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.
Social Security Number (SSN)
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
Drag and drop files here
Choose a file
TAX-PAYER
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of
Upload Income Statments
*
Upload a File
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Choose a file
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
Upload a File
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Choose a file
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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of
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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