Registration Form

Registration Form

Please complete the form carefully and ensure all information is accurate. This will help a smooth call and filing process. If there's anything you're unable to upload or accidentally omit, feel free to email it to us separately.
Name

First NameMiddle NameLast Name
Birth Date

MonthDayYear
E-mail
example@example.com
Mobile Number
Format: (000) 000-0000.
If filing Married filing joint or separately include Spouse information

First NameLast Name
Spouse Birth Date

MonthDayYear
Spouse E-mail
example@example.com
Current Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Job Title:
Company (if Applicable)
Filing Status
Do you have more than one source of income?
Do you have dependents?
Do you pay for child care?
Did you attend college?
Do you own a home or pay a mortgage?
Did you purchase insurance through the health marketplace?
Did you receive a 1095-A medical statement?
Did you work overtime?
Did you finance a new car in 2025?
Did you have a baby in 2025?
Do you buy/sell/trade stocks? (ex: Robinhood, Coinbase, Merill Lynch)
Banking Information

Where refund will be deposited
Bank Name
Account Number
Routing Number
Upload all necessary tax documents (Identification, W2, 1099, 1098, Child Care, ect) Please include prior year tax returns if you are NOT a returning client.

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Upload license (upload passport if you currently don't have an updated ID) include spouse if married filing joint.

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Additional Comments
Please verify that you are human
Should be Empty:

Registration Form

Banking Information