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WELCOME TO WALKER LEGACY TAX GROUP Secure Client Tax Intake Portal
We’re honored to assist you with your tax preparation needs. Please select your preferred language to begin your secure filing process. Your information is protected with the highest level of confidentiality and care.
What year will you be filing?
*
Please Select
2021
2022
2023
2024
2025
Will you be applying for a advanced loan?
*
yes
no
Client Acknowledgment & Signature (IRS Processing Notice)
*
I acknowledge that my tax return will not be submitted until the IRS officially begins accepting returns. I understand this may affect processing timelines.
How did you hear about us?
Please Select
Facebook
Instagram
Referred by someone
Robert Walker Jr
Returning client
What is your Facebook name
What is your Instagram name
Did someone refer you? If so, who?
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Full Name
*
First Name
Last Name
Date of Birth
*
/
Month
/
Day
Year
Date
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
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Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Social Security Number.
*
Do you have an IRS Identity Protection Pin
*
Yes
No
Whats your IP PIN?
6 digit PIN from the IRS
Whats your Occupation?
*
Are you or dependent a Full-Time Student? ( Please have 1098-T Form ready)*
*
yes
no
If yes, Please upload 1098-T here
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Employment Status
Employed (w2)
Self-Employed (1099 Business, Side-Gig, Etc.)
Unemployed
Student
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Filing Status?
Single
Head of Household
Married filing Jointly
Married filing Separately
Spouse
First Name
Last Name
Spouse Birthday
-
Month
-
Day
Year
Date
Spouse Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Spouse Email
example@example.com
Spouse Occupation (Married filing jointly)
Spouse Social Security Number
*
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Do you have Dependents
*
Yes
No
Dependent Section
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Upload any documents needed (w2s, 1099s, etc if applicable)
*
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Choose a file
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of
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ID/Drivers License
*
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of
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I understand that if i receive a letter from the IRS to refer back to the chat session for assistance
*
yes
Social Security Card for each Individual on Return
*
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I understand that Robert Walker is not responsible for how fast/slow the IRS takes to process my return
*
YES
I understand that I AM RESPONSIBLE FOR KEEPING TRACK OF MY RETURN
*
YES
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Acknowledgement & Signature
*I confirmed that all information I entered here is accurate and true* I allow Robert Walker, to capture my sensitive data like personal ID, government ID, Social Security Number ( ssn) and other information.* I have read the terms and conditions and privacy policy* By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Signature
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How would you like to receive your refund?
*
Direct Deposit
Prepaid Card
Bank Account Type
*
Checking
Savings
Bank Name
*
Account Number
*
Routing Number
*
Tax Payer Signature (Must be Legible)
*
Date signed
*
-
Month
-
Day
Year
Date
Spouse Signature (Must be Legible)
Date signed by spouse
-
Month
-
Day
Year
Date
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Questions or Concerns
I acknowledge that tax returns are processed in the order received and that rush processing, if available, may require an additional fee.
*
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