Thank you for choosing Above and Distinguished Services & FS LLC as your office for tax preparation and for joining our ever growing family!!! YOU are always our priority. This process of gathering information has been created to make the tax preparation process run more smoothly and securely for you and us. Some sections are not listed as a requirement since not all Taxpayers file with a spouse but if you will be filing married filing jointly or separately, it is required that you complete the section for them as well.
(IF QUESTIONS PERTAIN TO YOU/YOUR SPOUSE/DEPENDENTS AND ARE NOT ANSWERED, THIS CAN DELAY YOUR ESTIMATE AND TAX RETURN SUBMISSION)
You will need email access after Intake Form transmitted to receive your:
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Client Intake Form
TAX FILING YEAR
*
Please Select
2025
2024
2023
2022
2021
2020
2019
SELECT YOUR TAX PREPARER
*
Please Select
Colleen Richardson
Brittany Stubblefield
Brittany Carmack
LaTasha Andrews
TAXPAYER EMAIL
*
example@example.com
SPOUSE EMAIL
example@example.com
Did you pay more than half the cost of keeping up a home for the year for a qualifying person who lived with you more than half of the year?
*
YES
NO
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Filing Status Determination
What was your marital status on December 31 of the tax year?
*
Please Select
Single
Divorced
Legally Separated
Married
Widowed
If Married: Did you live with your spouse any time during the last 6 months?
*
YES
NO
N/A
If married but separated, do you and your spouse maintain separate households?
*
YES
NO
N/A
Is there a legal court order?
*
YES
NO
N/A
Who is one person that you believe qualifies you for HOH status that is either your legal child or relative that has lived with you for more than six months this past year and you provided more than 50% of their support? If No One place N/A in name section next to NO ONE section below
*
Name
Relationship
Lived w/me more than 6 months
Provided more than 50% support
Do you have proof showing lived w/you? (School records, medical records, lease, etc)
Qualifying Person
SON
DAUGHTER
PARENT
ADOPTED CHILD
GRANDCHILD
YES
NO
YES
NO
Yes
No
No One
SON
DAUGHTER
PARENT
ADOPTED CHILD
GRANDCHILD
YES
NO
YES
NO
Yes
No
Did anyone else help pay household bills? (This includes government assistance such as SECTION 8, TANF, Public Housing)
*
YES
NO
N/A
Please upload your lease (required for HOH filing & must be in your name)
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Please upload your utility bill (required for HOH filing & must be in your name)
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CLIENTS INFORMATION
TAXPAYER NAME
*
First Name
Middle Initial
Last Name
Suffix
TAXPAYER SOCIAL SECURITY NUMBER
*
TAXPAYER DATE OF BIRTH
*
-
Month
-
Day
Year
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TAXPAYER SOCIAL SECURITY CARD
*
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TAXPAYER'S DRIVER'S LICENSE/STATE ID
*
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TAXPAYER OCCUPATION
*
TAXPAYER PHONE NUMBER
*
Please enter a valid phone number.
TAXPAYER PREFERRED CONTACT METHOD
*
Please Select
PHONE
EMAIL
SMS
ARE YOU ACTIVE MILITARY?
*
Please Select
YES
NO
ARE YOU LEGALLY BLIND?
*
Please Select
YES
NO
ARE YOU THE DEPENDENT OF ANOTHER?
*
Please Select
YES
NO
Do you have an IP PIN? If so, please list IP PIN in corresponding section.
*
YES/NO
IP PIN
TAXPAYER
YES
NO
Will you be filing with your spouse? (Married Filing Joint or Married Filing Separate)
*
YES
NO
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SPOUSE NAME (required if filing Married Filing Joint or Married Filing Separately)
First Name
Middle Initial
Last Name
Suffix
SPOUSE SOCIAL SECURITY NUMBER (required if filing Married Filing Joint or Married Filing Separately)
SPOUSE DATE OF BIRTH (required if filing Married Filing Joint or Married Filing Separately)
-
Month
-
Day
Year
Date Picker Icon
SPOUSE SOCIAL SECURITY CARD (required if filing Married Filing Joint or Married Filing Separately)
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SPOUSE DRIVER'S LICENSE/STATE ID (required if filing Married Filing Joint or Married Filing Separately)
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SPOUSE OCCUPATION (required if filing Married Filing Joint or Married Filing Separately)
SPOUSE PHONE NUMBER (required if filing Married Filing Joint or Married Filing Separately)
Please enter a valid phone number.
SPOUSE PREFERRED CONTACT METHOD (required if filing Married Filing Joint or Married Filing Separately)
Please Select
PHONE
EMAIL
SMS
ARE YOU ACTIVE MILITARY?
*
Please Select
YES
NO
ARE YOU LEGALLY BLIND?
*
Please Select
YES
NO
ARE THE DEPENDENT OF ANOTHER?
*
Please Select
YES
NO
Do you have an IP PIN? If so, please list IP PIN in corresponding section.
*
YES/NO
IP PIN
SPOUSE
YES
NO
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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
UPLOAD PREVIOUS YEAR TAX RETURN/ACCOUNT TRANSCRIPT
*
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DUE DILIGENCE
DID YOU/DO YOU ALL
*
YES
NO
Did you or your spouse collect Social Security or Retirement Income?
Did you or your spouse receive unemployment compensation last year?
Did you or your spouse have income other than you W-2(s)?
Did you, your spouse, or your dependent(s) have health insurance through Healthcare.gov or received a 1095-A form?
Did you, your spouse, or your dependent(s) get a student loan or make college tuition payments?
Did you or your spouse make a withdrawal from a 401K?
Did you or your spouse pay mortgage/property taxes/insurance?
DO YOU/DO YOU ALL
*
YES
NO
Do you owe any delinquent Child Support?
Do you owe any delinquent Alimony?
Do you owe any delinquent Student Loans?
Do you owe any delinquent Back Taxes?
Do you owe the IRS?
HAVE YOU/HAVE YOU ALL
*
YES
NO
RESPONSE
Have you already attempted to file your current year tax return?
Have you ever had a rejection on a previous year tax return?
Have you ever been audited by the IRS? If so, what was the Outcome?
Have you, your spouse, or dependent(s) ever claimed the American Opportunity Tax Credit? If so, for how many years?
Have you, your spouse, or dependent(s) ever been charged with a drug related felony? If so, who?
Have you ever been disallowed the Earned Income Tax Credit, the Child Tax Credit, and/or the Additional Child Tax Credit? If so, when and why?
Please upload all of the above documents that you, your spouse and/or your dependents received. (do not upload income documents here, there is a section for it below.)
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Will you be claiming any dependents? If yes, please list their information in the fields below and answer all corresponding questions that apply to you and/or your dependents.
*
Please Select
YES
NO
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DEPENDENTS SECTION
Earned Income Credit (EIC) increases with up to 3 qualifying children—that’s the maximum allowed. You must also meet AGI limits to qualify. If you are Married Filing Separately, you cannot claim EIC.
Has the child(ren) lived with you for more than six months of the year?
*
Please Select
YES
NO
PLEASE LIST DEPENDENT(S) INFORMATION
*
DEPENDENT FIRST NAME
DEPENDENT MIDDILE INITIAL
DEPENDENT LAST NAME & SUFFIX
DEPENDENT SOCIAL SECURITY NUMBER
DEPENDENT DATE OF BIRTH
DEPENDENT AGE
LIVED W/YOU FOR HOW MANY MONTHS?
DEPENDENT RELATIONSHIP
IS DEPENDENT DISABLED
DOES DEPENDENT HAVE IP PIN(LIST BELOW)
IP IN#
DEPENDENT 1
YES
NO
DEPENDENT 2
YES
NO
DEPENDENT 3
YES
NO
DEPENDENT 4
YES
NO
DEPENDENT(S) BIRTH CERTIFICATE(S)
*
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DEPENDENT(S) SOCIAL SECURITY CARD(S)
*
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If you are a single parent, Where is the other parent(s)?
Why isn't the other parent(s) claiming the dependent(s)?
Does the other parent(s) make enough to support the child(ren)?
*
Please Select
YES
NO
Did anyone else live in the home that provides financial support for your dependent(s)?
*
Please Select
YES
NO
How often does the dependent(s) stay with the other parent?
*
Did you pay someone to watch your child(ren)?
*
Please Select
YES
NO
Did you receive any type of supplemental, non- taxable income such as child support, welfare benefits, social security, etc. for your child(ren)?
*
Please Select
YES
NO
What school does the child(ren) attend?
SCHOOL NAME
DEPENDENT 1
DEPENDENT 2
DEPENDENT 3
DEPENDENT 4
Caregiver Information (can be someone you paid to watch child that's not a daycare)
Caregiver/Business Name
Caregiver SSN/Daycare EIN#
Caregiver Address/Daycare Address
Any thoughts?
CAREGIVER INFORMATION
Childcare Supporting Documents(childcare statements, etc.)
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Supporting Documents(school records, medical records, adoption papers, court order paperwork, etc.)
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WHO:
*
ME
OTHER PARENT
OTHER
N/A
CARRIES HEALTH INSURANCE?
PAYS OTHER MEDICAL EXPENSES
Pays for activities & essentials (clothes, lunch, sports, etc.)
Watches children while at work?
Pays for daycare?
Can or could anyone else be eligible to claim this/these dependent(s) on their tax return?
*
Please Select
YES
NO
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Did anyone filing or being claimed on this return attend college?
*
Please Select
YES
NO
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SCHOOL INFORMATION
WHO ATTENDED COLLEGE?
*
ATTENDEE FIRST NAME
ATTENDEE LAST NAME & SUFFIX
SCHOOL NAME
PART/FULL TIME STUDENT
ATTENDEE 1
PART TIME STUDENT
FULL TIME STUDENT
ATTENDEE 2
PART TIME STUDENT
FULL TIME STUDENT
ATTENDEE 3
PART TIME STUDENT
FULL TIME STUDENT
ATTENDEE 4
PART TIME STUDENT
FULL TIME STUDENT
COLLEGE EXPENSES
*
ATTENDEE NAME
EXPENSES AMOUNT
TUITION AMOUNT
ROOM & BOARD AMOUNT
BOOKS AMOUNT
SUPPLIES (ON-CAMPUS) AMOUNT
SUPPLIES (OFF-CAMPUS) AMOUNT
OTHER EXPENSES AMOUNT
ATTENDEE 1
ATTENDEE 2
ATTENDEE 3
ATTENDEE 4
WHO PAYS FOR?
*
ME
OTHER PARENT
OTHER
ROOM & BORAD
TUITION
ENTERTAINMENT
CELL PHONE
INTERNET
Upload 1098-T(s) school form for anyone/everyone on this return who attended college
*
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MARKETPLACE INFORMATION
Did anyone listed on this return receive health insurance through the Market Place (i.e., Ambetter)?
*
Please Select
YES
NO
This setup may have been done through social media and/or ads about getting extra funds for groceries, doctor's office, and other methods. If you are unsure please call 800-318-2596 for 1095-a Information. Ask them how to or to help you access your 1095A or have them provide you with the totals on lines 33A, 33B, and 33C.
*
RESPONSE
I acknowledge that I HAVE verified that I, nor anyone on this return had the Market Place Health Insurance (Acknowledge the two sections in the Marketplace Acknowledgements Section)
I acknowledge that I HAVE verified that I, and/or someone on this return had the Market Place Health Insurance (SKIP the Marketplace Acknowledgements Section and complete the Form or Upload in the 1095A Section)
If you do not have have the physical form you can contact your Insurance Provider or the number listed above and they can provide you the amounts off the document from Lines 33A, 33B, 33C.
33A
33B
33C
TAXPAYER
SPOUSE
DEPENDENT 1
DEPENDENT 2
DEPENDENT 3
DEPENDENT 4
Please upload any/all 1095A forms(This is normally sent to you through the mail or you may be able to access online)
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DOCUMENTS SECTION
Please upload all Documents. DO NOT UPLOAD SELF EMPLOYMENT DOCUMENTS IN THIS SECTION. THERE IS A SECTION FOR IT BELOW.
W2'S
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1099's(1099-G, 1099-R, 1099-MISC, 1099-NEC, 1099-INT, 1099-SSA)
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Rental Income
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Investment Income
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MORTGAGE INTEREST
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PROPERTY TAXES
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CHARITABLE CONTRIBUTIONS
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MEDICAL EXPENSES
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Please upload any documents you received that you feel, have been told, or you normally file with your tax return that was not mentioned above.
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Please list any additional or updated information that needs to be communicated to your tax preparer or input N/A.
*
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WERE YOU OR ANYONE LISTED ON THIS TAX RETURN SELF EMPLOYED?
*
Please Select
YES
NO
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SELF EMPLOYMENT INCOME
*
YES/NO
IF NO, WHEN?
DID YOU START THE BUSINESS THIS YEAR?
YES
NO
*
RESPONSE
WHAT KIND OF BUSINESS DO YOU HAVE?
*
YES/NO
EIN NUMBER
DO YOU HAVE AN EIN NUMBER?
YES
NO
BUSINESS 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
If you have more than one business but it is the same type of business, just add the income and expense totals together below.
SELF EMPLOYMENT GROSS INCOME TOTAL
An ordinary expense is one that is common and accepted in your industry. A necessary expense is one that is helpful and appropriate for your trade or business. "Necessary expenses" generally refers to costs that are indispensable, helpful, or appropriate for a specific purpose, context, or operation.
AMOUNTS
ORDINARY EXPENSE
NECESSARY EXPENSE
ADVERTISING
CAR & TRUCK EXPENSES
COMMISSION & FEES
CONTRACT LABOR
DEPLETION
EMPLOYEE BENEFIT PROGRAM
INSURANCE (OTHER THAN HEALTH)
INTEREST-MORTGAGE
INTEREST-OTHER
LEGEL & PROFESSIONAL SERVICES
OTHER EXPENSES
TOTAL BUSINESS MILEAGE
AMOUNTS
ORDINARY EXPENSE
NECESSARY EXPENSE
OFFICE EXPENSES
PENSION & PROFIT-SHARING PLAN
RENT OR LEASE-VEHICLES, MACHINERY, EQUIPMENT
RENT OR LEASE-OTHER BUSINESS PROPERTY
REPAIRS & MAINTENANCE
SUPPLIES
TAXES & LICENSES
TRAVELS, MEALS & ENTERTAINMENT-TRAVEL
TRAVELS, MEALS & ENTERTAINMENT-ENTERTAINMENT
UTILITIES
COMMUTING MILEAGE
RESPONSE
Where did you perform this work?
How do you get paid?
Do you have a designated work area that no one else uses or is work preformed in regular living areas?
If work performed in home, how much area is used for business?
Do you rent or own the space where work is performed?
How much do you pay for the space where work is performed?
How many hours per week do you work providing this services?
YES/NO
RESPONSE
RESPONSE
Do you have written records of income & expenses? (If so, please upload below)
YES
NO
N/A
Do you have written records of the clients you handled?
YES
NO
N/A
Do you have records with dates & amounts clients paid?
YES
NO
N/A
Do you have receipts for expenses?
YES
NO
N/A
Did anyone else work with you? If so, how are they paid?
YES
NO
N/A
Do you need licenses, insurances, classes or certifications for the work you performed?
YES
NO
N/A
Do you pay for advertising? (If so, input how much)
YES
NO
N/A
Do you driver for you business? If so, how many miles per day? List year, make and model of vehicle.
YES
NO
N/A
Do you have a separate vehicle for personal use?
YES
NO
N/A
Do you have have the amounts you spent on tools, supplies, and materials? (If so, please input how much)
YES
NO
N/A
Vehicle Information (required if drove for business)
Vehicle Information
Year of Vehicle
Make of Vehicle
Model of Vehicle
Year put in service
Upload Income/Expense Records
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Initials acknowledging the business information provided is accurate and true to the best of your knowledge
*
Do you have another self employment business that is a different business type than the one listed above?
*
Please Select
YES
NO
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Business 2
*
YES/NO
IF NO, WHEN?
DID YOU START THE BUSINESS THIS YEAR?
YES
NO
*
RESPONSE
WHAT KIND OF BUSINESS DO YOU HAVE?
*
YES/NO
EIN NUMBER
DO YOU HAVE AN EIN NUMBER?
YES
NO
BUSINESS 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
If you have more than one business but it is the same type of business, just add the income and expense totals together below.
SELF EMPLOYMENT GROSS INCOME TOTAL
An ordinary expense is one that is common and accepted in your industry. A necessary expense is one that is helpful and appropriate for your trade or business. "Necessary expenses" generally refers to costs that are indispensable, helpful, or appropriate for a specific purpose, context, or operation.
AMOUNTS
ORDINARY EXPENSE
NECESSARY EXPENSE
ADVERTISING
CAR & TRUCK EXPENSES
COMMISSION & FEES
CONTRACT LABOR
DEPLETION
EMPLOYEE BENEFIT PROGRAM
INSURANCE (OTHER THAN HEALTH)
INTEREST-MORTGAGE
INTEREST-OTHER
LEGEL & PROFESSIONAL SERVICES
OTHER EXPENSES
TOTAL BUSINESS MILEAGE
AMOUNTS
ORDINARY EXPENSE
NECESSARY EXPENSE
OFFICE EXPENSES
PENSION & PROFIT-SHARING PLAN
RENT OR LEASE-VEHICLES, MACHINERY, EQUIPMENT
RENT OR LEASE-OTHER BUSINESS PROPERTY
REPAIRS & MAINTENANCE
SUPPLIES
TAXES & LICENSES
TRAVELS, MEALS & ENTERTAINMENT-TRAVEL
TRAVELS, MEALS & ENTERTAINMENT-ENTERTAINMENT
UTILITIES
COMMUTING MILEAGE
RESPONSE
Where did you perform this work?
How do you get paid?
Do you have a designated work area that no one else uses or is work preformed in regular living areas?
If work performed in home, how much area is used for business?
Do you rent or own the space where work is performed?
How much do you pay for the space where work is performed?
How many hours per week do you work providing this services?
YES/NO
RESPONSE
RESPONSE
Do you have written records of income & expenses? (If so, please upload below)
YES
NO
N/A
Do you have written records of the clients you handled?
YES
NO
N/A
Do you have records with dates & amounts clients paid?
YES
NO
N/A
Do you have receipts for expenses?
YES
NO
N/A
Did anyone else work with you? If so, how are they paid?
YES
NO
N/A
Do you need licenses, insurances, classes or certifications for the work you performed?
YES
NO
N/A
Do you pay for advertising? (If so, input how much)
YES
NO
N/A
Do you driver for you business? If so, how many miles per day? List year, make and model of vehicle.
YES
NO
N/A
Do you have a separate vehicle for personal use?
YES
NO
N/A
Do you have have the amounts you spent on tools, supplies, and materials? (If so, please input how much)
YES
NO
N/A
Vehicle Information (required if drove for business)
Vehicle Information
Year of Vehicle
Make of Vehicle
Model of Vehicle
Year put in service
Upload Income/Expense Records
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Initials below acknowledging the business information provided is accurate and true to the best of your knowledge
*
Do you have another self employment business that is a different business type than the ones listed above?
*
Please Select
YES
NO
If yes to the above question, please upload the required documents below that was requested for the previous business types.
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Refund Disbursement
WOULD YOU LIKE TO:
*
YES
NO
Apply for Tax Refund Advance(up to $7,000) Approval is not guaranteed. Fees and finance charges do apply and will be deducted from refund.
Add Audit Protection($92.00 added fee)
Add Identity Theft Protection($59.95 added fee)
Refund Payment Method(Bank Transfer: Timeframes are estimates from the date the return is accepted electronically by the IRS, you will receive your funds less filing fees)If you are opting in for a Tax Advance Loan, one of the RT options has to be chosen)
REFUND DISBURSEMENT METHOD
*
RT-Refund Transfer: Check (7-21 days) (BANK TRANSFER fees deducted from refund) (check will be printed by Tax Office)(BANK PRODUCT)
RT-Refund Transfer: Prepaid Debit Card (7-21 days) (BANK TRANSFER fees deducted from refund) (tax preparer will provide the card to you) (BANK PRODUCT)
RT-Refund Transfer: Direct Deposit (7-21 days) (BANK TRANSFER fees deducted from refund) (BANK PRODUCT)
E-file: Direct Deposit (10-21 days) FEES PAID AT TIME OF SERVICES, THIS OPTIONS IS AT TAX PROS DISCRETION) -THIS OPTION NOT AVAIL IF APPLYING FOR CASH ADVANCE
E-File: Check (3-4 weeks) FEES PAID AT TIME OF SERVICES, THIS OPTIONS IS AT TAX PROS DISCRETION) -THIS OPTION NOT AVAIL IF APPLYING FOR CASH ADVANCE (check will be printed by Tax Office)
Mailed Paper Return (6-8 weeks) (FEES PAID AT TIME OF SERVICES
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DIRECT DEPOSIT INFORMATION
If you chose Direct Deposit please list your information below (this information is needed for your refund to be deposited electronically or for your balance owed to be paid:
Bank Name
*
*
CHECKING
SAVINGS
*
*
Upload a screenshot of your banking information to be used for confirmation with your name visible for the account. You can create a deposit form and upload if needed
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Initial below to acknowledge your direct deposit information that you provided to be accurate and true. Above & Distinguished can not be held liable for any wrongly provided information.
*
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TERMS & CONDITIONS
Must read and scroll through all text in order to acknowledge
By Typing Your Name and Dating this document in the next section, you agree that everything entered on this form and your tax return is true and correct to the best of your knowledge. If estimate created is accepted, you will receive another document for signatures.
TAXPAYER NAME
*
First Name
Last Name
SPOUSE NAME
First Name
Last Name
Taxpayer Signature
*
Spouse Signature (required if married filing joint or separate)
TODAY'S DATE
*
/
Month
/
Day
Year
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Submit
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