Secure Tax Document Upload

Tax Document Upload

Please use this form to securely upload your tax documents.
Your Name ( Please include your middle initial in the first section)*

First and middle ( fi applicable) Last Name
Your Email Address*
example@example.com
Your Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Your Date of Birth *
Your SSN*
Your Occupation*
Filing Status*

SingeMarried Filing JointlyMarried Filling SeparatelyHead of House HoldQualifying Widow/Widower
Are you in or ever been in the military? if so what rank? *
Residency Status*

US CitizensGreen Card HolderInternational StudentWork PermitOther
Are you, your spouse or dependent disabled?*

YesNo
Who Is Disabled*

TaxpayerSpouseDependedN/A
What date did you/they become disabled ?

MonthDayYear
Date
Spouse Name - type N/A if this does not apply: ( Please include their middle initial in the first name section)*

First and Middle Name (if applicable)Last Name
Spouse Email Address
example@example.com
Spouse Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Spouse Date of Birth
Spouse SSN
Spouse Occupation
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you own this home? if yes upload your 1098 in the upload section below*
Dependent 1 (Please include Middle Initial in the first section) Type N/A if no dependents*

First And Middle Name ( If applicable) Last Name
Date of Birth & SSN
Relationship
i.e. Son, Daughter, Mother , Father, Other
How many months in 2025 did this dependent live with you?
Child Tax Credit Eligibility ( NOTE: You can not claim child tax credit if the dependent is claimed by another parent or guardian, haven't lived with you for more than half the year or the dependent provides more than half their own living expenses.)
Did you provide more than half the living expenses for this depended?

YesNo
Dependent 2 (Please include Middle Initial in the first name section)

First and Middle NameLast Name
Date of Birth & SSN
Relationship
i.e. Son, Daughter, Mother, Father, Other
How many months in 2025 did this dependent live with you?
Child Tax Credit Eligibility ( NOTE: You can not claim child tax credit if the dependent is claimed by another parent or guardian, haven't lived with you for more than half the year or the dependent provides more than half their own living expenses.)
Did you provide more than half the living expenses for this depended?

YesNo
Dependent 3 (Please include Middle Initial in the first name section)

First and NameLast Name
Dependent 3 Date of Birth & SSN
Relationship
i.e. Son, daughter, Mother, Father, Other
How many months in 2025 did this dependent live with you?
Child Tax Credit Eligibility ( NOTE: You can not claim child tax credit if the dependent is claimed by another parent or guardian, haven't lived with you for more than half the year or the dependent provides more than half their own living expenses.)
Did you provide more than half the living expenses for this depended?

YesNo
If you have a dependent over the age of 17 or under 25 do they go to college/university? If yes, name the college and remember to attach their T statement from their school.*
Dependent Classification TYPE N/A if not acpplicable
Additional Dependents
Business legal name if incorporated (Type N/A if you don't have a business) *
Business EIN if any (Type N/A of you don't have a business)*
What product or service industry does your business provide?(Type N/A of you don't have a business)*
Total Business Income ( be sure to upload your itemized list of business expenses )*
List all business Vehicle(s) year, make, model, total milage driven for all purposes, commute milage, and business milage. Date each vehicle is placed in service?*
Did you have personal use of the business vehicle(s) and do you have other transportation for person use? Answer Yes or No respectively. *
Does your business carry an inventory? if so what was your beginning inventory value, cost of goods sold, and total cost of inventory/material purchases.*
If your run your business from your home, please type the square footage of the entire home, the square footage of the room or area used for business only, what do you use the space for ( i.e. office, storage etc) the homes value/cost, total utility, mortgage, rent for the year. Finally when did you start using your home office*
Entire homes sqft, size of the room(s), itemized total house hold expenses.
List your business depreciating assets: description, original cost, date placed in service, did you buy it new? , what date did you purchase each?
Upload all applicable tax documents including: ID, SSNs, W2s, 1099s, 1098, Sale of home/real estate documents, list of Itemized business expenses, Business EIN document, business formation document. ensure all documents are labeled to match its contents, *

Tax Documents NOTE: you can upload as many documents as you need to.
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Additional documents if applicable: other supporting documents for expenses such, business insurance, phone bills, charitable donations, inventory purchase receipt if applicable.

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Upload list of your business expenses, itemized total of each type of expense

E.g. Total business phone bill for the year, only include your expenses for the business
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Have you used us before? (If no, please upload your previous year's 1040 below)*
How did you hear about us?*
Google, Facebook, Instagram, TikTok, Referral, Business card,other : please specify.
Are you interested in our referral program? (Earn up to $30.00 per referral) *
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