register your vehicle)
54
Vehicle interest rate ( if you have a car note, the last invoice of the year
55
Business miles driven
56
Vehicle Expense: Fuel Cost, Insurance, Maintance oil change, tires etc.......
57
Total Expense Amount
58
Date Signed
Date
Month
Day
Year
59
Taxpayer Signature
Clear
60
Have you file with Help Me Financial Service before? if so, how many times?
61
Upload Tax Documents, Prior Years Tax Return and Government Issued ID and Proof of Residency. Dependents need two forms of ID. (social, newborns birth certificate, school document, medical card, Wic Card, medical records, ETC..............
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
62
CHECKING ACCOUNT INFORMATION: NAME OF BANK
63
ACCOUNT NUMBER
64
TYPE OF ACCOUNT: CHECKING OR SAVING
65
VERIFY ACCOUNT NUMBER
66
ROUTE NUMBER
67
VERIFY ROUTE NUMBER
68
NAME ON ACCOUNT
69
Referral are appreciated with a $50.00 cash payment. Please list the persons name and phone number that referred you. If you would like to refer a friend please share the app and leave there information here. Payments will be paid after verification.
70
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