2025 Tax Inquiry Form

Name*

First NameLast Name

Email*

example@example.com

Phone Number*

Please enter a valid phone number.

What county do you reside in?*

Referral: please list the who referred you to us (first and last name or social media link). Put N/A if this doesn’t apply to you*

FILING FEES:

Option 1 $175: single filers with no kids, no credits, basic deductions, one W-2. The state return is included. Each additional W-2 is $25.
Option 2 $450 HOH(Head of Household): All eligible filers claiming EITC, CTC, a $25 fee is added after the second W-2. The state return is included.
Option 3 MFJ (Married Filing jointly) but Spouse has W-2 only $750: Self-employed, W-2 and 1099, all credits and deductions included. The state return is included as well. A $25 fee is added after the second W-2.
Option 4 Filers $1100 Two MFJ 1099/Self Employed Filers filing together this means both are filing 1099/self-employed that may also include W-2's. All credits and deductions included. The state return included as well.
Option 5 Filers $150: Rebate, American Opportunity Tax Credit filers

Preferred Preparer*

Ch-Hara PearsonSparkle BassQueenita AugustineEdris George

PLEASE WATCH then visit https://taxestogo.com online or search Taxes To Go in the app store, download the app, complete the registration.

Please provide the six digit code provided in the app (not the code sent to your phone via text but the listed six digit code posted in the app). Lastly PLEASE complete the registration with your name, social security number date of birth, information for all dependents and upload ALL DOCUMENTS! This means W-2, 1099 forms, social security cards for you and ALL dependents (NO EXCEPTIONS), 1098T from your college or university, taxes paid on your home, any IRA/Roth documents from employer and any letters that say for tax purposes)*

Is the email provided above the same email you registered with on https://taxestogo.com?*

YesNo (if not please enter email below)

If you answered No to the previous question please enter in the email below.

Would you like to apply for up to a 1k advance (no bank fee) Email sent please check your inbox/spam/junk mail. directly to your bank account?*

YesNo

Would you like to apply for up to a $7,500 advance (bank fees apply) sent directly to your bank account?*

YesNo

Health Insurance*

Through your jobVia Healthcare.gov (Marketplace-you will need the 1095A form to file)No Insurance

Homeowner*

Yes (please be sure to upload the mortgage interest statement)No

Student Loan Interest?*

Yes (please be sure to upload the 1098T from the university/college)No

Name of your high school? We use this as a security question for the bank.*

Bank Name*

Bank Routing Number (PLEASE check the information before submitting)*

Bank Checking/Saving Account Number*

Client Nonpayment/Offset Agreement

I agree that if my refund is offset by the IRS, student loans, child support, any other offset or payment is directly sent to me I am still obligated to pay NuEra Enterprise all filing fees.

By signing this agreement you acknowledge that if the debts not settled within 30 days of the filing date legal action will be sought to resolve the debt.

PLEASE be advised there is a $50 fee for clients who decide to no longer process their returns with NuEra Enterprise, LLC after work has been rendered!

Taxpayer Signature*

Closing Agreement

I hereby give NuEra Enterprise permission to prepare all forms related to my return. To apply for any RAC (refund anticipation check) and RAL (refund anticipation loan) and sign all necessary forms regarding filing my taxes electronically. I take full responsibility for the accuracy of the provided forms and understand NuEra Enterprise and/or any associated affiliates hold no responsibility for any misrepresentation or false claims.

Taxpayer Signature*