TPS REFUND REALITY CHECK™

1
How did you make your money in 2026?* This field is required.Choose the one that BEST describes you.
W-2 job only
Multiple W-2 jobs
W-2 + a side hustle/business
Fully self-employed
Baby...a little bit of EVERYTHING
2
Did you change jobs in 2026?* This field is required.Be honest...how many W-2s might we be waiting on?
Nope, same job all year
Yep, I changed jobs once
More than once
Baby...I can't even keep count 😩
3
Let's talk about those dependents... 👀 Are you planning to claim anyone this year?* This field is required.Kids, qualifying relatives...you know, the people that make tax season interesting.
Nope, just me
Yes, and there shouldn't be any confusion
Maybe...I'm not completely sure
It's complicated
4
Okay...but could somebody ELSE try to claim the same person?Because THIS is where things can get interesting.
Nope, no issues there
Maybe...it's possible
YES, and we might have a situation
Honestly, I don't know
5
Now let's talk MONEY...did you make money outside of your regular paycheck in 2026?* This field is required.Side hustle, business, gig work, freelancing...if somebody paid you, we need to know.
Nope, W-2 income only
Yep, and I kept up with everything
Yep...but my records could use some work
Honestly, I made money but wasn't really keeping track
6
Okay entrepreneur...let’s talk about those business expenses.How are those receipts and records looking right now?
Organized! Receipts and records are READY
I’ve got most of them
They’re...somewhere 😩
Wait...I was supposed to keep all that? 😂
7
Be honest...did you check your federal tax withholding at ANY point in 2026?* This field is required.Because finding out in January is a little late.
Yep! I checked it
Nope...I never looked at it
What’s withholding? 😩
I’m fully self-employed, so no W-2 for me
8
Okay...did LIFE life in 2026?* This field is required.Select everything that happened this year.
Got married
Got divorced or separated
Had or adopted a child
My child started college
Bought or sold a home
Started a business or side hustle
Changed jobs
Had Marketplace health insurance
Had another major life change
Nope...life actually behaved this year 😂
9
OKAYYYY...TPS HAS SEEN ENOUGH.

Your answers are definitely telling us something.

Your TPS Refund Reality Check™ is ready.

Now let's see what your tax situation is actually giving...

Tell us where to send your personalized next steps.
10
First, who are we talking to? * This field is required.
First Name
Last Name
11
Where should we send your TPS Reality Check?* This field is required.Your personalized next steps are coming here.
example@example.com
12
What's the best number to reach you?* This field is required.TPS may use this number to follow up about your tax-season needs.
Area Code
Phone Number
13
One last thing...would you like TPS to help you when tax season opens?* This field is required.No pressure. We just need to know how to follow up with you.
YES! Put me on the list.
Maybe...keep me informed.
Not yet. I was just being nosy.
14
Reality Score
15

BABY...DON’T WAIT UNTIL JANUARY.

Don’t panic. PREPARE. 😂

Your answers suggest your tax situation may need a little more preparation before filing season.

YOUR NEXT MOVE:
Let’s identify what you should start getting together NOW so tax season doesn’t catch you off guard.

TPS...WE NEED TO TALK 😂
16

NOWWW...WE SAW A FEW THINGS.

Don’t panic. 😂

Your answers don’t necessarily mean anything is wrong, but there are a few things you may want to get straight BEFORE tax season.

YOUR NEXT MOVE:
TPS is going to help you identify a few things you should start looking at NOW so you can walk into tax season more prepared.

TPS GOT YOU.
17
OKAY! WE SEE YOU.

Based on your answers, you appear to have several things in order heading into tax season.

But don’t get TOO comfortable.

Being organized doesn’t automatically determine your refund, credits, deductions, or eligibility.

YOUR NEXT MOVE:
Start gathering your tax documents and stay connected with TPS so you’re ready when filing season arrives.

KEEP DOING WHAT YOU’RE DOING...TPS WILL TAKE IT FROM HERE.
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