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33
Questions
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1
Full Name
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Please Enter Full Name
First Name
Middle Name
Last Name
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2
Current Address
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Enter Your Most Current Address
Street Address
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City
State / Province
Postal / Zip Code
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Afghanistan
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Algeria
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Belgium
Belize
Benin
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Bolivia
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Brazil
Brunei
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Burkina Faso
Burundi
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Canada
Cape Verde
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Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
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Fiji
Finland
France
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Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
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Jordan
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Libya
Liechtenstein
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Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
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Paraguay
Peru
Philippines
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Poland
Portugal
Puerto Rico
Qatar
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Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
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Saint Lucia
Saint Martin
Saint Pierre and Miquelon
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Samoa
San Marino
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Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
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eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
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3
Email
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example@example.com
Confirm Email
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4
Phone Number
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Area Code
Phone Number
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5
Date Of Birth
*
This field is required.
Please Enter Your DOB
-
Date
Month
Day
Year
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6
Filing Status
*
This field is required.
Use The Dropdown To Select Your Filing Status
Please Select
SINGLE
HEAD OF HOUSEHOLD (must claim a dependent in order to qualify as Head Of Household)
MARRIED FILING JOINTLY
MARRIED FILING SEPARATELY
QUALIFYING WIDOW(er)
Please Select
Please Select
SINGLE
HEAD OF HOUSEHOLD (must claim a dependent in order to qualify as Head Of Household)
MARRIED FILING JOINTLY
MARRIED FILING SEPARATELY
QUALIFYING WIDOW(er)
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7
Preferred Method Of Contact
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Phone
Text
Email
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8
Full Social Security Number
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This field is required.
This Form Is Encrypted For Your Protection
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9
Verification - Upload State ID
*
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Front & Back
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10
Verification - Upload SELFIE HOLDING ID
*
This field is required.
Take a "Selfie" holding your ID to your face. Since we are fully virtual, we take this extra step to verify that the person providing the documents and the ID, are the same person. This will not be shared with no one but your tax professional.
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11
Did You Receive Any W-2 Income?
*
This field is required.
If you have NOT received it yet, please wait until you employer(s) has provided all W2's to ensure the accuracy of your tax return
Yes
No
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12
Upload W-2 Forms
File Upload - Multiple Files Allowed
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: 10.6MB
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13
Did You Receive Any 1099 Income?
Self Employed Contractor or gig workers such as Uber, Lyft...
Yes
No
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14
Upload 1099 Forms
File Upload - Multiple Files Allowed
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15
Did Your Receive Unemployment?
Yes
No
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16
Did You Receive Social Security?
SSA-1099
Yes
No
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17
Other Income Types
Skip If Not Applicable
Interest/Dividends
Capital Gains
Crypto
Rental Income
K-1
Other
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18
Additional Income Document Upload
File Upload - Multiple Files Allowed
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19
Are You Claiming Dependents?
*
This field is required.
Children or relatives you took care of in 2025
Yes
No
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20
Add Dependents Details
Add additional row if needed
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21
Months Dependent Lived With You In 2025?
In order to be eligible for the "Child Tax Credit", a Dependent is required to live with you for 12 months
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22
Deductions & Credits
Select Any That Apply For 2025
Child Tax Credit
Earned Income Credit
Childcare Expenses
Education Expenses (1098-T)
Mortgage/Property Tax
Charitable Donations
Medical Expenses
Retirement Contributions
Schedule C Expenses
Health Insurance (1095-A)
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23
Upload Supporting Documents
Skip If No Documents To Upload
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: 10.6MB
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24
Notes
Please Add Any Information We May Have Missed
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Small
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quote
Created with Sketch.
Ok
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25
Direct Deposit Preference?
*
This field is required.
Refund will be direct deposited into the account you provide on the following page
Yes
No
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26
Bank Name
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27
Routing Number
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28
Account Number
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29
Account Type
Select From Dropdown Menu
Please Select
Checking
Savings
Please Select
Please Select
Checking
Savings
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30
Prior Year Tax Return (Optional)
Upload 2024 Tax Return
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31
Consent & Agreements
Must Agree To All In Order To Proceed
I certify the information provided is true and accurate.
I authorize Taxfinity Group, Inc. to prepare and file my return(s).
I understand that preparer fees will be deducted from my refund after the IRS has approved my return.
I consent to receive text/email/phone updates.
I agree to Private Policy & Engagement Terms.
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32
Signature
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Please Sign
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33
Date
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Year
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