Tax Preparation Services

Please Select "Yes" to consent to the use of the information provided in this form to prepare an estimate and subsequently file your tax return.

Yes

First name

Last name

Middle name (if you have one)

Has your name changed since your last tax return? (If yes, please state your name as it appears on the prior year's tax return)

Your date of birth

Month

Day

Year

Your phone number

Your email address

Mailing address (including city, state, and zip)

What county do you live in?

Has your address changed since your last tax return? (If yes, please state your full address as it appears on the prior year's tax return, including city, state, and zip)

Please upload a copy of your License, State ID, or Passport

Please upload a copy of your social security card or birth certificate

Do you need to apply for an Identifier Tax ID Number (ITIN)? (If you have a Social Security Number, then the answer is "no")

Yes

What is your US Citizenship Status?

US Citizen

Resident Alien

Non-Resident Alien

What is your Occupation?

Spouse First & Last Name (if applicable)

Has your spouse's name changed since your last tax return? (If yes, please state their full name as it appears on the prior year's tax return)

Spouse date of birth (if applicable)

Month

Day

Year

Spouse email address (if applicable)

If you have a spouse, please upload a copy of his/her License, State ID, or Passport

If you have a spouse, please upload a copy of his/her social security card or birth certificate

Spouse Occupation (if applicable)

Have you or your spouse ever been issued an IRS Protection PIN?

If you or your spouse received an IRS Protection PIN, please upload CP01A here.

Do you Have any Dependents under 17 Years Old? If yes, please list their names, social security numbers and their DOB.

(Social Security Cards, School records or birth certificate will be required)

Do you Have any Other Dependents (for example, relatives not under 17 years old, including adult children or elderly parents for whom you provide more than 50% of their support for the year)? If yes, please list their relation, name, DOB, and SSN.

(Social Security Cards, School records or birth certificate will be required)

If you answered yes to the question above, can your dependents be claimed by any other taxpayer?

If you answered yes to the question above, how much did you spend in daycare/childcare last year for your dependents under 13 years old?

If you paid for daycare/childcare last year, you will be asked for the EIN Number associated with the daycare facility or the full name and SSN of any individual daycare provider (like a nanny or babysitter).

If you answered yes to the question above, did your dependents generate any income last year? If yes, income documents (W2; 1099; etc.) will be required.

Yes

Did you or your spouse receive one or more W2's last year? If yes, please upload at the link below.

Yes

If you, your spouse, or your dependent received one or more W2's for last year, please upload here.

Did you or your spouse receive one or more 1099's last year? If yes, please upload at the link below.

Yes

Did you or your spouse have unemployment income last year? If yes, you will be required to upload a 1099G.

Yes

Did you or your spouse have profits or losses from investments or trading (including crypto) last year? If yes, you will be required to upload a 1099B.

Yes

Did you or your spouse have distributions from annuities, profit-sharing plans, retirement plans, IRA's insurance contracts, or pensions? If yes, you will be required to upload a 1099R.

Yes

Did you or your spouse have social security income last year? If yes, you will be required to upload a 1099-SSA.

Yes

Business Income will be Covered Below. Did you Receive Any Other Income, such as an Inheritance? Documentation will be Required.

Yes

If you, your spouse, or your dependents received one or more 1099's for last year, please upload here.

Besides 1099-NEC or 1099-MISC forms, you may have received: - 1099-G if you received unemployment income

- 1099-B if you had profit/loss from investing/trading

- 1099-SSA if you had social security income

- 1099-R if you had distributions from annuities, profit-sharing plans, retirement plans, IRAs, insurance contracts, or pensions

Do you own your home? If yes, 1098 Mortgage Interest Statement will be required.

Yes

If you answered yes to the question above, did you make any energy efficient home improvements to your home last year? If yes, receipts or invoices showing the amount and items purchased will be required.

Yes

If you answered yes to the question above, have you received a First Time Homebuyer Credit? If yes, those details will be required, which you can look up on irs.gov (see link below).

Yes

IRS First-Time Homebyuer Credit Account look-up: https://www.irs.gov/credits-deductions/individuals/first-time-homebuyer-credit-account-look-up

Did you Purchase Healthcare for Yourself or a Family Member from the Marketplace (healthcare.gov)? If yes, 1095-A will be required.

Yes

Did you Spend Money on Tuition or Associated College/University Costs for yourself, your spouse, or your dependent(s)? If yes, a 1098-T will be Required.

Yes

If you or your spouse received any other income tax documents for last year, please upload here.

You may have received: - 1095-A if you had healthcare through healthcare.gov

- 1098 if you paid mortgage interest

- 1098-T if you paid school tuition

Did you Contribute to a Retirement Account like a 401K? If it is not on your W-2, a statement of your retirement contributions will be required.

Yes

Did you have any uninsured property losses through casualty (natural disaster or a sudden, unexpected, or unusual event) or theft?

Yes

Please upload any other supporting documents here:

To aid in your estimate, please upload all that apply: -Prior year tax return

-Supporting documents for large expenses (mortgage loan closing; auto-loan closing; large medical or dental expense receipts; uninsured property losses, etc)

-Supporting documents for Dependents (daycare statements; children's medical expenses; etc.)

Have any of the following credits been disallowed by the IRS before?

Are you legally blind?

Yes

Are you legally disabled?

Yes

Can you be claimed as a dependent on another taxpayer's taxes?

Yes

Will you need to file multiple years of taxes (not just last year but prior years before that)?

Yes

If you answered yes, please list which years you'll need to file:

If you have a business, please select which Business Structure applies. If not, please select "None of the Above" and stop here. You may scroll to the bottom of the page and submit the questionnaire.

Business name

Business phone number

Business Address ("Principal Place of Business") including city, state, and zip.

Employer Identification Number (EIN)

Business industry

Brief Description of Business

Please list any other owners, members or shareholders in your business?

How many employees (W2) or contractors (1099) does your business have?

The IRS requires you to file a 1099 for anyone to whom you paid more than $600 within a fiscal year, even if they were not an official employee.

Does your business have any rental income?

Yes

If yes, income and expenses will be required.

Did your business purchase or sell any real estate last year?

Yes

If yes, closing documents reflecting the purchase and sale price will be required.

Does your business have a vehicle that is used at least 50% for business purposes? If yes, please provide the year, make and model of the vehicle AND THE DATE THE VEHICLE WAS PLACED IN SERVICE.

The date the vehicle was placed in service can be either the date it was purchased or the date you started to use the vehicle for business purposes.

Please upload your Profit & Loss Statement(s) or Business Expense Tracker here. Please also upload any supporting documents, receipts, and invoices to support your expenses.

You may upload up to 10 files here.

Check a box below to indicate which bookkeeping services are required:

P&L + Reconciling transactions for the prior year (up to 500 transactions)$299

P&L + Reconciling transactions for the prior year (up to 1,000 transactions)$399

P&L + Reconciling transactions for the prior year (1,000+ transactions)$499

Schedule K-1 (needed for S-Corp's and partnerships)$199

Balance Sheet$299

Payroll Setup$299

W-2 for employees (per W-2)$49

1099-NEC for contractors (per 1099-NEC)$49

Reconciling transactions includes categorizing all transactions as business expenses and generating a profit and loss statement to be used in your FREE tax estimate. Payroll setup includes state ID number, unemployment ID number, and access to employee benefits (HR, retirement, health insurance, etc.) powered by your choice of payroll companies: ADP or Gusto.

Check a box below to indicate which business services are required:

EIN$99

Business Formation (LLC + EIN)$199

Business Amendment$199

Business Reinstatement$199

Business Formation includes state registration (Articles of Organization or Incorporation) and IRS registration (EIN Confirmation). Business Amendment includes changing the name, address, or business information associated with your state. Business reinstatement includes the reinstatement to "ACTIVE" status of your business entity with your state. All state filing fees are separate, a credit card authorization form will be sent to you to collect payment information for the state.

Click Here to Add Reporting

Annual Report$99

Beneficial Ownership Information Report$199

An annual or biannual report for an LLC is a document that businesses are required to file with the state to provide updated information about the LLC’s operations. State-specific information is available here: https://www.llcuniversity.com/llc-annual-fees-by-state/ All state filing fees are separate. Beneficial Ownership Information (BOI) Reporting is a new mandatory reporting requirement administered by the Federal Government's FinCEN.

Click here to elect to be treated as an "S-Corp" or S Corporation by the IRS.

S-Corp Election$199

If your business is an LLC, you may elect to be treated as an "S-Corp" or S Corporation by the IRS. Shareholders of S corporations report the flow-through of income and losses on their personal tax returns and are assessed tax at their individual income tax rates. This allows S corporations to avoid double taxation on the corporate income. This filing must be made 3.5 months after formation or before March 15th each year.