• Tax & Financial Services

  • Date of Birth*
     - -
  • Format: (000) 000-0000.
  • Best Way to Contact You

  • Tax Service Needs

  • What tax service do you need?*
  • Tax Year(s) Needed*
  • Have you filed taxes before?*
  • Did someone else prepare your taxes last year?

  • Spouse and Household Status

  • Are you married?*
  • Do you want to file jointly with your spouse?
  • Spouse Date of Birth
     - -
  • Does your spouse have income?

  • Dependents

  • Do you have any dependents to claim?*

  • Income and Business Information

  • What type of income did you receive?*
  • Did you work for more than one employer?
  • Did you have self-employment or business income?

  • Document Uploads

  • Upload a File
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  • Upload a File
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  • Upload a File
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  • Upload a File
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  • Upload a File
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  • Credits, Deductions, and Tax Situations

  • Did you pay for childcare?*
  • Did you pay for school or college expenses?*
  • Did you have health insurance?*
  • Did you buy health insurance through the Marketplace?*
  • Did you make charitable donations?*
  • Did you own or buy a home?*
  • Did you receive stimulus, advance child tax credit, or IRS letters?*
  • Do you owe the IRS?*
  • Are you on an IRS payment plan?*
  • Have you received any IRS letters recently?*
  • Do you need help responding to an IRS notice?*

  • Refund and Banking

  • Do you want direct deposit for your refund?*
  • Account Type*

  • Consent, Signature, and Package Selection

  • Date Signed*
     - -
  • Select Service Package
  • Should be Empty: