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  • Maximum Refund Ahead

    No matter what your tax situation is, we can help you file with total confidence.
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  • PERSONAL INFORMATION

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  • Identity Protection PIN If the taxpayer and / or spouse is an identity theft victim who has been validated by the IRS and has received a CPO1A Letter that contains an Identify Protection PIN. It's a six digit number that must be filed with your return.

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  • Identity Protection PIN If the taxpayer and / or spouse is an identity theft victim who has been validated by the IRS and has received a CPO1A Letter that contains an Identify Protection PIN. It's a six digit number that must be filed with your return.

  • MEDICAL

    INFORMATION
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  • DEPENDENT INFORMATION

  • Wage, Salary Income


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  • SELF-EMPLOYMENT

    Profit or Loss Form Business If you don't have self-employment leave this section blank

  • Who is Self-Employed?
    Generally, you are self-employed if any of the following apply to you.

    • You carry on a trade or business as a sole proprietor or an independent contractor.
    • You are a member of a partnership that carries on a trade or business.
    • You are otherwise in business for yourself (including a part-time business or a gig worker). Exampl of a gig worker is Uber driver, instacart, doordash and many more who receive a 1099-NEC.
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    • Part I..... Income 
    • Part II.....Expenses 
    • Part III......Cost of Goods Sold  
    • Part IV.....Information on Your Vehicle. Complete this part only if you are claiming car or truck expenses on line 9 
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    • Part V.....Other Expenses 
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  • DISCLOSURES

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  • CLIENT NON PAYMENT/OFFSET CLAUSE

    At All Things Financial Tax Service, we strive to assist all of our clients in their tax needs, how ever we understand that situations arise. If your refund is offset by the IRS, student loans, child support or your check is mailed, you are still obligated to pay our company the fees associated with filing your tax return. I

     By signing this agreement you acknowledge that if payment is not made in full with in 30 days legal actions will be sought to resolve payment.

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  • I am giving All Things Financial Tax Service permission to prepare all forms related to my tax return; to apply for and secure Refund on my behalf; and sign all necessary forms and file my taxes electronically. I take full responsibility for the accuracy of this form and understand that All Things Financial Tax Service and/or associated affiliates hold no responsibility for any misrepresentation or false claims.

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