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  • SERVICE SELECTION

    This form helps define your process and explains the initial service payment.Please review all the information carefully. In the second form, you may choose your preferred language (English or Spanish) to make sure you understand and agree to our service terms.

  • This form is first page is for service definition only.

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  • Tax Client General Information

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  • Important: If you are filing as Married, all income questions apply to both you and your spouse, even if the income types are different.

    For example:
    • If you have W-2 income and your spouse has cash income, you must select Yes for cash income.
    • If you have W-2 income and your spouse has a 1099-NEC or 1099-MISC, you must select Yes for 1099 income.

  • Please make sure to select all the forms you have. The amount paid here is an initial payment only. If additional forms, a different filing status, or other types of income are identified during your process, you will be notified of the updated price, which must be paid before continuing with your tax preparation.

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  • For any item you tick "Yes" to - you need to provide documentation to verify it. These can be copies or photo's of documents, providing they're legible and the original accessible if needed.

    App "CamScanner" is very good.
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