Since our office is 100% virtual we communicate through phone calls, texts, and emails. To better serve you and keep you updated on your refund we ask you to reconsider letting us text you about your refund. We don't send spam messages. 

(If you have not received your ID pin this year from the IRS, You must contact the IRS before filing. You can login your online IRS account and retrieve your ID PIN right online. Unfortunarly we cannot file your tax return without it.

NON-Biological Dependent Consent

It is illegal to claim an exemption on your tax return for any dependent who does not meet the IRS requirements for a valid dependent. You are confirming that you have provided more than 60% support for your dependent(s), named below, and that your dependent(s) lived with you for more than half the year in 2025. You verify that the information you provided is true and correct to the best of your knowledge and that Step by Step Tax Solutions holds no legal responsibility for any claims entered.

If Yes. The IRS will treat the dependent as the qualifying child of the parent with whom the child lived with longer during the year. If the child lived with each parent for the same amount of time, the IRS will treat the child as the qualifying child of the parent who had the higher gross income for the year unless there is an agreement in place for the parents to take turns filing the child.

If No, you may not be eligible for Head of Household status unless you cover more than half of your household expenses.

I, the appliciant and taxpayer verify that I have provided truthful and verifiable information regarding my business for a Schedule C filing. I have identified that I do in fact qualify to file my 2025 personal income tax return as a self-employed small business.

Upon signing this document, I am fully aware that Step By Step Tax Solutions, will file my return with the information that I have provided, however once submitted, IRS will review the return and either approve or deny my refund. This document will also serve as proof of my acknowledgment of said filing, and I am aware that Step By Step Tax Solutions will not be held responsible for any action taken by IRS including audit, freezing, or delaying my refund or any and all fees assessed by IRS for repayment.

I also understand that should I ever receive notification of an audit on my 2025 personal income tax filing, Step By Step Tax Solutions will assist in preparing all necessary amendment documents for a flat fee of $300.00, If audit protection has been declined. Again, should the IRS assess any penalties or fees to be owed, I understand that these will be solely my responsibility and that Step By Step Tax Solutions will not be responsible for any such fees incurred.

Information collected for Form 11652 (Rev. May 2005) CN 25988D

Note:  If you claimed a refund on your return and have not recived it, IRS will not consider your claim until they review your documentation and make a final determination regarding your tax liability. Failure to complete all parts of this questionnaire and submit documentation to verify income and expense may delay their review of your claim for refund.

www.irs.gov

Our office is 100% virtual we recommend direct deposit for the quickest and safest way to receive your refund. If Direct Deposit is not an option select No, and we will arrange a check-up pick when your funds are available. 

Need cash today? Apply and receive up to $7,500 of your federal refund with a Refund Advance loan. If approved, you'll typically receive your Refund Advance within the same day. 

 Borrow with 0% Interest

• Get $250, $500, or $1,000
• 0.00% APR — Pay back exactly what you borrow

💰 Need More Cash?

• Borrow 25%, 50%, or 75% of your expected tax refund
• Minimum loan: $1,250
• Maximun loan amount: $7,500
• 4-5% APR (Paid back in 30 days)

Disclaimer:
Loan amounts, terms, and eligibility are subject to approval. Interest rates and repayment amounts vary based on the loan amount selected and the expected tax refund. Interest-free loans are available only on qualifying advances of $250, $500, or $1,000. Larger advances are subject to a 36.0% APR if not paid back within agreed timeframe. All loans must be repaid from your tax refund. See loan agreement for full terms and conditions.

If you had Marketplace Insurance you will receive form 1095-A. You MUST upload a copy of Form 1095-A (Marketplace) 

If you received any unemployment payments in 2025 you will receive form 1099-G. You MUST upload a copy of Form 1099-G .

If you attended college in 2025 you MAY or MAY NOT receive form 1098-T from your school. Please reach out to your school to verify.

If you received social security in 2025 you will receive form SSA-1099 from your school. You MUST upload a copy of Form SSA-1099.

Select the documents you will upload below

If you have any missing tax forms or required documents we will not submitt your tax return. It is important to submit all the proper documentation to receive the correct refund amount.

Federal law requires that this consent form be provided to you (“you” refers to each taxpayer listed on the return, if more than one). Unless authorized by law, we may not use your tax return information for purposes other than the preparation and filing of your tax return without your consent.
You are not required to complete this form in order to receive our tax return preparation services. We may not condition the provision of tax preparation services on your consent. If consent is required as a condition of service, it will not be valid.
If you do not provide consent, you may still have your tax return prepared and electronically filed by us for a fee.
Your consent is valid for the length of time you specify. If no duration is specified, your consent will be valid for one (1) year from the date of signature.
For your convenience, we have entered into an arrangement with third parties to offer qualifying taxpayers the opportunity to apply for a Refund Advance Loan provided by Pathward®, N.A., Member FDIC. To determine whether you may qualify for this loan product, we must use your tax return information to calculate your anticipated tax refund.
By signing below, you authorize us to use the information you provide during the preparation of your 2025 tax return solely to determine whether to present you with the opportunity to apply for the Refund Advance Loan product.

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by submitting a form on TIGTA’s website, www.tigta.gov.

I, the undersigned applicant and taxpayer (hereinafter referred to as “I,” “me,” or “my”), certify that all information provided by me in connection with my tax return is true, complete, and accurate to the best of my knowledge.
By signing this document, I acknowledge and authorize Step By Step Tax Solutions, to prepare and file my tax return using the information I have provided. I understand that my tax return will be submitted to the Internal Revenue Service (IRS) and that the IRS may approve, deny, delay, adjust, or otherwise review my refund. This document serves as confirmation of my authorization and acknowledgment of such filing.
I understand and agree that Step By Step Tax Solutions is not responsible for actions taken by the IRS, including but not limited to audits, refund delays, refund denials, refund freezes, or any penalties or fees imposed by the IRS. I further acknowledge that I am solely responsible for any penalties, interest, or fees assessed by the IRS, regardless of whether such issues arise from information I provided.
In the event that I receive an IRS notice, inquiry, or audit related to my 2024 federal income tax return, I understand that Step By Step Tax Solutions reserves the right, at its sole discretion, to decline the preparation and filing of any amendments if errors are determined to be attributable to me. If Step By Step Tax Solutions agrees to prepare an amended return, I agree to pay any applicable amendment preparation fee prior to submission to the IRS.
By signing below, I consent to the disclosure of my tax return information as necessary to prepare, file, and service my tax return and acknowledge that I have read, understand, and agree to the Step By Step Tax Solutions policies described above.

I authorize Step By Step Tax Solutions to collect all fees related to my tax preparation, audit, and bank services from my 2025 tax refund, if applicable.
By signing this document, I acknowledge that the total fee amount has been fully disclosed to me, is non-negotiable, and was agreed upon between myself and my tax preparer at the time my tax return was filed.
I understand that if I receive a tax refund and fail to remit the authorized fees to Step By Step Tax Solutions, this document may be used as evidence of my acknowledgment and agreement to the fees in any legal proceeding.
I further acknowledge that all refund amounts discussed are estimated and are subject to IRS review and approval. The actual refund issued by the IRS may be higher or lower than anticipated; however, any change in the refund amount will not affect the agreed-upon fees, which remain non-negotiable once the tax return has been submitted to the IRS.
I understand that Step By Step Tax Solutions is not responsible for any refund reductions, offsets, or collections by the IRS or other government agencies, including but not limited to outstanding student loans, child support, Social Security overpayments, or other federal or state debts owed by me.

*IMPORTANT MUST READ BEFORE SUBMIT*

What Happens Next?

• A confirmation email will be sent to the email address on your application.
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• You will receive a system text message confirming your application and application status.
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• If all your tax documents are properly submitted your quote will be texted to you within minutes.
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• You will be able to review your quote, tax preparation fees and ask any additional questions. We will not process your return until your approval is received.
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• Once your return is submitted to the IRS your online portal will be created for you to track your refund and access your tax documents.
  
  
• IRS officially opens the last week of in January 2026.
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• If you are filing with no dependents, please allow up to 21 days for the IRS to process your tax return. 
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• If you are claiming a dependent credit the IRS the IRS will start releasing tax refunds until the mid or end of Febuary 2026..
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• The IRS website remains the best way to check the status of your refund. Please check ONLY once daily for the most accurate updates on your refund.