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Driver's License Expiration Date
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Dependents
How many dependents do you have?
*
1
2
3
4
5
1st Dependent Name
*
First
Middle
Last
Gender
*
Male
Female
Date of Birth
*
Month
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Social Security #
*
2nd Dependent Name
*
First
Middle
Last
Gender
*
Male
Female
Date of Birth
*
Month
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Day
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Social Security #
*
3rd Dependent Name
*
First
Middle
Last
Gender
*
Male
Female
Date of Birth
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Month
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Social Security #
*
4th Dependent Name
*
First
Middle
Last
Gender
*
Male
Female
Date of Birth
*
Month
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9
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12
Day
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Social Security #
*
5th Dependent Name
*
First
Middle
Last
Gender
*
Male
Female
Date of Birth
*
Month
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Social Security #
*
Hidden
Additional Info
Hidden
Did you receive any funds from Stimulus #3? ($1400)
*
Yes
No
Hidden
How much money did you receive?
*
Hidden
Did you receive any Child Tax Credit?
*
Yes
No
How much money did you receive?
*
Please check all documents to be uploaded:
*
1098s
1099s
W2s
Other - Use comment box below to describe the document.
Any tax concerns we should be aware of such as: back child support, student loans, money owed to IRS, etc.
*
Yes
No
If Yes, explain.
*
Did your banking infomation change since your last tax filing?
*
Yes
No
New Bank Name
*
New Routing Number
*
New Account Number
*
Enter last 4 digits of existing bank account:
*
This is to verify we have the correct account info.
How would you like to receive your refund?
*
Direct Deposit
Check
Money Card
Bank Name
*
Bank Routing Number
*
Bank Account Number
*
Enter comments or question here:
Upload Tax Documents - You can select mulitple files to upload.
Drop files here or
Select files
Accepted file types: pdf, docx, png, jpg, jpeg, doc, pages, xlsx, xls, txt, Max. file size: 100 MB, Max. files: 100.
Upload ALL appropriate documents here.
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