Legacy Tax Care - Customer Form

Legacy Tax Care - Customer Form

Please fill out the form below to provide your tax-related information and upload relevant documents.
Full Name*

First NameLast Name
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
Residential Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Select your Tax filing status

SingleMarried filing Jointly (MFJ)Married Filing Separately (MFS)Head of Household (HoH)Qualifying Surviving spouse
Date of Birth (DOB)

MonthDayYear
Date
Occupation*
Driver License number*
Dependents > Name / SSN / DOB
Additional Comments or Information
Please upload the Following:
- ID (Identification)
- Social Security Card (SSC)
- W2
- 1099
- 1095A Form (Marketplace Inc)
- 1098 (Tuition Statement)
Upload Tax Documents*

Cancelof
Should be Empty: