Customer Information
Please fill out this form as best you can so we can provide you with quality service.
First name
Last name
Email
Address
I want to subscribe to the mailing list.
Phone Number
Upload copy of ID
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Are you married?
Yes
No
Spouse Full Name & D.O.B? (ex. John Appleseed 01/01/1900)
500
Upload Copy of Spouse ID
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Are you claiming any dependents?
Yes
No
Dependents Name & D.O.B?
500
Social Security Number for all person(s) included with this tax filing? (ex. John Doe 123-45-6789)
Upload copy of SS Cards for all person(s) included with this tax filing
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Do you require IP Pin to file your return? (Identity Protection Pin)
Yes
No
If required please list IP Pin Number.
60
Did you pay for child care services last year?
Yes
No
Name of child care provider?
60
How much did you pay for childcare?
60
If applicable, upload copy of child care statement.
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Do you have a mortgage?
Yes
No
Upload copy of 1098 Mortgage Interest Statement
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What's your job occupation?
Upload copy of all income statements (W2,1099,Unemployment etc.)
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Upload copy of all income statements (W2,1099,Unemployment etc.)
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Upload copy of all income statements (W2,1099,Unemployment etc.)
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Did you receive Marketplace Insurance?
Yes
No
If so, upload a copy of 1095 A.
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Did you attend school last year?
Yes
No
Upload copy of 1098-T
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Are you claiming a business?
Yes
No
What's your business name ?
What's your EIN number?
What is the nature of your business?
Business Income Statement
Select a File
If receiving a refund, would you like payment to be sent Direct Deposit?
Yes
No
Routing Number?
Account Number?
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