Tax Document Upload
Please use this form to securely upload your tax documents.
Your Name ( Please include your middle initial in the first name section)
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First Name
Last Name
Your Email Address
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example@example.com
Your Phone Number
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Please enter a valid phone number.
Your Date of Birth
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Your SSN
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Your Occupation
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Filing Status
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CHOOSE ONE: Married filing Jointly, Married Fling separately, Single, Qualifying widow/widower , Head of house hold.
Are you a US citizen or green card holder , indicate which one apply to you
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Are you in or ever been in the military? if so what rank?
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Are you disabled , if so when did you become disabled?
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Spouse Name - type N/A if this does not apply: ( Please include their middle initial in the first name section)
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First Name
Last Name
Spouse Email address
example@example.com
Spouse Phone Number
Please enter a valid phone number.
Spouse Date of Birth
Spouse SSN
Spouse Occupation
Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Do you own this home? if yes upload your 1098 in the upload section below
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Dependent 1 (Please include Middle Initial in the first name section)
First Name
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
Dependent 2 (Please include Middle Initial in the first name section)
First Name
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
Dependent 3 (Please include Middle Initial in the first name section)
First Name
Last 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 Eligibiliy
Did you provide more than half the living expenses for all your dependents? if No, please identify which ones were less than half and give details on how much of their expenses were covered by you.
Child Tax Credit Eligbility
If you have a dependent over the age of 17 do they go to college/university? If yes, name the college and remember to attach their T statement from their school.
Dependent Clarification
Business legal name if incorporated (Type N/A if you don't have a business)
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Business EIN if any (put N/A of you don't have a business)
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What product or service industry does your business provide?
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Total Business Income ( be sure to upload your itemized list of business expenses )
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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?
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Did you have personal use of the business vehicle(s) and do you have other transportation for person use? Answer Yes or No respectively.
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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.
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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
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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?
Additional Information (such as additional dependents)
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,
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Tax Documents
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Have you used us before? (If no, please upload your previous year's 1040 below)
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Additional documents if applicable: other supporting documents for expenses such as Previous year 1040, 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
Browse Files
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E.g. Total business phone bill for the year, only include your expenses for the business
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How did you hear about us?
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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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