Form

Client Information
Please enter your legal information as it appears on your tax documents.
Are you a new or returning client?*

New ClientReturning Client
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Birthday

MonthDayYear
Date
SSN*
Current Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What is your filing status?*

SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er)
Do you have any dependents you are claiming?*

YesNo
Dependent Date of Birth

First NameLast Name
Dependent Social Security Number
Relationship to You*
Upload Your Tax Documents
Please upload clear photos or PDFs of your tax documents. Blurry images may delay processing.
Upload Government-Issued Photo ID*

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Which types of income documents are you uploading? (Select all that apply)*

W-21099-NEC / 1099-MISCSelf-Employed / Business IncomeRental IncomeRetirement IncomeSocial SecurityOther
Upload W-2 Forms

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How would you like to receive your refund (if applicable)?

Direct DepositRefund Advance (if approved)Check
Bank Name
Routing Number
Account Number
Upload 1099-NEC / 1099-MISC Forms

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Upload Business Income Documents

Bank statements, profit & loss statements, or expense summaries
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Upload Any Additional Tax Documents

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Refund Advance Disclosure*

I understand that any refund advance is offered by a third-party lender and is subject to eligibility and lender approval. Long Way Tax does not guarantee approval, funding amounts, or timing of funds.
How may we contact you regarding your tax return?*

EmailText MessageBoth
Communication Consent*

I consent to receive communications from Long Way Tax regarding my tax return via email and text message. Message and data rates may apply.
CLIENT CERTIFICATION & SIGNATURE
Taxpayer Certification*

I certify that the information provided is true, correct, and complete to the best of my knowledge.
Client Authorization & Electronic Signature*

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Date Signed*

MonthDayYear
Date
Should be Empty:

Client Information

Upload Your Tax Documents

CLIENT CERTIFICATION & SIGNATURE