Refund Fast Track Intake
Taxpayer Information
Referred by: ($50 referral bonus available!)
Name
*
First Name
Middle Name
Last Name
Phone Number
*
-
Area Code
Phone Number
Email
*
example@example.com
Preferred Contact Method
Text
Email
Phone Call
Spouse Information
Name
First Name
Middle Name
Last Name
Phone Number
-
Area Code
Phone Number
Email
example@example.com
Preferred Contact Method
Text
Email
Phone Call
Enter your dependents here
Name
Date of Birth
Relationship
1
2
3
4
5
6
Tax Related Questions
Employment Status
*
Employed
Unemployed
Self-employed
Did you receive a tax refund last year?
*
Yes
No
Not Sure
What best describes your income?
*
W-2 only
W-2 + side income
1099/ Gig work
Not Sure
Have you already received all your tax documents?
*
Yes
Some, not all
Not Yet
Would you be interested in a refund advance if eligible?
*
Yes
Maybe
No
Did you have any of the following in 2024? (Check all that apply)
Children or Dependents
Childcare expenses
Education Expenses
Marketplace health insurance
None of the above
Have you filed a tax return for the last tax year?
*
Yes
No
Has the IRS ever rejected or delayed your refund?
*
Yes
No
Are you currently under IRS audit?
*
Yes
No
Did you owe any money to the IRS?
*
Yes
No
If yes, how much do you owe?
File Upload
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Taxpayer Unexpired Drivers License or ID
*
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Spouse's Unexpired Drivers License or ID
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Upload last year's tax return (2024 or most recent- optional)
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Additional comments
Acknowledgment & Signature
I confirmed that all information I entered here is accurate and true.
I allow The Thrive Firm to capture my sensitive data like personal id, government id, and other information.
I understand that refund amounts and advance eligibility are NOT GUARANTEED.
I authorize The Thrive Firm to prepare my tax return.
I understand pricing will be disclosed BEFORE filing.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Date Signed
*
-
Month
-
Day
Year
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Taxpayer Signature
*
Date Signed
-
Month
-
Day
Year
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Spouse Signature
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