• 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.
  • Type of client*
  • Is this request for a consultation only? **A consultation includes a call of 25 minutes only and does not start the tax preparation process.***

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

    👉 Click here to continue to CONSULTATION ONLY & Payment (NO TAX PREPARATION SERVICE)

     

     

    👆If you are requesting a consultation, do NOT click “Next”.
    👆Use the link above to continue.

     

     

  • What Year are you filing?*

  • Tax Client General Information

  • Marital Status*
  • When did you get married?
     - -
    2 digit month, 2 digit day, 4 digit year
  • What filing status will you use for your taxes?
  • Will you report income or did you live in different states during this year?*

  • Select the option that best describes your current situation for tax preparation.
    Please read the descriptions carefully before selecting your option. Choosing the wrong option may place you on the wrong tax preparation calendar.

    W-2 Employee: Select this option if you receive a W-2 from an employer. This option also applies if you do not have legal status, only have an ITIN/Tax ID, previously had a work permit, or your visa has expired and you remained in the U.S.

    Self-Employed / Independent Worker: Select this option if your income is not reported on a W-2, including 1099 income or payments received by cash, Zelle, Venmo, or checks without tax withholding. You must report your income even if you did not receive a 1099.

    Work & Travel: Only for participants who came temporarily to the U.S. through the Work & Travel exchange program.

    Former Au Pair: Only for former Au Pair participants who are now outside the U.S. and still need to file U.S. taxes.

    Student, Retired, Unemployed, or No Income: Select the option that best describes your situation.

  • 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.

  • Did you get paid in cash that you need to report, or did you work as an independent contractor at any time during the year?*

  • 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.

  • Did you receive W-2 FORMS?*
  • If you had W-2 income, please select the number of W-2 forms you have. If you are filing jointly with your spouse, be sure to include your spouse’s W-2 forms as well.*
  • Did you receive overtime pay or tips on any of the income forms you are reporting? Note: Reporting this may reduce your balance due or increase your refund.*
  • Please select all the forms you have*
  • If you have a 1098 (mortgage) form, is the property your primary residence or a rental?*
  • If you selected the form 1098, please confirm how many rental properties you have.
  • If you selected self-employed, do you have a registered business?*
  • If you have a business, please select the business structure.*
  • Are you trying to apply for an ITIN (TAX ID #)?*
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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.

  • My Total to pay*

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