First Name *

Middle Name

Last Name *

Gender *

Male

Female

Primary SSN *

Date of birth *

Phone *

Email *

Street Address

City

State

Country

Postal Code

Primary Taxpayer's Occupation *

Type N/A if not applicable

Spouse First Name

Spouse Middle Name

Spouse Last Name

Sex

Male

Female

Spouse Date of Birth

Spouse Phone Number

Bank Name

Account Type

Checking

Savings

Routing

Account Number

Dependent #1 Full Name

Dependent #1 SSN

Dependent #1 Date of Birth

Dependent #1 Relationship

Dependent #1 Months Live with you

Dependent #2 Full Name

Dependent #2 SSN

Dependent #2 Date of Birth

Dependent #2 Relationship

Dependent #2 Months Live with you

Dependent #3 Full Name

Dependent #3 SSN

Dependent #3 Date of Birth

Dependent #3 Relationship

Dependent #3 Months Live with you

Dependent #4 Full Name

Dependent #3 SSN

Dependent #4 Date of Birth

Dependent #4 Relationship

Dependent #4 Months Live with you

Did you have Marketplace Insurance? A.k.a (affordable healthcare/ Obamacare) *

Yes

No

Do you receive any form of government assistance in the form of Finacial aid, Wic, Cash assistance etc? *

Yes

No

Did you work overtime this year? *

Yes

No

If yes, clients are required to upload their most recent paycheck stub.

Do you have your W2?

Yes

No

If your answer is no upload your last paycheck stub for the year for a free Quote.

Choose Tax Preparer

Client Privacy Statement

We value the trust you place in us when you share your personal information with us to provide you with our tax and related financial services. Information we receive from you may include, but is not limited to, social security number, date of birth, marital status, source and amounts of income, deductions and taxes paid and payable, and information concerning your residence, dependents, pensions, medical deductions, and charitable contributions. This information is collected from you in written form, by phone, online, by mail, and in personal interviews and consultations conducted by us, as well as by information we collect from others with your authorization.

How Is My Personal Information Protected?

We are committed to maintaining the confidentiality, accuracy, and security of your personal information. We restrict access to Nonpublic Personal Information about you to our employees who must use that information to provide tax and related financial services to you. We also maintain physical, technical, and procedural safeguards in compliance with applicable laws and regulations to guard your Nonpublic Personal Information.

How Do We Use and Disclose Your Personal Information?

We may use or disclose your Nonpublic Personal Information for the purposes described in this Privacy Policy and/ or for any additional purposes for which we have obtained your consent to the use or disclosure of this personal information. In addition, your personal information may be used and disclosed only under the following limited circumstances:

• With your authorization.
• Otherwise, as permitted by law.

Changes to the Privacy Statement

We may change this Privacy Statement from time to time and without notice. Changes to this Privacy Statement will be posted to this site accordingly. Please contact us if you have any questions.

I have reviewed my tax return form 1040 with my tax preparer, and all the information contained is correct as provided by me.

Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements and to the best of my knowledge and belief, they are true, correct, and accurately list all amounts and sources of income I received during the tax year. The declaration of the preparer (Other than the taxpayer) is based on all information of which the preparer has any knowledge.

Signature *

Clear

Signed Date *

Spouse Signature

Clear

Spouse Signed date

By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.

By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.

Privacy Policy | Terms of Service

Mandatory Intake Form

Client Privacy Statement

Changes to the Privacy Statement