Thank You for Choosing Our Tax Expert Team

Thank you for trusting us with your tax and financial needs. You’ve successfully taken the first step toward stress-free tax planning and compliance. Our team is now reviewing your submission to match you with the right tax specialist for your situation.

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Taxpayer Information

First Name *

Last Name *

Email *

Phone *

Street Address *

City *

State *

Postal Code *

Date Of Birth

Social Security Number *

Upload a picture of your Driver's License (front and back) *

Filing Status

Spouse Information

Spouse First Name *

Spouse Last Name *

Spouse Phone Number *

Spouse Email *

Spouse Date of Birth *

Spouse Social Security Number *

Did your spouse have income? *

Spouse Sources of Income

Did your spouse receive a 1099NEC or 1099 MISC? (Self Employed/Contractor work) *

Please upload all of the tax documents containing your spouse's sources of income *

Dependent Information

Are you claiming dependents, and if yes, how many? *

Dependent Name *

Dependent Date of Birth *

Dependent's social security number *

What is your relationship to your dependent? *

Upload your dependent's social security card *

Dependent #2 Name

Dependent #2 Date of Birth

Dependent #2 social security number

What is your relationship to dependent #2

Dependent #3 Name

Dependent #3 Date of Birth

Dependent #3 Social securty number

What is your relationship to dependent #3

Dependent #4 Name

Dependent #4 Date of Birth

Dependent #4 Social securty number

What is your relationship to dependent #4

Upload the social security cards for all dependents *

Sources of Income

Please upload all of the tax documents containing your sources of income *

Did you receive a 1099NEC or 1099 MISC? (Self Employed/Contractor work) *

Self Employment/Contractor Income

Did you keep records of your receipts? *

Investments

Did you sell any crypto/virtual currency? *

Did you sell any stocks or investments/pull money out of a mutual fund? (Form 1099-B) *

Did you (or your spouse) contribute to an IRA (Select all that apply) *

Employer Sponsored

Roth (Outside of employer)

Traditional (Outside of employer)

None of the above

Expenses and Deductions

Upload the tax documents associated with deductions *

Other Less Common Events

Did any member of the household receive an Identity Protection PIN from the IRS? *

Yes

No

Please provide a copy of the Identity Protection PIN letter received from the IRS *

Healthcare Coverage

Did you have health insurance last year? *

Yes

No

Did you purchase it through the marketplace? *

Yes

No

IRS will reject an e-filed income tax return if you or a member of your household were covered by a health insurance plan via the Health Insurance Marketplace Exchange (i.e. Affordable Care Act aka Obamacare) and you do not provide Form 1095-A.
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If you submitted an application for coverage through your State's Health Insurance Marketplace Exchange at any point during 2023 , you must obtain a copy of your Form 1095-A.
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If you fail to provide this form your return will be considered incomplete and cannot be e-filed.

Please provide a copy of Form 1095-A *

Direct Deposit

In the event you're due a refund, do you prefer direct deposit? (recommended) *

Please list the financial institution (bank name) *

Routing Number *

Bank Account Number *

Confirm Your Submission

is Complete

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If we require any additional information we will contact you.

1190 Mount Aetna Rd., Suite 204, Hagerstown, MD 21740

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