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Are you a new client?

Which tax year

Who referred you? (if referred, this section is required)

Name

First

Last

Service Areas

Individual Tax Returns
IPINs, Audits, Amendments
IRS/State Correspondence Support
Individual Tax Return Back Taxes

Month

Dropdown

Year

Social Security

Driver's License/ID Number

Issue Date

Expiration Date

State

Address (returning clients leave blank if previous address is good, if unsure please provide. New clients, this is a requirement)

Address Line 1

Address Line 2

City

State

Zip Code

Phone

What is your occupation?

Filing Status

Marital Status

If filing Married Jointly or Separately, please provide your spouse's Full Name

disabled/receive Number ONLY)

Spouse Social Security Number

Spouse Date of Birth

Spouse Driver's License/ID Number

Issue Date

Expiration Date

State (copy)

Do you have dependents?

List dependent(s) info: Full Name, DOB, SSN, Sex and Relationship

Did you or your dependents have health insurance all year? (upload 1095-A ONLY IF you have this doc)

Upload your income tax documents (w2)

Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.

Upload other forms of income (1099-misc, nec, div, int, c, g, k, a, b, cap, r, ssa)

Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.

Upload self-employment/business documents

Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.

For business : provide type of car you drive, amounts for insurance, gas, phone, rental expenses, space of office, meals, big purchases, etc

Did you receive unemployment?

Are you disabled/receive any SSA payments?

Do you rent or own a home?

Landlord's address, name and rent amount (very important for MI filers)

Upload mortgage interest statement 1098

Drag & Drop Files, Choose Files to Upload You can upload up to 4 files.

Upload school related documents (1098-T, 1098-E, Daycare)

Drag & Drop Files, Choose Files to Upload You can upload up to 6 files.

Upload 1095-A insurance ONLY

Drag & Drop Files, Choose Files to Upload You can upload up to 4 files.

Account Type

Routing Number

Account Number

Please provide Adjusted Gross Income (AGI) from prior year return for New Clients ONLY

If you have an IPIN (identity pin) from IRS, Please provide the 6 digit code

Upload Driver's License/ID (required for MI filers; front ONLY)

Drag & Drop Files, Choose Files to Upload You can upload up to 2 files.