Documents needed to complete Tax Return
Thank you for your reaching out us. Complete this form, and upon completion you'll receive a calendly meeting invitation to schedule your 1:1 with our Team. Please make sure to submit requested documents below with your intake form. Any required documents not submitted will hold up the return process.
Please submit copies off all required documents from the list below:
Taxpayers Drivers License
Taxpayers Social Security Cards
All Dependents Social Security Cards
Proof Of residence (Ex: lease agreement, current mail with mailing address)
Healthcare Card for Taxpayer/Dependents- 1095
Income (Ex: W-2, 1099/Self Employment Expense log or summery of income, Business License, Bank Statements)
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Date
-
Month
-
Day
Year
Date
Tax Year
Please Select
2025
2024
2023
2022
2021
2020
Are you planning to purchase a home within the next year or two?
Please Select
Preferred type of appointment
Please Select
In-Person/Office Visit
Phone
Virtual
Mobile
(Other)
Tax Professional's Name
Please Select
Shabra Qgunyale
Lisa Vasquez/Lisa Vee
Cedrick Roberson
Alyssa Hall
Kelvona Lincoln
TaMica Lincoln
Traci Turner
Andretta Randle
Kim Smith
Daphnee Wrenn
Rocio Sixtos
Adriana Torres
Tamesha Boldon
LaKisha Smith
Maria Brazzle
Christiana Kehinde
Ashley Ahatou
Schilacy Johnson
Any Tax Expert Available
Name of person that referred yo
u
First Name
Last Name
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Name
First Name
Last Name
Spouse
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Primary Email
example@example.com
Spouse Email
example@example.com
Primary Phone Number
-
Area Code
Phone Number
Spouse Phone Number
-
Area Code
Phone Number
Filing Status
Please Select
Single
Head of Household
Married Filing Joint
Married Filing Seperate
Qualifying Widower w/Dep
Primary Tax Payer Occupation
Primary Social Security Number
Primary IP: Identity PIN#
Primary Tax Payer Birthdate
Does primary taxpayer have an unexpired ID?
Please Select
Yes
No
Primary Taxpayer ID and Social Security Card:
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Sources of Income
Self Employed?
Please Select
Yes
No
Spouse Occupation
Spouse Social Security Number
Spouse Identity PIN#
Spouse Date of Birth
Does spouse have an unexpired ID?
Please Select
Yes
No
Upload Spouse ID and Social Security Card:
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of
Sources of Income
Self Employed?
Please Select
Yes
No
Did any household member receive Market Place Insurance?
Please Select
Yes
No
Number of Dependents
Please Select
1
2
3
4
5
6
7
8
9
10
Dependent #1
First Name
Last Name
Social Security Number
Relationship
Please Select
Son
Daughter
Mother
Father
Sister
Brother
Niece
DOB
-
Month
-
Day
Year
Date of Birth
Dependent #2
First Name
Last Name
Social Security Number
Relationship
Please Select
Son
Daughter
Mother
Father
Sister
Brother
Niece
DOB
-
Month
-
Day
Year
Date of Birth
Dependent #3
First Name
Last Name
Social Security Number
Relationship
Please Select
Son
Daughter
Mother
Father
Sister
Brother
Niece
DOB
-
Month
-
Day
Year
Date of Birth
Dependent #4
First Name
Last Name
Social Security Number
Relationship
Please Select
Son
Daughter
Mother
Father
Sister
Brother
Niece
DOB
-
Month
-
Day
Year
Date of Birth
Dependent #5
First Name
Last Name
Social Security Number
Relationship
Please Select
Son
Daughter
Mother
Father
Sister
Brother
Niece
DOB
-
Month
-
Day
Year
Date of Birth
Additional Dependents: Include Name, D.O.B, Social Security Number and Relationship.
Are you interested in an advancement loan?
Please Select
Yes
No
Upload a Utility Bill:
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of
Upload W2, 1099s, 1098s, and misc docs:
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Upload Self Employment Supportive Docs and Expenses- if applicable:
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Signature
Submit
Submit
Should be Empty: