Masadi Tax Services

1
Today's Date* This field is required.
Month
Day
Year
2
Tax Year* This field is required.
2026
2025
2024
2023
Other
3
Client Status* This field is required.
New
Returning
4
Primary's Name* This field is required.
First Name
Middle Name
Last Name
Suffix
5
Phone Number* This field is required.
Please enter a valid phone number.
6
Preferred Email
example@example.com
7
Address* This field is required.
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
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California
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District of Columbia
Florida
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Louisiana
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Michigan
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New Hampshire
New Jersey
New Mexico
New York
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Ohio
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South Carolina
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Texas
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Vermont
Virginia
Washington
West Virginia
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State
Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
8
In what county do you live?* This field is required.
This is a question sometimes asked to complete a tax return.
9
In what school district do you live?* This field is required.
This is a question sometimes asked to complete a tax return.
10
Occupation* This field is required.
11
Will this be your first time filing taxes?* This field is required.
Please Select
Please Select
Yes
No
12
Please list states lived, starting with your current state.
13
Date of Birth* This field is required.
Date
Month
Day
Year
14
SSN* This field is required.
15
Are you totally and permanently disabled?* This field is required.
Yes
No
16
Are you legally blind?* This field is required.
Yes
No
17
Were you issued an Identity Pin (IP Pin)?* This field is required.
Yes
No
18
Are you a victim of identity theft?* This field is required.
Yes
No
19
Unexpired ID/Driver's License
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Please upload a clear photo of your unexpired state- or federal-issued identification card.
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20
Social Security Card
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Please upload a clear photo of your Social Security Card.
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21
Filing Status
Single
Head of Household
Married Filing Separate
Married Filing Joint
Qualifying Widower
22
Name
First Name
Middle Name
Last Name
Suffix
23
Occupation
24
Date of Birth
Date
Month
Day
Year
25
SSN
26
Social Security Card
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Please upload a clear photo of your Social Security Card.
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27
Phone Number
Please enter a valid phone number.
28
Email
example@example.com
29
Address (skip if same as primary's address)
Street Address
Street Address Line 2
City
State
Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
30
Did you live in more than one state during the tax year?* This field is required.
Yes
No
31
32
Dependents' Social Security Card
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Multiple files can be uploaded here. Please upload the ENTIRE Social Security Card(s). Please take CLEAR pictures.
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33
Heads up: A birth certificate may be requested if additional proof of relationship is needed. Your preparer will let you know if this is required, as it is not the case for every dependent.
34
Did you receive any government assistance paying your rent or utilities for the tax year?* This field is required.
Yes
No
35
Are you the dependent of other taxpayer?* This field is required.
Yes
No
36
Have you ever been denied the Earned Income Tax Credit (EITC)?* This field is required.
Yes
No
37
In order to file Head of Household, the IRS requires that you have a qualifying person and that you paid more than half the cost of keeping up your home for the year.
38
Were you unmarried or considered unmarried on December 31 of the tax year?* This field is required.
Yes
No
Not sure
39
If known, please briefly explain why you've been denied the Earned Income Tax Credit.
40
Do you have dependents to claim?* This field is required.
Yes
No
41
Did you pay more than half the cost of keeping up your home for the year?* This field is required.
Yes
No
Not sure
42
Who is the qualifying person that allows you to file Head of Household?* This field is required.
Please Select
Please Select
My child/children
My parent
Another qualifying relative
Not sure
A qualifying person is someone who allows you to file Head of Household. This is usually your child who lived with you most of the year, or a parent you supported, even if they did not live with you.
43
Please explain.
44
Did you pay more than half the cost of maintaining your parent’s home for the year? This applies whether your parent lived with you or lived elsewhere.
Yes
No
Not sure
45
Did the qualifying person(s) live with you for more than half the year?
Yes
No
Not sure
46
Name(s) of qualified person(s).
47
SSN of qualified person(s).
If this person will be listed in the Dependent section, you do not need to enter their SSN here.
48
The IRS does not require HOH documents to be submitted with your tax return. However, if needed, your preparer may request documents to support Head of Household eligibility before filing.
49
Due Diligence* This field is required.
I understand that income must be reported even if not received on a 1099.
I certify expenses claimed are ordinary, necessary, and supported by records.
50
Have you waited on all income sources such as W2s, 1099s, Cash App Statements, Marketplace Forms, etc.?* This field is required.
Yes
No
51
Please select all forms of Income.* This field is required.
W-2
1099-MISC/NEC
Interest Income
Unemployment (1099G)
1099-DIV
Self Employment
Retirement (1099-R)
Other
52
W-2(s)
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Multiple files can be uploaded here. Please upload the ENTIRE pages showing ALL information. Please take CLEAR pictures.
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53
1099s (1099-MISC, 1099G, 1099-NEC, 1099-DIV, 1099-R)
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Multiple files can be uploaded here. Please upload the ENTIRE pages showing ALL information. Please take CLEAR pictures.
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54
Is your spouse totally and permanently disabled?
Yes
No
55
All Others
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Multiple files can be uploaded here. Please upload the ENTIRE pages showing ALL information. Please take CLEAR pictures.
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56
Is your spouse legally blind?
Yes
No
57
If applicable, upload any receipts and/or mileages from rideshare/delivery incomes.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Multiple files can be uploaded here. Please upload the ENTIRE pages showing ALL information. Please take CLEAR pictures.
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58
Is your spouse a dependent of other taxpayer?
Yes
No
59
As being self-employed, how much did you earn this tax year?
60
Has your spouse ever been denied the Earned Tax Credit (EITC)?
Yes
No
61
We can make your next tax season go a lot more smoothly while keeping your books organized throughout the year. Are you interested in receiving a bookkeeping quote for your business(es)?
Yes
No
62
Itemizing (Please Submit Any Documents)
Charitable Contributions (such as tithes and Goodwill)
Home Mortgage Insurance
Home Mortgage Interest
Real Estate Taxes
Medical Expenses
Other
63
Upload Itemization Documents
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Multiple files can be uploaded here. Please upload the ENTIRE pages showing ALL information. Please take CLEAR pictures.
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64
Were any cancelled debt forms received (such as 1099C, 1099A)?* This field is required.
Yes
No
65
Upload cancelled debt forms here
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Multiple files can be uploaded here. Please upload the ENTIRE pages showing ALL information. Please take CLEAR pictures.
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66
Do you have any expenses for child care?
Yes
No
67
Upload Daycare Statement
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Please upload the form(s) provided by your daycare provider.
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68
Upload 1098-T(s)
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Multiple files can be uploaded here. Please upload the ENTIRE pages showing full form(s). Please take CLEAR pictures.
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69
Did you purchase health insurance through the Marketplace (ObamaCare)?* This field is required.
Yes
No
I don't know what that is.
70
Please upload Form 1095A
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
If you have not received your form 1095A form, please go to healthcare.gov to retrieve the form. Your taxes cannot be submitted to the IRS without this form if you had Marketplace Insurance for any duration in the tax year.
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71
Have you received any letters from the IRS last year?* This field is required.
Yes
No
72
Please Upload
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Please upload the ENTIRE page(s) of your IRS letter, if you have received any.
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73
Are you, your spouse or dependent enrolled in school and have received Form 1098T?
Yes
No
74
75
Federal IP Pin
State IP Pin
76
Additional Notes for Your Preparer:
77
How did you hear about us?* This field is required.
Please Select
Please Select
Referral (family/friends)
Facebook
Flyer
Instagram
TikTok
YouTube
78
Give them a shoutout.
First Name
Last Name
79
Missing or Requested Files (If Needed Later)
Drag and drop files here
Select files to upload
Optional. Use this section later if your preparer requests additional documents or if you need to upload something you forgot.
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80
Terms and Conditions* This field is required.
81
Taxpayer Signature* This field is required.
82
Date Signed
Date
Month
Day
Year
83
Spouse Signature
84
Date Signed
Date
Month
Day
Year
85
Would you like to apply for a refund advance?
Yes
No
86
How would you like your refund disbursed?
Direct Deposit (your own account)
Not Expecting a Refund
87
Bank Institution
88
Routing Number
89
Account Number
90
In the event you or your spouse refund is offset for a debt you owed, held up for any reason, or not disbursed at the fault of your negligence, you are still responsible for your agreed prep fee. Payment options are available upon request. Do you understand and agree?* This field is required.
Yes
No
91
Do you or your spouse owe any debts that will offset your refund (meaning the debtor will collect the debt from your refund) such as IRS, Restitution, Student Loans, or Child Support?
Please Select
Please Select
Yes
No
I Don't Know
92
Please Explain
93
Important: Some refunds can be reduced due to prior debts.
Should be Empty: