If We Were Communicating Via Social Media , What Is Your Social Media Name?
Name
*
First Name
Last Name
Spouse Name (If filing joint)
First Name
Last Name
Social Security Number (INCLUDE DASHES)
*
Spouse Social Security Number (INCLUDE DASHES)
Date of Birth (INCLUDE DASHES)
*
Spouse Date of Birth (INCLUDE DASHES)
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
📞Phone
*
Format: (000) 000-0000.
Spouse Phone
Format: (000) 000-0000.
📧Email
*
Spouse Email
Occupation
*
Spouse Occupation
Dependent(s) List Each Individual
Filing Status
*
Single
Married filing jointly
Married filing separately
Head Of Household
Qualifying surviving spouse
Did You Receive A Refund Last Year?
*
Please Select
Yes
No
If You Received A Refund Enter The Amount Below.
*
If You Didn’t Receive A Refund Enter 0.
Where There Any Issues With Your Prior Year?
Were You Audited By The IRS Last Year?
*
Please Select
Yes
No
Do You Have An IP PIN # ?
*
Please Select
Yes
No
This was issued by the IRS and is needed to process the return.Please Provide it, If you have it.
Did You Have Market Place Insurance?
*
Please Select
Yes
No
Tax Documents (W2,1099,Unemployment,etc.)
*
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ID/Driver License
*
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Social Security Card & Birth Certificate For Each Individual Listed On The Return
*
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Lease And/Or Utility Bill
*
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of
Other Documents
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of
Bank Name
Account Type
Checkings
Savings
Routing Number
Account Number
Do You Need A Card Or Check For Your Refund?
Please Select
Card
Check
Direct Deposit
Tax Payer Signature ( Must Be Legible)
*
Spouse Signature
Date
*
 -
Month
 -
Day
Year
Date
2025 Tax Preparer
*
Please Select
Sharaze Perkins(Owner)
Shy’Unique Givens
Anna Ragland
Randrill Hall
Leonsha Allen
Shaunguette Walker
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