New Client Registration
Full Name
*
First Name
Last Name
Date of Birth
*
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Job Title / Job Position
*
What is your filing status
*
Please Select
Single
Head of household
Married file Jointly
Married file separately
Widow
Address
*
Street Address
Street Address Line 2/ Apt
City
State
Postal / Zip Code
Are you claiming dependents ?
*
Please Select
Yes
No
Child/Children Name & DOB & Sex
Did you pay for child care?
*
Please Select
No
Yes
Do you own a home or pay a mortgage?
*
Please Select
Yes
No
Did you attend college last tax year ?
*
Please Select
Yes
No
Did you purchase health insurance through the health marketplace ?
*
Please Select
Yes
No
Bank Name (For direct deposit for federal and state refunds)
Bank Routing Number
Bank Account Number
Checking or Savings
Did someone refer me ? if yes, who?
*
State ID Front and Back (You can add multiple files)
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Tax Documents (You can add multiple files)
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Submit
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