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You Must complete the Information Intake Form each tax year.

Do not submit any tax documents until all required tax forms are complete and ready to download.

Enter Your Information

Birthday
Month
Day
Year
Multi-line address

________________________________

Filing Status
Single
Head of Household
Married Filing Jointly
Married Filing Separate

Spouse Information

Spouse Birthday
Month
Day
Year

______________________________

Upload Requested Documents

*If you send pictures of documents, please make sure the pics are clear and only capturing the document from corner to corner with nothing showing in the background.

(Make sure downloading is complete before submitting.)

Driver License/Social Security Card

____________________________

Enter Dependent(s) Information

Did you have dependent(s) live in your home for at least 7 to 12 months of the tax year? (include newborn)
Yes
No
Select Number of Dependents
Dependent Relationship to You
Disabled or College Student
Dependent Relationship to You
Disabled or College Student
Dependent Relationship to You
Disabled or College Student
Dependent Relationship to You
Disabled or College Student

*Please provide proof with Document Upload

*Please provide proof with Document Upload

(Make sure downloading is complete before submitting.)

____________________________

If you do not owe taxes. How do you want to receive your tax refund?
Direct Deposit
Check
Cash Card
How did you hear about us?
Did you/spouse or any dependents on your return purchase health insurance through the "Marketplace" if so, (Form 1095-A) is required. Provide with document uploads.
Do you want more information on TradeLines (help to improve credit score)
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