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Step
1
of 3
Name
*
First
Last
Date of Birth
*
Email
*
Email
Confirm Email
Are you a Returning client
*
Yes
No
Social Security Number
*
Last 4 of Social Security Number
*
Please upload Social Security card and Driver License
*
Click or drag files to this area to upload.
You can upload up to 5 files.
Please upload Social Security card and Driver License if you did not provide this last year
Click or drag files to this area to upload.
You can upload up to 5 files.
Is your address the same as last year?
*
Yes
No
Address
*
Address Line 1
Address Line 2
City
--- Select state ---
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Is your Occupation the same as Last Year?
*
Yes
No
What is your Occupation
*
Do you have a W2 or 1099
*
Yes
No
Please upload W/2 or 1099
*
Click or drag files to this area to upload.
You can upload up to 5 files.
Please upload any finical documents
Click or drag files to this area to upload.
You can upload up to 5 files.
Do you have a spouse
*
Yes
No
Is your Spouse same as Last year?
*
Yes
No
Spouse Name
*
First
Last
Spouse Date of Birth
*
Spouse Email
Email
Confirm Email
Spouse Social Security Number
*
Please upload Social Security card and Driver License of your Spouse
*
Click or drag files to this area to upload.
You can upload up to 5 files.
Last 4 of Spouse Social Security Number
*
Please upload Social Security card and Driver License of your Spouse if you did not provide this last year
Click or drag files to this area to upload.
You can upload up to 5 files.
Is your Spouse's Occupation the same as Last Year?
*
Yes
No
What is your Spouse's Occupation
*
Please upload your Spouse's W2 or 1099(s)
Click or drag files to this area to upload.
You can upload up to 5 files.
Who is your Tax Preparer?
*
Marjorie
Anderson Johnson
Daryl
Any
Do you have Financial interest in digital assets?
Yes
No
What are are they and the amount?
*
Please upload any and all digital assets statements
Click or drag files to this area to upload.
You can upload up to 5 files.
Did you file with us last yeat?
*
Yes
No
What year are you filling for?
*
2023
2022
2021
2020
2019
Do you have any Dependents?
*
Yes
No
Are your Dependents the same as last year?
*
Yes
No
Dependents Full Name
*
First
Last
Date of Birth of Dependents
*
Dependents Social Security
*
Number of Months dependent lived with you?
*
Upload all Documents for your Dependent (2 forms of ID) - Birth Certificate, Passport , SSN card ..
Click or drag files to this area to upload.
You can upload up to 4 files.
Add Dependent #2
Yes
No
Add Dependent # 2
Yes
No
Dependents Full Name 2
*
First
Last
Date of Birth of Dependents 2
*
Dependents Social Security 2
*
Number of Months dependent lived with you? 2
*
Upload all Documents for your Dependent (2 forms of ID) - Birth Certificate, Passport , SSN card .. 2
Click or drag files to this area to upload.
You can upload up to 4 files.
Add Dependent #3
*
Yes
No
Dependents Full Name 3
*
First
Last
Date of Birth of Dependents 3
*
Dependents Social Security 3
*
Number of Months dependent lived with you? 3
*
Upload all Documents for your Dependent (2 forms of ID) - Birth Certificate, Passport , SSN card .. 3
Click or drag files to this area to upload.
You can upload up to 4 files.
Add Dependent #4
*
Yes
No
Dependents Full Name 4
*
First
Last
Date of Birth of Dependents 4
*
Dependents Social Security 4
*
Number of Months dependent lived with you? 4
*
Upload all Documents for your Dependent (2 forms of ID) - Birth Certificate, Passport , SSN card .. 4
Click or drag files to this area to upload.
You can upload up to 4 files.
Add Dependent #5
*
Yes
No
Dependents Full Name 5
*
First
Last
Date of Birth of Dependents 5
*
Dependents Social Security 5
*
Number of Months dependent lived with you? 5
*
Upload all Documents for your Dependent (2 forms of ID) - Birth Certificate, Passport , SSN card .. 5
Click or drag files to this area to upload.
You can upload up to 4 files.
Next
What was your marital status on Dec 2023?
*
Single
Married
Divorced
Other
Did you, your spouse, or Dependent enroll in Health Insurance?
*
Yes
No
Provide Copy Of 1095 A Health form? (https://healthcare.gov)
*
Click or drag files to this area to upload.
You can upload up to 3 files.
Can Someone claim you as Dependent?
*
Yes
No
What is their name and relation to you?
*
Were there any births, Adoptions or deaths in your family?
*
Yes
No
Upload any Birth Certificates, Adoptions records or Deaths records
*
Click or drag files to this area to upload.
You can upload up to 6 files.
Did you or your spouse pay any childcare Expenses?
*
Yes
No
Name of Child care Provider?
*
Childcare provider Address?
Address Line 1
Address Line 2
City
--- Select state ---
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Childcare cost? Please Provide Invoices/Receipts
Click or drag files to this area to upload.
You can upload up to 5 files.
Did you or your spouse retire on permanent and total disability income?
*
Yes
No
Do you own a Home?
*
Yes
No
Please provide Copy Mortgage Statement
*
Click or drag files to this area to upload.
You can upload up to 4 files.
Previous
Next
If you receive a refund, do you want it in your bank account?
*
Yes
No
Bank Name
*
Account Type?
*
Checking
Savings
Account Number
*
Routing Number
*
Check the Deductions that apply to you and have these amounts for you virtual interview
*
student loan interest payments
educator expenses
self-employed health insurance payments
certain alimony payments
contributions to a retirement account
medical expenses
state and local taxes
mortgage interest
donations of goods to charities
purchased a vehicle last year
major repairs to your home
not sure
Do you own a Business?
*
Yes
No
Do you want to fill out the Business Intake now?
*
Yes
No
Business Name
*
Tax ID
*
Business Phone
Business Email
Email
Confirm Email
Business Address
*
Address Line 1
Address Line 2
City
--- Select state ---
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Have you Filed With us Before
*
Yes
No
Type of Business
*
Sole Proprietorships
Partnerships
Corporations
S Corporations
Limited Liability Company (LLC)
What is The Nature of this Business?
Are there any Significant Issues currently with your accounts?
*
Yes
No
What are the issues?
What are your current Tax Payment Status and Tax rate applicable to your business?
What Financial accounts do you have?
Are you keeping your business and Personal Finances separate?
*
Yes
No
Does your business have employees or inventory?
*
Yes
No
Tax ID documents or business documents
*
Click or drag files to this area to upload.
You can upload up to 5 files.
Upload your Bank Statements
Click or drag files to this area to upload.
You can upload up to 15 files.
Invoice/Receipts
Click or drag files to this area to upload.
You can upload up to 12 files.
Any other Tax related documents or expenses
Click or drag files to this area to upload.
You can upload up to 5 files.
Please upload a copy of your last year tax return:
Click or drag files to this area to upload.
You can upload up to 5 files.
Uploading your last year's tax return helps us work faster, accurately, and more effectively on your current return. It serves as a valuable reference, ensuring we maximize your deductions and credits. Your data will be handled securely, and it allows us to provide personalized advice.
Signature
*
Clear Signature
Spouse Signature
Clear Signature
Submit