Full Legal Name
*
First Name
Middle Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
What Is Your Anticipated Filing Status?
*
Single
Married Filing Jointly
Married Filing Seperately
Head Of Household
Qualifying Surviving Spouse
YOUR TAX PROFILE
TAX PROFILE & FILING DETAILS
Let’s personalize your tax preparation experience.
Did You File a Federal Income Tax Return Last Year?
*
Yes
No
I’m Not Sure
Have You Received an IRS Notice or Letter Regarding a Previous Tax Return?
*
Yes
No
I’m Not Sure
Which Sources of Income Did You Receive During the Tax Year? (Select All That Apply)
*
W-2 Employment
Self-Employment / 1099 Income
Business Owner
Unemployment Benefits
Retirement / Social Security
Other Income
No Income
Do You Plan to Claim Any Dependents on Your Tax Return?
*
Yes
No
I’m Not Sure
Family & Tax Credits
DEPENDENTS, CREDITS, & DEDUCTIONS
Let's explore potential tax benefits for your children and qualifying family members.
What Is Your Relationship to the Dependent(s) You Plan to Claim? (Select All That Apply)
Biological Child
Adopted Child
Stepchild
Foster Child
Grandchild
Parent
Sibling
Other Qualifying Relative
I'm Not Sure
N/A
Did the Dependent(s) Live With You for More Than Half of the Tax Year?
Yes
No
Some did. Some did not.
I’m Not Sure
N/A
Did You Provide More Than Half of the Financial Support for the Dependent(s) During the Tax Year?
Yes
No
Support Was Shared With Another Person
Some Dependents, But Not All
I’m Not Sure
N/A
Did You Pay for Childcare or Dependent Care During the Tax Year?
Yes
No
N/A
Did You or Anyone in Your Household Attend College or an Eligible Educational Program?
Yes
No
I’m Not Sure
Did You Purchase a Home, Pay Mortgage Interest, or Make Qualifying Home Improvements?
Yes
No
THE FINAL STEP
LET'S GET YOU CONNECTED!
You’re almost there! By completing your registration today, you’re taking the first step toward a smooth, organized, and stress-free tax season.
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