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“Fast, Accurate, Year-Round Filing”
Taxpayers Name
First Name
Last Name
Social Security Number
Date Of Birth
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Occupation
Address
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Upload Drivers License/ State Government ID/ Social Security Card
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Best Contact Method
Please Select
Call
Text
Email
Filing Status
Please Select
Single
Head of Household
Married Filing Joint
Select the income forms that apply to you
W2 Wage Statement(s)
1099 (NEC,K,R,ETC)
Gig/Cash Work
Other (Business Income, etc.)
NONE APPLY TO ME
Upload Income Documents
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Claiming dependent(s)?
Please Select
Yes
No
Select the documents you can provide for dependent(s)
School Records
Medical Records
Birth Certificate
Immunization (shot) Records
Social Security Card
Upload ALL dependent(s) document(s) below
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Do you have an legal business?
Please Select
Yes
No
Do you have an EIN (employment Identification number)?
Please Select
Yes
No
click the business structure that applies to you
LLC
S CORP
SOLE PROPIETOR
NON PROFIT ORGANIZATION
Do you have any unfiled tax returns from previous years?
Please Select
Yes, I have previous years that need to be filed.
No, I’m up to date.
Do you have a copy of your last years tax return? *
Please Select
Yes
No
Were you, your spouse or dependents previously issued an Identity Protection Pin (IP PIN) by the IRS?
Yes, I/we have an IP PIN(s)
No, I/we don’t have a IP PIN(s)
Upload your IP PIN letter or screenshot from your ID.ME account with your IP PIN number.
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Can another taxpayer claim you as a dependent on their 2026 tax return?
Please Select
Yes
No
Can anyone else claim dependent(s) on their 2026 tax return?
Please Select
Yes
No
Did you have Health Insurance through the Marketplace (1095-A)?
*
Please Select
Yes
No
Upload Income Documents (W-2, Bank statements, 1098-T, 1099 etc)
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Would you like to see if you PRE-QUALIFY for a loan advance up to $7500?
Please Select
Yes
No
Would you like your credit fixed?
Please Select
Yes
No
Would you like to set up your estate?
Yes
No
How would you like your return funded?
Please Select
Direct deposit
Paper Check
Prepaid Card
Please enter Bank name (if being funded direct deposit)
Account Number
Routing Number
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MaxTax Pro Solutions
Taxpayer Due Diligence & Client Authorization
Taxpayer Due Diligence & Accuracy Statement
*
I certify that all information provided to Max Tax Pro Solutions is accurate and complete. I understand I am responsible for the information on my tax return and authorize my preparer to rely on it to file my taxes in accordance with IRS due diligence requirements.
IRS Credit Due Diligence Acknowledgment
*
I acknowledge that Max Tax Pro Solutions is required by the IRS to comply with Due Diligence requirements related to eligibility for Head of Household filing status, Earned Income Credit (EITC), Child Tax Credit (CTC), and Additional Child Tax Credit (ACTC).I understand that I may be asked to provide additional documentation to support eligibility and that failure to do so may delay or prevent filing.
Guarantee of Refund or Approval
*
I understand that Max Tax Pro Solutions does not guarantee any specific refund amount, advance approval, processing time, or acceptance by the IRS or state tax agencies. Refund amounts and approval decisions are determined solely by the IRS and applicable state agencies.
Authorization to Prepare & Electronically File Tax Return
*
I authorize Max Tax Pro Solutions to prepare my federal and/or state tax return using the information I have provided. I further authorize my tax preparer to electronically file my return once I have reviewed and approved it.I understand that submitting this form does not constitute filing until final review and authorization are completed.
Signature
*
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