Language
English (US)
Spanish (Latin America)
Client Intake
Please fill out all applicable information and upload all supporting documents.
Todays Date
*
/
Month
/
Day
Year
Date
TAX YEAR(S) TO BE COMPLETED
*
2026
2025
Other
Filing Status
*
Single
Head of Household
Married filing Joint
Married filing Separate
Widow
What forms will your spouce be filling?
*
W2(s)
1099(s)
Stocks
Health Insurance
Unemployment
1098 (College/School Tuition OR Mortgage )
Other/Amended
Full Name
*
SSN
*
Date of Birth
*
/
Month
/
Day
Year
Date
Home Address
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Cellphone
*
Format: (000) 000-0000.
Email
*
example@example.com
Occupation
*
Are you a Citizen or Resident?
*
Are you married ?
*
Yes
No
Are you a Student?
*
Yes- (Upload 1098-T/1098-E)
No
Can someone else claim you as their dependent?
*
Yes
No
Do you have dependents?
*
Yes- (Upload birth certificates/school records)
No
Do you have a IRS ID PIN?
Enter Pin NUMBER HERE
Spouse Information
Full Name
SSN
Date of Birth
/
Month
/
Day
Year
Date
Phone number
Format: (000) 000-0000.
Email
example@example.com
Occupation
Are you a Citizen or Resident?
Is your spouse a student?
Yes -(Upload 1098-T/1098-E)
No
Can someone else claim your spouse as their dependent?
Yes
No
Does your spouse have a IRS ID PIN?
Enter Pin NUMBER HERE
Dependents
Enter all Dependents (NOT SPOUSE) (Please verify all Information is correct- this can delay your refund)
Rows
Full Name
SSN
DOB
Student? Y/N
Relation to you?
1
2
3
4
5
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File Upload
List Of Supporting Documents to file your taxes
‼️PLEASE UPLOAD ALL REQUIRED DOCUMENTS AT THE SAME TIME. 🚫 You cannot upload later‼️
Forms Upload
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
✅ UPLOAD CONFIRMATION CHECKLIST- IF ANY OF THESE ARE NOT COMPLETED, PLEASE UPLOAD BEFORE SUBMITTING
Additional Credits
Home Owner?
*
Yes- (Upload form 1098)
No
Business Owner/Self-employed ?
*
Yes- (Upload Business Income, Expense form & Supporting receipts)
No
What Is your monthly rent payment?
Marketplace Health Insurance?
*
Yes- (Upload form 1095-A)
No
If YES, What kind of Health Insurance?
Market place, private, or through work.
Did you pay for childcare this year?
*
Yes- (Upload daycare form/letter of daycare provider)
No
N/A
Did you receive a Tax Refund Last Year?
*
Yes
No
If answer is No, please state reason why you did not receive a refund last year.
Any helpful or additional information you would like to add?
Payment and Banking Information
How would you like to pay for our Services?
*
Through MyTax Refund
Pay Now - Invoice Me (Full payment due immediately)
Direct Deposit:
(Double check all banking information entered. Any mistake WILL DELAY YOUR REFUND)
Bank Name
*
Bank Name - N/A if NOT doing direct deposit.
Account type
*
N/A if not doing direct deposit
Routing Number (Double Check)
*
"0" If NOT doing direct deposit.
Account Number (Double Check)
*
"0" If NOT doing direct deposit
Consent and Signatures
I consent to the use of electronic records and electronic signatures. I authorize Fourever LLC (DBA: Fourever Tax) to prepare and electronically file my tax returns based on the information I provide and approve. I acknowledge that I am responsible for the accuracy of all information submitted and that my electronic signature is legally binding.
*
I Consent
I certify that all information, documents, and statements I have provided to Fourever Tax are true, correct, and complete to the best of my knowledge. I understand that I am responsible for the accuracy of the information used to prepare my tax return, even if I did not personally prepare it.
*
I Consent
I authorize Fourever Tax to prepare and electronically file my federal and state tax returns using the information I have provided. I understand that intentional misrepresentation, omission of income, or falsification of information may result in penalties, interest, audits, or legal consequences imposed by taxing authorities, for which I am solely responsible.
*
I Consent
Signature
*
(If filing joint) Spouse Signature
Date Signed
*
/
Month
/
Day
Year
Date
Were you referred by someone?
Please enter their FULL NAME - so they can get credit 🤩
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Deposit
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Initial Deposit
Initial service deposit. Remaining balance due before completion and submission of final tax return.
$75.00
$
75.00
Quantity
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