Prime Trust Financial Tax Document Upload Form

Tax Document Upload Form

Safely submit your tax documents and identification information for virtual tax services. Your privacy and data security are our top priorities.
Full Name

First NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Cell Phone Carrier
Filing Status
Current Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Number of Dependents
Enter the number of dependents you have
Upload Your Tax Documents (PDF, DOC, JPG, PNG)

w2, 1098T, 1095A, 1099's etc. Form of ID, SSN card, Dependents info (if applicable), Spouse info (if MFJ), Bank info for direct deposit (Routing & Account #).
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Who's Assisting You?
Jamal, Katelane, Charles
Who Referred You?
Client Signature

Please sign here to confirm your agreement
Should be Empty: