TAX SERVICE 4LESS, LLC Tax Preparation Submission Form

The goal of every taxpayer is to make sure the Internal Revenue Service gets as little as possible. For that to happen, you need to take every tax deduction, credit or other income adjustment you can. One thing we know for sure is that the opportunity to make mistakes is almost unlimited, and missed deductions can be the most costly. Welcome to Tax Service 4 Less, we are excited to provide you with the highest quality of service. For your convenience you may use a computer, a cellphone, a tablet, etc. to complete this form and upload all your documentation within this form(Picture ID"s for taxpayers, Taxpayer social security card, spouse, and all dependents social security cards, W2"s, etc.) are the required documentation needed to complete your tax return. You may e-mail your documents to SUPPORT@TAXSERVICE4LESS.COM or you can also fax your documentation to our toll-free fax number 1(866)773-7129. The taxpayer may use their last paystub to obtain an estimation only. We have offices in every major city, with staff members eager to assist you. If you need assistance with completing this form, or if you have any questions, please contact your representative for assistance. Thank You for choosing Tax Service 4 Less.
SERVICES
Check All Services Requested*

Current Tax Year PreparationPrior Year(s)Tax PreparationAmended Tax Preparation(for any tax years)Tax Debt Settlement Offer (OIC)Property Tax Refund/Rent RebateFiling an extension for this Tax YearOther
Refund Selection

Requesting Direct Deposit into my AccountRequesting Issuance of a New Debit CardRequesting a Check to be mailed to me
If you are requesting direct deposit into an account please provide the name, routing number, and account number to your financial institution
Name of Financial Institution
Routing Number
Account number
1. INFORMATION
First Name*
Middle Name*
Last Name*
Physical Address City, State, Zip *
Mailing Address City, State, Zip*
Suffix
Date of Birth*

MonthDayYear
Date
SS# or ITIN#*
Cellular #*
Cell Phone Carrier
E-mail*
Gender*

MaleFemale
ID Type*
ID Issue Date

MonthDayYear
Date
ID Expired Date

MonthDayYear
Date
Mother"s Maiden Name*
Are you a Homeowner?

YesNo
Do you own other real estate?

YesNo
Taxpayer Documentation

Select File

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Spouse Info(If you were married in the current tax year, regardless of filing married filing jointly, married filing separately, widow(er), provide your spouse information
Are you married?*

YesNo
Spouse Gender

MaleFemale
Spouse"s Mother"s Maiden Name
Spouse First Name
Spouse Middle Name
Spouse Last Name
Suffix
Spouse Date of Birth

MonthDayYear
Date
Spouse SS# or ITIN#
Cellular #
Cell Phone Carrier
E-mail
Spouse ID Type
Spouse ID Issue Date

MonthDayYear
Date
Spouse ID Expired Date

MonthDayYear
Date
Spouse Documentation

Select File

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Dependents
1st Dependent First Name
Dependent Middle Name
Dependent Last Name
1st Dependent Gender

MaleFemale
1st Dependent Date of Birth

MonthDayYear
Date
SS#
1st Dependent Relationship to taxpayer
School Attended/ or Attending(If Any)
Childcare Provider
Childcare Provider SSN/EIN/ITIN
Childcare Provider Complete Address & Telephone#
Amount paid to Childcare Provider
Is this Dependent disabled?

YesNo
Is this Dependent your biological Child?

YesNo
Is this Dependent Adopted

YesNo
Is this Dependent a Foster Child?

YesNo
Could another person qualify to claim this Dependent?

YesNo
Did this Dependent live with you for 6+months in this tax year

YesNo
Upload 1st Dependent"s Documents

Select File

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2nd Dependent First Name
Dependent Middle Name
Dependent Last Name
2nd Dependent Gender

MaleFemale
2nd Dependent Date of Birth

MonthDayYear
Date
SS#
2nd Dependent Relationship to taxpayer
School Attended/ or Attending(If Any)
Childcare Provider
Childcare Provider SSN/EIN/ITIN
Childcare Provider Complete Address & Telephone#
Amount paid to Childcare Provider
Is this Dependent disabled?

YesNo
Is this Dependent your biological Child?

YesNo
Is this Dependent Adopted?

YesNo
Is this Dependent a Foster Child?

YesNo
Could another person qualify to claim this Dependent?

YesNo
Did this Dependent live with you for 6+months in this tax year

YesNo
Upload 2nd Dependent"s Documents

Select File

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3rd Dependent First Name
Dependent Middle Name
Dependent Last Name
3rd Dependent Gender

MaleFemale
3rd Dependent Date of Birth

MonthDayYear
Date
SS#
3rd Dependent Relationship to Taxpayer
School Attended/ or Attending(If Any)
Childcare Provider
Childcare Provider SSN/EIN/ITIN
Childcare Provider Complete Address & Telephone#
Amount paid to Childcare Provider
Is this Dependent disabled?

YesNo
Is this Dependent your biological Child?

YesNo
Is this Dependent Adopted?

YesNo
Is this Dependent a Foster Child?

YesNo
Could another person qualify to claim this Dependent?

YesNo
Did this Dependent live with you for 6+months in this tax year

YesNo
Upload 3rd Dependent"s Documents

Select File

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If you have 4 or more dependents please list all additional dependents names, dob"s, social security numbers, taxpayer relationship to the dependent.
Please additional dependents names, dob, social security# relationship
2. INCOME&EXPENSES
Are you self-employed?

YesNo
If you are self-employed, please provide your Annual Gross Income
Annual Gross Expenses
Upload All W2"s Here

Select File

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Upload All 1099"s Here

Select File

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Upload All Income Supporting Documentation Here

Select File

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Upload All Expenses Supporting Documentation Here

Select File

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Upload All Miscellaneous Documentation Here

Select File

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Upload All Other Miscellaneous Documentation

Select File

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3. TAX PREPARATION DISCOUNTS
Please select all the discounts you would like to be applied to your tax return.
Discounts

Prior Year CustomerI have provided a minimum of 3 referralsI am interested in earning Income right now as a Tax Preparation AffiliateOther
4. REFERRAL INFORMATION
Referral Name*
Referral Cell #*
Referral Name
Referral Cell #
Referral Name
Referral Cell #
Please share with us information on how you found us.
Referral*

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I Attest that the Information, Income, Expenses and documentation provided to Tax Service 4 Less, llc. is accurate and truthful. I Attest that I reviewed and verified the accuracy of the Information and attachments that I provided within this form. I also understand that Tax Services 4 less, llc is not responsible for any misrepresentations or the consequences thereof. Please type your name below as an acceptance of these two paragraphs. If you refuse to accept, we cannot process your return.
Type Full Name*
Please provide your last year AGI(adjusted gross income)
IF YOU FILED LAST YEAR WE NEED THIS TO FILE THIS YEAR
Please list any additional comments here to assist us in preparing your Tax Return
Should be Empty: