contact us

Part 1: Your Personal Information

By providing this phone number, you agree to receive text messages from us.

Part 2: Dependent Information

Part 3: EITC Questionnaire

Please answer the following questions accordingly.

Question Yes No
Has correct identification been provided?
Do all names on return match SS cards provided?
By your state's definition, are you LEGALLY married?
If yes, did your spouse live in your home through July or until December?
Did you/spouse receive military pay?
Can anyone claim you/spouse as a dependent?
Did you/spouse live with someone with a higher adjusted gross income?
Do you have a Dependent/Qualifying Child?
Have you verified birthday information entered on the return?
Did you/spouse provide over 50% of total support per ea. Dependent?
Does your dependent have a valid SS#?
-Under 19 and lived in the taxpayer's home more than one-half of the year?
-Under 19 and foster child of the taxpayer and lived in the home for a full year?
-Full-time student age 19-24?
*Are you claiming a brother, sister, niece, nephew, grandchild, or parent?
Did the parents of the dependent also live in the household?

Please respond according to the previous question.

Question Answer Here
How many months have the dependent lived in your household?
Can anyone else claim this dependent? Y/N

Part 4: Self Employment

Part 5: Bank Information

Part 6: Additional Information

Part 7: Document Upload

Upload all W2's, 1099's, Social Security Cards, Birth Certificates, Identification, Childcare Forms, and College 1098-T along with any supporting documents you may have here:

📤

Drag and drop Document Images.Only JPEGs, WEBPs and PNGs.

Taxpayer Notes

List any additional information you think your preparer may need