This form is to be completed by all clients (NEW and RETURNING) in order to complete a accurate tax return. Once you are done, please click 'submit'. When you submit, this will indicate to our team you are finished!

Please enter your dependents information below. All dependents MUST have a Birth Certificate AND Social Security Card. If you are a PREVIOUS client we may have your documents on file already. No need to upload each year unless our team request new documents.

If you are claiming any dependents, be sure to upload their SS CARDS, BIRTH CERTIFICATES. In order to file a dependent on your tax return you are attesting that the child/dependent lived with you in the SAME home for more than 6 months of the tax year. If the dependent did NOT live with you for more than HALF of the tax year you CANNOT claim the dependent. If you are audited by the IRS you MUST be able to have DOCUMENTATION that show their address is the same as yours. (e.g. school records, medical records, doctor bills, Medicaid Statement, Social Services Records, or anything that shows your child's name and current address).

List the names below of everyone who lived with you last year (except your spouse) AND anyone you supported but did not live with you last year.

Please check the income sources you received at ANY time during the tax year. Please report ALL income received from ALL jobs during 2024.

Check the expenses you paid for during the tax year and have documentation.

Please complete this section of you pay out of pocket for daycare or afterschool care for children UNDER age 13.

Please make sure you answer this question to the best of your knowledge to avoid your refund being DELAYED!

Please select how would you like your refund.