Tax Payer Info

    Personal information
    First Name *
    Last Name *
    Social Security # / ITIN *
    Social Security # / ITIN
    D.O.B. *
    Driver License/State ID *
    Driver License/State ID
    DL/ID State *
    DL/ID Issue Date *
    DL/ID Exp Date *
    IRS ID Protection PIN *
    IRS ID Protection PIN
    US Status
    Country of citizenship *
    Visa Type / Immigration Status *
    Foreign passport number you entered the US with *
    Do you have a Valid Work Authorization (not expired on the tax return due date)?
    Country of citizenship *
    Address
    Address *
    Apt
    City/Town *
    State *
    Zip Code *
    Contact information
    Email *
    Phone *
    Filing Status
    Spouse's personal information
    Spouse's First Name *
    Spouse's Last Name *
    Spouse’s Social Security # / ITIN *
    Spouse’s Social Security # / ITIN
    Spouse’s D.O.B. *
    Spouse’s Driver License / State ID *
    Spouse’s Driver License / State ID
    Spouse’s DL/ID State *
    Spouse’s DL/ID Issue Date *
    Spouse’s DL/ID Exp Date *
    Spouse’s IRS ID Protection PIN *
    Spouse’s IRS ID Protection PIN
    Spouse’s US Status
    Country of citizenship *
    Country of citizenship *
    Visa Type / Immigration Status *
    Foreign passport number you entered the US with *
    Does your spouse have a Valid Work Authorization (not expired on the tax return due date)?
    Spouse’s address
    Spouse’s Address *
    Spouse’s Apt
    City/Town *
    State *
    Zip Code *
    Spouse’s contact information
    Spouse’s Email *
    Spouse’s Phone *
    Spouse's Date of Death *
    Social Security # / ITIN *
    Social Security # / ITIN
    Spouse’s D.O.B. *
    How many dependents are you claiming on your tax return? *
    Dependent 1 Information
    Dependent 1 First Name *
    Dependent 1 Last Name *
    Dependent 1 D.O.B. *
    Dependent 1 status
    Dependent status
    Visa Type *
    Dependent 1 Social Security # / ITIN *
    Dependent 1 Social Security # / ITIN
    Is SSN valid for employment?
    Does Dependent 1 have a Valid Work Authorization (not expired on the tax return due date)?
    Relationship
    College
    Child Care (including summer camp)
    Dependent 2 Information
    Dependent 2 First Name *
    Dependent 2 Last Name *
    Dependent 2 D.O.B. *
    Dependent 2 status
    Dependent status
    Visa Type *
    Dependent 2 Social Security # / ITIN *
    Dependent 2 Social Security # / ITIN
    Is SSN valid for employment?
    Does Dependent 2 have a Valid Work Authorization (not expired on the tax return due date)?
    Relationship
    College
    Child Care (including summer camp)
    Dependent 3 Information
    Dependent 3 First Name *
    Dependent 3 Last Name *
    Dependent 3 D.O.B. *
    Dependent 3 status
    Dependent status
    Visa Type *
    Dependent 3 Social Security # / ITIN *
    Dependent 3 Social Security # / ITIN
    Is SSN valid for employment?
    Does Dependent 3 have a Valid Work Authorization (not expired on the tax return due date)?
    Relationship
    College
    Child Care (including summer camp)
    Dependent 4 Information
    Dependent 4 First Name *
    Dependent 4 Last Name *
    Dependent 4 D.O.B. *
    Dependent 4 status
    Dependent status
    Visa Type *
    Dependent 4 Social Security # / ITIN *
    Dependent 4 Social Security # / ITIN
    Is SSN valid for employment?
    Does Dependent 4 have a Valid Work Authorization (not expired on the tax return due date)?
    Relationship
    College
    Child Care (including summer camp)
    Dependent 5 Information
    Dependent 5 First Name *
    Dependent 5 Last Name *
    Dependent 5 D.O.B. *
    Dependent 5 status
    Dependent status
    Visa Type *
    Dependent 5 Social Security # / ITIN *
    Dependent 5 Social Security # / ITIN
    Is SSN valid for employment?
    Does Dependent 5 have a Valid Work Authorization (not expired on the tax return due date)?
    Relationship
    College
    Child Care (including summer camp)
    Other information
    At any time during the year did you have a financial interest in or signature authority over at least one account located outside the US? *
    (This includes foreign bank accounts, foreign investment accounts, foreign retirement/pension accounts, foreign assets/stocks, etc.)
    If yes, did the combined balance of all the foreign accounts you own is more than $10’000 at any point during the year? *
    At any time during the year did you receive or sell any digital assets (cryptocurrency)? *
    Do you have an interest/ownership in any foreign company? *
    Do you have an ownership in any US business entity (sole-proprietorship, LLC, S-Corp, C-Corp)? *
    Are you a truck driver? *
    Did you and all members of your tax household have a health coverage for the year? *
    If yes, did you buy a health insurance on Marketplace? *
    Did you change the State of residency during the tax year? *
    Did you pay estimated taxes for the tax year? *
    Payment Date
    Amount
    Payment Date
    Amount
    Payment Date
    Amount
    Payment Date
    Amount
    Provide your bank information to pay taxes or get a refund electronically:
    Routing Number *
    Account Number *
    Notes
    Notes, if any:
    Tax Documents to upload
    Upload your tax documents to our secure portal below. Please make sure to include a copy of your and your spouse (if applicable) drivers license and your, your spouse and dependents (if applicable) Social Security Card.
    Taxpayer Signature *
    Date *
    Spouse’s Signature *
    Date *

    Tax Form Reference Guide

    Income/ Deduction Tax Form
    Wages Form W-2
    Interest Form 1099‐INT
    Dividends Form 1099‐DIV
    State or Local Tax Refunds Form 1099‐G
    Sale of Stocks, Securities, Capital Assets Form 1099‐B
    Miscellaneous Income Form 1099‐MISC, 1099-NEC
    Retirement/Pension Distributions Form 1099‐R
    Pass-through income (LLC’s, S Corp., Partnership, Trust, Estate) Schedule K‐1
    Unemployment Compensation Form 1099‐G
    Social Security Income Form SSA‐1099
    Mortgage Interest Form 1098
    Health Savings Account (HSA or MSA) Forms 1099‐SA and 5498‐SA
    Healthcare Coverage or Insurance Forms 1095‐A
    Student Loan Interest Form 1098‐E
    Tuition Form 1098‐T