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Tax Filing Year
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2025
2024
2023
2022
2021
2020
Referral Source: Let us know who referred you, or where you found out about our business
Referred by a friend or colleague (please provide name)
Found online (e.g., IRS.gov, Google, Yelp, etc.
Social media Social media (please specify platform)
if referred, pleas list Referral's Name If other (please list how you found us)
Select Your Tax Preparer
Please Select
ANY
Britany
Velvet
Manisha
Nykeitha
Antanyia
Shaniqua
Brandi
Breon
Jamisha
LaTrice
Erica
Are you interested in receiving a tax advance up to $7000 today?*
Please Select
YES
NO
UP TO $7000 can be advanced from your refund if approved within 24 hrs ****NO CREDIT CHECK REQUIRED
Full Name
First Name
Last Name
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Mailing Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Taxpayers Date of Birth
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Month
-
Day
Year
Date
Full Social Security Number
Upload unexpired DL/ID card/Passport
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Filing Status
Head of Household
Single
Married Filing Jointly
Qualifying Widow With Dependent
Your Occupation
Primary Taxpayer - Please Check Any That Apply
Taxpayer can be claimed as a dependent on someone else's return.
Taxpayer was over age 18 and a full-time student at an eligible educational institution.
Taxpayer is blind.
Taxpayer has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year.
Taxpayer prefers to receive written communications from the IRS in a language other than English.
Taxpayer prefers to receive written communications from the IRS in an accessible format.
Taxpayer is disabled.
TAXPAYER IP PIN (issued from IRS yearly) EVERYONE DOESNT HAVE THIS. IF IT DOESNT APPLY SKIP
Upload w2's (if applicable)
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Spouse or Partner's Information
If no spouse, please skip.
Name
First Name
Last Name
Spouse's Date of Birth
-
Month
-
Day
Year
Date
Spouse's Full Social Security Number
Spouse's Occupation
Spouse's Email Address
example@example.com
Spouse - Please Check Any That Apply
Spouse can be claimed as a dependent on someone else's return.
Spouse was over age 18 and a full-time student at an eligible educational institution.
Spouse is blind.
Spouse is deceased.
Spouse has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year.
Spouse prefers to receive written communications from the IRS in a language other than English.
Spouse prefers to receive written communications from the IRS in an accessible format.
Spouse is disabled.
Upload w2's (if applicable)
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Dependent Information
The Earned Income Credit (EIC) increases with the first 3 Children you claim. The maximum number of dependents you can claim for Earned Income Purposes is Three. You MUST also meet other requirements related to your Adjusted Gross Income (AGI) to qualify for EIC. If you are MARRIED and FILING SEPARATE you CAN'T claim the credit.
Do your dependents have an IP PIN?
Yes
No
Not sure
Dependent Information
Business Information
Please complete if you are self employed.
Are you self employed or a business owner?
Yes
No
If so what kind of business do you have?
Please provide your business EIN Number
How long have you been in business?
Please upload your profit/expense records.
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Did you have a vehicle you used for your business?
Yes
No
If so, list the year make and model of the vehicle.
Do you have a separate personal vehicle?
Yes
No
Do you have marketplace insurance? If so please upload your 1095C form
Yes
No
1095C Form
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Did you get a refund last year? If so, upload transcript or copy of tax return at the bottom of this form? (new clients ONLY)
Yes
No
*******NEW CLIENTS last year's transcript or tax return upload************
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Have you undergone a tax audit?
Please Select
Yes
No
If so, Please provide the year/s of audit and what were the outcomes of the audits
Additional Tax Documents & Uploads
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