Welcome Aboard 1st Class Financial

  • Welcome Aboard 1st Class Financial

    Thank you for choosing 1ST Class Financial for your tax preparation needs. Please complete the information below and upload all required tax documents. Having your documents ready before you begin will help us provide a smooth, accurate, and first-class filing experience..

  • Flight Check-In

  • Taxpayer Information

  • Date of Birth*
     - -
  • Format: (000) 000-0000.
  • Can someone else claim you as a dependent?*
  • Do you have an IP PIN?*
  • Did you have marketplace health insurance?*
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  • Spouse Information

  • Date of Birth*
     - -
  • Format: (000) 000-0000.
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  • Dependents

  • Do you have any dependents?*
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  • Income Information

  • Select all income types that apply to you*
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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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  • Upload a File
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  • Tax Credits & Deductions

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  • Banking Information (Direct Deposit)

  • Account Type*

  • Authorization & Fee Responsibility Acknowledgment

  • I certify that the information and documents provided are true, complete, and accurate to the best of my knowledge. I authorize 1ST Class Financial to prepare and electronically file my tax return based on the information submitted. I understand that I am responsible for reviewing my completed return and for the accuracy of the information provided. I further understand that tax preparation fees remain my responsibility regardless of whether my refund is delayed, reduced, offset, intercepted, or issued by mailed check.

     

  • Date Signed*
     - -
  • Should be Empty: