Estimate Intake Form
Please provide the following information to verify your tax refund estimate!
Full Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
What is your filing status
Single
Married filing Jointly
Married Filing Seperately
Head Of Household
Qualifying Surviving Spouse
Tax year you are requesting an estimate for?
Please Select
2021
2022
2023
2024
2025
2026
Year on Tax Documents
Date of Birth
*
-
Month
-
Day
Year
Date
Can you be claimed as a dependent on another tax return?
*
Yes
No
Are you filing with an ITIN?
*
Yes
No
Have you lived in the U.S. for more than half the year?
*
Yes
No
CHILD/OTHER DEPENDENT TAX CREDIT
Enter the number of children under age 17 with valid SSN as of December, 31, 2024
*
Enter the number of children under age 17 with ITINS/ATINS
*
Enter the number of other dependents
*
EARNED INCOME CREDIT
Enter the number of children 18 and under
*
Enter the number of children OVER the age of 18 and UNDER the age of 24 that are full time students (not disabled)
*
Enter the number of children over the age of 18 and disabled
*
Non-Expired Identifaction Cards
*
Browse Files
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TAX-PAYER
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Upload Income Statments
*
Upload a File
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W2, 1099, 1098-T, 1065-A, Business Expense Sheet, etc….
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of
Upload any documents to support these credits including Daycare paid education expenses, paid into401(k), and any tax payments
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W2, 1099, 1098-T, 1065-A, Businse Expense Sheet, etc….
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of
Upload SPOUSES Income Statements (if applicable)
Upload a File
Drag and drop files here
Choose a file
W2, 1099, 1098-T, 1065-A, Businse Expense Sheet, etc….
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Reason for needing an amendment, and ANY additional information, you feel should be noted in your estimate
*
Do you have any tax debt obligations
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