Please Submit Your Tax Information

Full Name *

Email *

Phone *

Date of birth *

Social Security# *

Preferred Language *

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Street Address

City

State

Country

Postal code

ID Proof (Upload)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Address Proof (Upload)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

SSN (Upload)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

What is your employment status in 2025?

What do you do for business?

Approximately how much did you make?

How do you receive your income?

How do you track your income?

What's your EIN number?

1099 (Upload)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

W2 (Upload)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Are you married? *

Spouse Name

Spouse (SSN#) *

Spouse ID Doc (Upload)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Spouse W2 (Upload)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Number of childrens *

Child 1 - Information

Child 1 Full name

Child 1 Date of Birth

Child 1 SSN#

Child 1 ID (Upload)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Child 2 - Information

Hit next if not applicable

Child 2 Full Name

Child 2 Date of Birth

Child 2 SSN#

Child 2 ID (Upload)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Child 3 - Information

Hit next if not applicable

Child 3 Full Name

Child 3 Date of Birth

Child 3 SSN#

Child 3 ID (Upload)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Child 4 - Information

Hit next if not applicable

Child 4 Full Name

Child 4 Date of Birth

Child 4 SSN#

Child 4 ID (Upload)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Did you receive health insurance through the marketplace? (Obamacare)

Can someone else claim you as a dependent on their tax return?

Did you or any of the above dependents attend college?

Did you receive unemployment assistance in 2023?

Did you receive a 6-digit IDENTITY PROTECTION PIN?

Did you receive a tax refund for the 2024 tax year?

How much?

1098-T (College Credit)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Child Tax Credit Form (6419)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Other Tax Forms

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Other Tax Forms - 1

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Who Referred You?

How did you hear about us?

Account Number

Routing Number

Upload Direct Deposit Form (Optional)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Full Name *

Email *

Phone *

Date of birth *

Social Security# *

Preferred Language *

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. Text HELP to +1 (305) 396 4206 for assistance. You can reply STOP to unsubscribe at any time.

Privacy Policy | Terms of Service

Street Address

City

State

Country

Postal code

ID Proof (Upload)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Address Proof (Upload)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

SSN (Upload)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

What is your employment status in 2025?

What do you do for business?

Approximately how much did you make?

How do you receive your income?

How do you track your income?

What's your EIN number?

1099 (Upload)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

W2 (Upload)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Are you married? *

Spouse Name

Spouse (SSN#) *

Spouse ID Doc (Upload)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Spouse W2 (Upload)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Number of childrens *

Child 1 - Information

Child 1 Full name

Child 1 Date of Birth

Child 1 SSN#

Child 1 ID (Upload)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Child 2 - Information

Hit next if not applicable

Child 2 Full Name

Child 2 Date of Birth

Child 2 SSN#

Child 2 ID (Upload)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Child 3 - Information

Hit next if not applicable

Child 3 Full Name

Child 3 Date of Birth

Child 3 SSN#

Child 3 ID (Upload)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Child 4 - Information

Hit next if not applicable

Child 4 Full Name

Child 4 Date of Birth

Child 4 SSN#

Child 4 ID (Upload)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Did you receive health insurance through the marketplace? (Obamacare)

Can someone else claim you as a dependent on their tax return?

Did you or any of the above dependents attend college?

Did you receive unemployment assistance in 2023?

Did you receive a 6-digit IDENTITY PROTECTION PIN?

Did you receive a tax refund for the 2024 tax year?

How much?

1098-T (College Credit)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Child Tax Credit Form (6419)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Other Tax Forms

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Other Tax Forms - 1

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Who Referred You?

How did you hear about us?

Account Number

Routing Number

Upload Direct Deposit Form (Optional)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Copyrights 2025 | Developed and designed by DeeGlory Solutions

Copyrights 2025 | Developed and

designed by DeeGlory Solutions