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Taxpayer - Full Name (required for all submissions)

Cell Phone (required for all submissions)

Email Address (required for all submissions)

Taxpayer DOB (NEW SUBMISSIONS/ FIRST TIME CLIENTS ONLY, we only need this information on your very first document submission, not future submissions.

Do you have a spouse ? ONLY IF FILING JOINT or MFS ( NEW SUBMISSIONS / FIRST TIME CLIENTS ONLY, we only need this information on your very first document submission, not future submissions.

Spouse (NEW SUBMISSIONS / FIRST TIME CLIENTS ONLY, we only need this information on your very first document submission, not future submissions.NEW / FIRST TIME CLIENTS ONLY, you only need to enter on very first document submission, not future submissions.

Spouse full name

Spouse DOB

Do you have children ? ONLY IF CLAIMING DEPENDENCY or HOH STATUS (NEW SUBMISSIONS / FIRST TIME CLIENTS ONLY, we only need this information on your very first document submission, not future submissions.

Children (NEW SUBMISSIONS / FIRST TIME CLIENTS ONLY, we only need this information on your very first document submission, not future submissions.

Child full name

Child DOB

Files Descriptions (required fo all submissions)

UPLOAD YOUR FILES *

Note: You can upload multiple files at once. ".pdf, .jpg, jpeg, .png, .xlsx, .docx (PDF RECOMMENDED)

Bank Name (optional-to set up direct deposit, if not already set up)(NEW SUBMISSIONS / FIRST TIME CLIENTS ONLY, we only need this information on your very first document submission, not future submissions.NEW CLIENTS - to set up for refund direct deposit or payment of taxes due.

Bank Account number (optional-to set up direct deposit, if not already set up)(NEW SUBMISSIONS / FIRST TIME CLIENTS ONLY, we only need this information on your very first document submission, not future submissions.0 / 12

Routing Number (optional-to set up direct deposit, if not already set up)(NEW SUBMISSIONS / FIRST TIME CLIENTS ONLY, we only need this information on your very first document submission, not future submissions.0 / 9

Additional Notes

Checkbox - Please Select One - IS THIS THE FINAL DOCUMENT SUBMISSION FOR 2024 TAXES? *

YESNO