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Home
Services
Accounting & Income Taxes
Certified Financial Planning
Restaurant Accounting & Bookkeeping
Resources
Tax Forms
Share documents (secure)
Contact
Share documents (secure)
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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.
Do you have a spouse ? (ONLY IF FILING MFJ or MFS)
Yes
No
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.
Do you have children ? (ONLY IF CLAIMING DEPENDENCY or HOH STATUS)
Yes
No
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
*
Remove
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 2025 TAXES?
*
YES
NO
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