What Year is This Quote For? *

How did you hear about us?

Social Media

Referral

Previous Client

Website

Client Type New Client *

Returning Client

New Client

Name of Tax Preparer: *

Referred By:

Do you Plan on Purchasing a home in the next 2 years? *

Yes

No

First Name *

Last Name *

What COUNTY do you live in? *

What is the Name of your School District? *

Email *

Phone *

Occupation *

Taxpayer's SSN *

What is Your Marital Status as of December 31st 2025? *

Date of birth *

Date of Death

Spouse First Name

Spouse Last Name

Spouse SSN

Spouse Phone Number

Spouse Email Address

Spouse Date of Birth

Do you currently have dependents? *

If so, how many dependents do you have?

Are you filing a business/self employed/ side job/cash job? *

Yes

No

Did you or your family have health insurance at any time in 2025 from the MARKETPLACE? HEALTHCARE.GOV *

Yes

No

Do you owe student loans, taxes, or any other entity that at might offset your refund? *

Yes

No

Dependent First Name

Dependent Last Name

Dependent Date of Birth

Dependent SSN

What is Dependent #1's Relationship to you (son, daughter, etc.)?

How many months did Dependent #1 live with you in 2025? (If all year, enter 12)

Dependent #2 First Name

Dependent #2 Last Name

Dependent #2 Date of Birth

Dependent #2 SSN

What is Dependent #2's Relationship to you (son, daughter, etc.)?

How many months did Dependent #2 live with you in 2025? (If all year, enter 12)

Dependent #3 First Name

Dependent #3 Last Name

Dependent #3 Date of Birth

Dependent #3 SSN

What is Dependent #3's Relationship to you (son, daughter, etc.)?

How many months did Dependent #3 live with you in 2025? (If all year, enter 12)

Are there any dependents in daycare? If yes, please upload the form you received from your daycare provider.

Yes

No

Name of Bank

Routing #

How would you like your refund? *

Paper Check Printed in Office

Prepaid debit Card

Direct Deposit

Would you like a refund advance loan?

What type of bank account do you have? *

Checking

Savings

I am the custodial parent for the dependent(s) for whom the tax credit(s) will be requested, and I released the dependency deduction to my former spouse for 2025 by signing Form 8332( release / Revocation of claim to exemption for Child by Custodial Parent). *

Yes

No

I certify that the child(ren) for whom the tax credit(s) will be requested can be claimed as my dependent(s), as per the information provided at the end this questionnaire. *

Yes

No

I or my child(ren) , have documentation to substantiate the credit(s) being claimed , such as form 1098-T , bills, statements, and receipts for college tuition,fees, books, and material cost (you are responsible for keeping this documentation and providing it to the IRS if you are audited or questioned). *

Yes

No

The child(ren) for whom the tax credit(s) will be requested has lived with me for the entire year of 2025. *

Yes

No

Was a child Tax Credit, Additional Child Tax Credit, or American Opportunity Credit claimed by you disallowed or reduced by the IRS on a past tax return? *

Yes

No

I am unmarried or separated, support a qualifying person as your dependent, and pay more than half the cost of maintaining your household. *

Yes

No

Are you on Section 8? *

Yes

No

Do you get Government Assistance? *

Yes

No

Does your yearly income exceed $17k/ year? *

Yes

No

Do You Pay For 50% or More for the Upkeeping of Your Home? *

Yes

No

Are you claiming your own dependents? *

Yes

No

If you selected No, please provide the reason you are claiming someone else dependent.

Do you understand that if you are not claiming your own dependent that you will need a Notarized document from the parents/ guardian that you have permission to claim the child and why.

Yes

No

Attestation and Disclaimer