Tax Online Preparation

Step 1 of 3 - Basic Details

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Date(Required)

MM slash DD slash YYYY

Tax Year(Required)

First time client?(Required)

Yes

Who's your tax preparer?(Required)

Tax preparer's name(Required)

Circle filling status(Required)

Form of Income(Required)

1099

Self-employed

Name(Required)

First Last

Date of Birth(Required)

MM slash DD slash YYYY

Social Security Number(Required)

Phone Number(Required)

Email(Required)

Spouse's Name(Required)

First Last

Spouse's Date of Birth(Required)

MM slash DD slash YYYY

Spouse's Social Security Number(Required)

Spouse's Phone Number(Required)

Spouse's Email(Required)

Rent, Own or Others?(Required)

Will you be moving in the near future? (3-6 Months)(Required)

Yes

How much do you pay in rent now?(Required)

How much do want to pay in rent (maximum)?(Required)

When would you like to move by?(Required)

Do you own more than one property?(Required)

Yes

How many do you own?(Required)

Please enter a number greater than or equal to 2.

Include the property where you currently reside.

Full address/es(Required)

Enter the full address of each property you own. One address per line. Include the property address where you currently reside.

Do you collect rental income?(Required)

Yes

How much and what is/are the start date of the lease?(Required)

Do you have questions on Refinancing?(Required)

Yes

What is your current rate?(Required)

Type of Rent(Required)

House

Apartment

Address(Required)

Street Address Address Line 2 City State ZIP Code

Did you sell any property this year?(Required)

Yes

Purchase price(Required)

Date of Sale(Required)

MM slash DD slash YYYY

How much did it sell for?(Required)

Date of Sale(Required)

MM slash DD slash YYYY

Do you have health care coverage?(Required)

Yes

Through which of the following?(Required)

Work

Private Insurance

Marketplace

Can someone else claim you or your spouse as a dependent on their tax return?(Required)

Yes

Did you get help financially from family members?(Required)

Yes

Do you pay the utility bill and rent?(Required)

Yes

Do you have receipt?(Required)

Yes

How many dependents are you claiming on this return?(Required)

Dependent 1

Name(Required)

First Last

Age(Required)

Date of Birth(Required)

MM slash DD slash YYYY

Relationship(Required)

Social Security Number(Required)

Do you pay for child care?(Required)

Yes

Child care provider or school(Required)

Address(Required)

EIN or SSN(Required)

Amount Paid(Required)

Dependent 2

Name(Required)

First Last

Age(Required)

Date of Birth(Required)

MM slash DD slash YYYY

Relationship(Required)

Social Security Number(Required)

Do you pay for child care?(Required)

Yes

Child care provider or school(Required)

Address(Required)

EIN or SSN(Required)

Amount Paid(Required)

Dependent 3

Name(Required)

First Last

Age(Required)

Date of Birth(Required)

MM slash DD slash YYYY

Relationship(Required)

Social Security Number(Required)

Do you pay for child care?(Required)

Yes

Child care provider or school(Required)

Address(Required)

EIN or SSN(Required)

Amount Paid(Required)

Dependent 4

Name(Required)

First Last

Age(Required)

Date of Birth(Required)

MM slash DD slash YYYY

Relationship(Required)

Social Security Number(Required)

Do you pay for child care?(Required)

Yes

Child care provider or school(Required)

Address(Required)

EIN or SSN(Required)

Amount Paid(Required)

Dependent 5

Name(Required)

First Last

Age(Required)

Date of Birth(Required)

MM slash DD slash YYYY

Relationship(Required)

Social Security Number(Required)

Do you pay for child care?(Required)

Yes

Child care provider or school(Required)

Address(Required)

EIN or SSN(Required)

Amount Paid(Required)

Hidden

Continuation...

Own a Business and/or Self-employed?(Required)

Yes

Type of Business(Required)

Name of your business(Required)

Do you have a Tax ID for the business?(Required)

Yes

Do you have the Tax ID?(Required)

Yes

Not available right now

Business Tax ID(Required)

Do you have business bank account?(Required)

Yes

Do you have business partner?(Required)

Yes

Business partner's name(Required)

First Last

Business partner's phone number(Required)

Business partner's email(Required)

Percentage of Ownership(Required)

Your business partner's percentage of ownership

Do you file Business Tax Returns?(Required)

Yes

Type of Business Tax Returns(Required)

Do you have Record of Income?(Required)

Yes

Who does your bookkeeping?(Required)

I do

I have a bookkeeper

How do you pay yourself?(Required)

Direct Deposit

Cash

Electronic transfer

1099

Do you need assistance with credit repair?(Required)

Yes

What's your credit score?(Required)

What would you like to bump it up to?(Required)

Would you be purchasing a Home in the next 6 to 18 months?(Required)

Yes

Primary Residence or Investment?(Required)

Yes

Are you working with a realtor?(Required)

Yes

Your realtor's contact info(Required)

Maximum Monthly you would want to pay for a Mortgage(Required)

Expected time frame of purchase(Required)

Do you need assistance with Financial Planning?(Required)

Yes

Do you need assistance with Credit Repair(Required)

Yes

How do you want your refund deposited?(Required)

Direct Deposit

Paper Check

Routing Number(Required)

Account Number(Required)

How did you hear about us?(Required)

Yard sign location(Required)

Which social network site?(Required)

Instagram

Facebook

Twitter

Instagram handle(Required)

Facebook page/profile(Required)

Twitter handle(Required)

Friend/Family member's name(Required)

Friend's/Family member's contact number(Required)

Do you have a friend or family that could need of tax assistance?(Required)

Yes

Friend/Family member's name(Required)

Friend's/Family member's contact number(Required)

Did you scheduled an appointment?(Required)

Yes

Where did you scheduled your appointment?(Required)

Book Now (Calendly)

In Office or Virtual Appointment

In office or virtual appointment(Required)

In office

Virtual appointment

In which way?(Required)

Desktop

Mobile phone

Which service?(Required)

Zoom

Google Hangouts

Which app?(Required)

Google Hangouts

Facebook Messenger

Instagram video

FaceTime

Instagram handle(Required)

Checklist to file documents that you brought today(Required)

1098-MA Mortgage Tax Statement

1099 IRA and Retirement

1099s

Balance sheets

Business Log Book

Dependent SSN & ID + Child care expenses

ID (Driver’s license, Passport, Social Security Card)

IRS Letters

Last pay stub

Last year's tax return

Profit and Loss Statement

Tax document upload

Drop files here or

Accepted file types: doc, docx, xls, xlsx, pdf, zip, jpg, jpeg, png, Max. file size: 5 MB, Max. files: 10.

Maximum of 10 files per submission, 5MB on each file.
If you have multiple files to upload, compress them in zip file with maximum file size of 5MB
Allowed files: doc, docx, xls, xlsx, pdf,jpg, jpeg, png and zip

Please confirm(Required)

I/We attest that all information supplied and contained in this tax return is true, correct, to the best of my/our knowledge.

Signature(Required)

Electronic signature

Typed signature

Electronic signature(Required)

Typed signature(Required)

Input your full name for validation

Name

This field is for validation purposes and should be left unchanged.