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  • Format: (000) 000-0000.
  • What is your marital status?*
  • Spouse Date of Birth*
     - -
  • Format: (000) 000-0000.
  • Does your spouse live at a different address than you?*
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  • Page 2: Dependent Information

    Please complete this section if you're claiming dependents on your return.
  • Do you have any dependents you are claiming on your tax return?*
  • Dependent Date of Birth*
     - -
  • Did Dependent Live With You 6+ Months?*
  • Was this due to divorce, separation, or a custody agreement?*
  • Did you financially support this dependent for more than 50% of the year?*
  • Was the dependent a full-time student away from home?*
  • Was the dependent born or passed away in 2025?*
  • Dependent Date of Birth*
     - -
  • Did Dependent Live With You 6+ Months?*
  • Was this due to divorce, separation, or custody?*
  • Did you financially support more than 50%?*
  • Was the dependent a full-time student away from home?*
  • Was the dependent born or deceased in 2025?*
  • Dependent Date of Birth*
     - -
  • Did dependent live with you 6+ months?*
  • Was this due to divorce, separation, or custody?*
  • Did you financially support more than 50%?*
  • Was the dependent a full-time student away from home?*
  • Was the dependent born or deceased in 2025?*
  • IRS allows unlimited dependents to be claimed, but some tax credits (like EITC and Child Care) may only apply to up to 2 or 3 dependents. We'll calculate all eligible benefits based on your situation. If you have more than 3 dependents please reach out to us.

  • Page 3: Employment & Income

    Tell us about your income sources in 2024. Upload your W-2 s, 1099s, and any proof of self-employment or business income.
  • Did you have any jobs or employment income in 2025?*
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  • Did you have any self-employment, freelance, gig work, or side hustle income?*
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  • Did you receive unemployment benefits in 2025?
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  • Did you receive any of the following in 2025?*
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  • Self-Employment

    Please complete this section if you were self-employed in 2024
  • Did you operate a business or receive self-employment income?*
  • Did you receive a 1099-NEC or 1099-K?*
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  • Did you have business expenses?*
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  • Should be Empty: