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Name
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date Of Birth
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Month
-
Day
Year
Date
Email
example@example.com
Phone Number
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W2 Or Last Check Stub
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Filing Status
Single
Head Of Household
Married Filing Joint
Married Filing Seperate
Widow(er)
How Many Dependent(s)
Did You Pay Childcare? To A Daycare Or Individual?
How Much Are You Looking To Get Back?
Do You Want To Apply For The Easy Advance For Up To $6,000?
Yes
No
Are You Self Employed?
Yes
No
Do You Have Any Side Hustles? (Please List All Below)
Do You Use A Payment Platform For Your Business? (Please List Below)
Did You get Unemployment In ANY Stay? If So, Which State(s)?
Additional Deductions, Please Check Any That Apply To You.
Student Loan Interest Payment
Retirement Withdrawl (401k or IRA)
Home Loan Documents
Investments (Stock/ Crypto)
Medical Expenses (Outside Of Health Insurance Premium)
Marketplace Insurance
Work From Home
None Of The Above
Do You Any Past Due Debts? (Check All That Apply)
IRS
Child Support
Unemployment
SBA
Comptroller
Student Loans (In Collections)
None Of The Above
Who Referred You? (Earn Referral Fee When You Refer A Friend)
Additional Questions, Comments, Or Concerns About Your Taxes
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