Hi, I’m Natalie — Founder & CEO of Haus of Heirs Consulting LLC, serving tax clients nationwide for over 10 years. I help individuals and families maximize refunds, stay compliant, and file with confidence. At Haus of Heirs, we value integrity, accuracy, and education — because true wealth starts with filing smart.
Were you referred? If so, by whom?
Communicated via Social Media? If so, what is your social media name and from which platform?
Name
First Name
Last Name
Suffix
Date of Birth (mm-dd-yyyy)
SSN (Include Dashes xxx-xx-xxx)
Phone Number
Please enter a valid phone number.
Email
example@example.com
Occupation
What is your filing status?
Please Select
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er) with Dependent Child
Spouse Name
First Name
Last Name
Suffix
Spouse Date of Birth (mm-dd-yyyy)
Spouse SSN (Include Dashes xxx-xx-xxx)
Spouse Occupation
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
How much is your monthly rent?
Did you receive a refund last year?
Yes
No
Were you audited last year?
Yes
No
Current Year IP Pin # (If you don't have one, enter 6 zeros)
This was provided by the IRS and is needed to process your return
Do you have Marketplace Insurance (1095-A)?
Yes
No
Unsure
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Please disregard and skip if you do not have any dependents
Dependent 1 Full Name
First Name
Middle Initial
Last Name
SSN (include dashes xxx-xx-xxxx)
Date of Birth (mm-dd-yyy)
Relationship to You
Dependent 2 Full Name
First Name
Middle Initial
Last Name
SSN (include dashes xxx-xx-xxxx)
Date of Birth (mm-dd-yyy)
Relationship to You
Dependent 3 Full Name
First Name
Middle Initial
Last Name
SSN (include dashes xxx-xx-xxxx)
Date of Birth (mm-dd-yyy)
Relationship to You
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Routing Number (9 digits)
Confirm Routing Number (9 digits)
Account Number
Confirm Account Number
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Tax Documents (W2, 1099, Unemployment, SSI, Marketplace Insurance, etc)
Browse Files
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Proof of Identity ( Driveres License / State-Issued ID)
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SSN Cards for Each Individual on the Return
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Other Documents
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Tax Preparer Signature (Must be legible)
Spouse Signature (Must be legible)
Date
/
Month
/
Day
Year
Today's Date
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For Tax Preparation Fees
Signature
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