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 Filing Year
Please Select
2021
2022
2023
2024
2025
2026
Year on Tax Documents
Tax Filing Status
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er)
Other
List All Dependent
Name of dependent
Date of Birth
Duration in home
Relationship to taxpayer
Spouse (if applicable)
Dependent 1
Dependent 2
Dependent 3
Dependent 4
Non-Expired Identifaction Cards
*
Browse Files
Drag and drop files here
Choose a file
TAX-PAYER
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Non-Expired Identifaction Cards
Browse Files
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Choose a file
SPOUSES (If Applicable)
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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 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
Date of Request
*
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Month
-
Day
Year
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Hour Minutes
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PM
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