FILE YOUR TAXES NOW
Type of Client
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New Client
Returning Client
Taxpayer Information
PLEASE ENTER IN ALL OF YOUR INFORMATION
FIRST NAME
*
LAST NAME
*
ADDRESS
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
*
-
Month
-
Day
Year
Date
Social Security Number
*
Occupation
Phone Number
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Email
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example@example.com
Your Driver's License or State Id
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TAXPAYER IP PIN (issued from IRS yearly)
Are you filing with a spouse?
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Yes
No
Number of Dependents
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Please Select
0
1
2
3
4
5
Spouse
YOUR SPOUSES INFORMATION, IF LEGALLY MARRIED OR PRESUMED MARRIED BY COMMON LAW STATUTE IN THE STATE YOU RESIDE IN
Spouse Name
*
First Name
Last Name
Spouse Date of Birth
*
-
Month
-
Day
Year
Date
Spouse Social Security Number
*
Spouse Occupation
*
Spouse Phone Number
*
Spouse Email
*
Spouse Driver's License or State Id
*
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SPOUSE IP PIN (issued from IRS yearly)
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Credits
Which of the following applies to you?
*
I attended a college/university/community college/post-secondary institution/career school and paid eligible expenses that can be proven with a 1098T form
I paid charity/tithes/or given donations to community organizations and/or religious institutions
I paid over $12,400 in expenses for itemization
I paid student loan interest and received a 1098E
I had eligible medical expenses
I had energy and solar power expenses
I sold and/or purchased a home
I adopted a child or had a baby
I am in the military and had to move
I got separated/divorced paid or received alimony
Did you receive unemployment from any state or pay any unemployment back for overpayment?
NONE
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Dependent 1
Name
First Name
Last Name
Social Security Number
Date of Birth
-
Month
-
Day
Year
Date
Type of Relationship
Please Select
Son
Daughter
Stepchild
Half Brother
Half Sister
Foster Child
Nephew
Niece
Grandchild
Grandparent
Brother
Sister
Aunt
Uncle
None
Other
Is Dependent a College Student?
Please Select
Yes
No
Is Dependent Disabled?
Please Select
Yes
No
Dependent 2
Name
First Name
Last Name
Social Security Number
Date of Birth
-
Month
-
Day
Year
Date
Type of Relationship
Please Select
Son
Daughter
Stepchild
Half Brother
Half Sister
Foster Child
Nephew
Niece
Grandchild
Grandparent
Brother
Sister
Aunt
Uncle
None
Other
Is Dependent a College Student?
Please Select
Yes
No
Is Dependent Disabled?
Please Select
Yes
No
Dependent 3
Name
First Name
Last Name
Social Security Number
Date of Birth
-
Month
-
Day
Year
Date
Type of Relationship
Please Select
Son
Daughter
Stepchild
Half Brother
Half Sister
Foster Child
Nephew
Niece
Grandchild
Grandparent
Brother
Sister
Aunt
Uncle
None
Other
Is Dependent a College Student?
Please Select
Yes
No
Is Dependent Disabled?
Please Select
Yes
No
Dependent 4
Name
First Name
Last Name
Social Security Number
Date of Birth
-
Month
-
Day
Year
Date
Type of Relationship
Please Select
Son
Daughter
Stepchild
Half Brother
Half Sister
Foster Child
Nephew
Niece
Grandchild
Grandparent
Brother
Sister
Aunt
Uncle
None
Other
Is Dependent a College Student?
Please Select
Yes
No
Is Dependent Disabled?
Please Select
Yes
No
Dependent 5
Name
First Name
Last Name
Social Security Number
Date of Birth
-
Month
-
Day
Year
Date
Type of Relationship
Please Select
Son
Daughter
Stepchild
Half Brother
Half Sister
Foster Child
Nephew
Niece
Grandchild
Grandparent
Brother
Sister
Aunt
Uncle
None
Other
Is Dependent Disabled?
Please Select
Yes
No
Is Dependent a student?
Please Select
Yes
No
MARKETPLACE INSURANCE
1095-A
Did you have Marketplace insurance?
Please Select
Yes
No
Did you have Marketplace insurance in 2024?
Please Select
Yes
No
INCOME AND WAGES
Does any of the following apply to you?
Worked a job and will/have received a W2
Do you own your own business?
Did you do any type of self-employment?
ANSWER THESE QUESTIONS IF YOU HAVE A BUSINESS OR SELF EMPLOYMENT INCOME
WHAT IS THE STRUCTURE OF YOUR BUSINESS?
SOLE PROPRIETORSHIP
LLC
S-CORP
C-CORP
PARTNERSHIP
NOT-FOR-PROFIT
Do you have a Business Name?
YES
NO
What is your Business Name?
What does your business do?
Do you have an EIN
YES
NO
What is your EIN?
How much money did you make with your self-employment?
How did you collect payment for your self-employment?
Cash
Third Party Business Payment Processor (Stripe, PayPal, Square, ect)
Personal Card options (Cash App, Zelle, Venmo, Chime)
List any major expenses from your business.
Misc.
Who Referred you/Where Did You Find Us?
How would you like to receive your refund?
*
Direct Deposit into my account
Bank Name
ROUTING NUMBER
ACCOUNT NUMBER
WOULD YOU LIKE TO APPLY FOR THE REFUND ADVANCE? (Jan 1-March 1, 2026)
YES
NO
Are you interested in any of the following?
*
Business Setup *added $150 to your prep fees*
Credit Repair Blasts *$349 added to your prep fees* This includes 6 rounds
NONE
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