Independent Tax Services - Married Filing Jointly / Filing Separately E-Application

MARRIED FILING SEPARETLY/JOINTLY

Tax Client E-Application Interview
MonthDayYear
Date
Tax Preparation Fee(s)

W2 Income Only $550.00Self Employment Only $650.00W2 & Self Employment $750.00Business / LLC / 940, 941 $1000Prior Year Return $475.00Amendment (In-House) $275.00Amendment (Out-House) $475.00Additional Form Added $175.00Filing Extension $175.00
Client Status

NewReturning
How are you filing?*

Married Filing JointlyMarried Filing SeparatelyMarried Filing Jointly w/ DependentsMarried Filing Separately w/ Dependents

MAIN FILER INFORMATION
Your Name*

First NameLast Name
Your Birthdate*

MonthDayYear
Date
Your Social Security Number*
000-00-0000
TAKE A SELFIE OF YOURSELF HOLDING YOUR VALID ID. PLEASE MAKE SURE YOUR ID IS CLEAR AND VISIBLE.
TAKE A SELFIE PHOTO WITH YOU HOLDING YOUR VALID ID. MAKE SURE THE ID IS NOT BACKWARDS OR BLURRY BEFORE YOU SUBMIT YOUR E-APPLICATION*

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UPLOAD SELFIE WITH YOU HOLDING YOUR ID Cancelof
UPLOAD A CLEAR PICTURE OF JUST YOUR ID HERE*

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SPOUSE INFORMATION
Wife or Husband?*

WifeHusband
Spouse Name*

First NameLast Name
Spouse Date of Birth*

MonthDayYear
Date
Spouse Social Security Number*
000-00-0000
Is the Spouse filing income?*

YesNo
Take a selfie of yourself holding your ID. Please make sure it is clear and visible.
UPLOAD A CLEAR PICTURE OF YOURSELF HOLDING YOUR VALID ID. ENSURE THAT YOUR ID IS VISIBLE AND THERE ARE NO OBSTRUCTIONS*

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UPLOAD A CLEAR PICTURE OF JUST THE SPOUSE ID HERE*

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Your address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Your Phone Number*

Area CodePhone Number
Your Email*
example@example.com

INCOME INFORMATION
Which Spouse will be filing Earned Income?*

WifeHusbandBoth
What income statements will you be submitting? You can select multiple statements if needed.*

W21099 MISC1099 NEC1099K1099 [other]EIC CREDIT(S)SELF-EMPLOYMENT/SIDE INCOME/SCHEDULE CSCHEDULE KOther
Do you earn extra income outside/on the side of your W2 income? (If yes, please enter as much information as possible in the Self-Employment Statement below)

YESNO
How many income statements will you be UPLOADING?*
Each individual income statement must be uploaded below. Number of UPLOADS must match the number listed in the box
PLEASE UPLOAD CLEAR COPIES OF ALL W2(S) and 1099(S) INCOME STATEMENT(S) BELOW.
W2 or 1099 [K,MISC,NEC,G,R]*

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Make sure this is a clear copy Cancelof
W2 or 1099 [K,MISC,NEC,G,R]

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Make sure this is a clear copy Cancelof
W2 or 1099 [K,MISC,NEC,G,R]

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Make sure this is a clear copy Cancelof
W2 or 1099 [K,MISC,NEC,G,R]

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Make sure this is a clear copy Cancelof
More than [4] income/other statements? Upload additional statements here.

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Make sure each copy is CLEAR AND READABLE BEFORE SUBMITTING YOUR E-APPLICATION Cancelof
SELF-EMPLOYMENT

If you are filing Self-Employment income, you are required to complete the Self-Employment statement and sign for authorization.
Do you have an EIN Number from the IRS?

YESNO
Enter Your EIN (if you have one)
00-0000000
Do you have a name for your business/service?

YESNO
Brief Description of your business/services
Do you operate your business/service more than 6 months out of the year?

YESNO
Do you operate your business/service at your home address?

YESNO
How are you paid?

CASHACCRUALDIRECT DEPOSITSERVICES FOR WAGES

Please enter all income earned, expenses paid out and your final pay in the months you worked. If you did not earn income, enter 0 in the space provided.

	Income Earned	Expenses Paid Out	Pay Received
January
February
February
March
April
May
June
July
August
September
November
December

Upload your SELF-PREPARED Business Income statement here

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Self Employment Income/Expense Calculator
Incomed Earned
Expenses Paid Out
Final Pay Received

BANK DEPOSIT INFORMATION
BANK NAME*
NAME ON BANK ACCOUNT*
Name must match taxpayers name listed on the E-Application
CHECKING OR SAVINGS?*

CHECKINGSAVINGS401K CONTRIBUTION
ROUTING NUMBER*
000000000 [must be 9 digits]
ACCOUNT NUMBER*
Double check your account number before submitting your E-Application
UPLOAD ACCOUNT VERIFICATION HERE*

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REQUIRED TO UPLOAD Cancelof

SUPPORT OUR PURPOSE BY REFERRING WHO YOU KNOW!
Thank you for your business. Please help me grow my clientelle by referring 3-5 people you know for tax preparation services! Please enter thier names and email address below. We will email them an E-Application to file thier taxes today!
Referral Name 1

First NameLast Name
Referral Email 1
example@example.com
Referral Name 2

First NameLast Name
Referral Email 2
example@example.com
Referral Name 3

First NameLast Name
Referral Email 3
example@example.com

PAYMENT
How would you like to pay for your Tax Preparation and E-File Fee(s)?*

Upfront via invoice with your personal debit or credit card. [Payment must be paid BEFORE E-file submission]Pay Later. Tax Preparation and E-File Fee(s) will be deducted from the proceeds of Federal and/or State tax refund(s). I understand that if my all of my tax preparation fee(s) are not able to be collected from the proceeds of my federal and or state tax refunds, I will pay my fee immediately upon invoice.

SUBMISSION
Please ensure that you has submitted a complete E-applicaiton that includes all required documentation:
- Valid ID
- Correct personal information
- All dependents are entered correctly
- All income statements have been received
- All neccassary documents have been received
- Correct bank account informaiton
Please provide all necassary documents BEFORE YOU SUBMIT your E-Application. If you do not have all of your paper work, you can save your E-application later.
Applications submitted successfully will receive an E-Application Submission Confirmation E-mail with POST FILING INFORMATION.

IF YOU DO NOT RECEIVE THIS EMAIL IMMEDIATELY AFTER YOU SUBMIT YOUR E-APPLICATION, YOUR E-APPLICATION WAS NOT RECEIVED.
Should be Empty:

MARRIED FILING SEPARETLY/JOINTLY

TAKE A SELFIE OF YOURSELF HOLDING YOUR VALID ID. PLEASE MAKE SURE YOUR ID IS CLEAR AND VISIBLE.

Take a selfie of yourself holding your ID. Please make sure it is clear and visible.

DEPENDENT # 1