Form

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

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Birthday

MonthDayYear
Date
SSN
Current Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What is your filing status?
Do you have any dependents you are claiming?
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)
Upload W-2 Forms

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How would you like to receive your refund (if applicable)?
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
How may we contact you regarding your tax return?
Communication Consent
CLIENT CERTIFICATION & SIGNATURE
Taxpayer Certification
Client Authorization & Electronic Signature
Date Signed

MonthDayYear
Date
Should be Empty:

Client Information