Individual Taxes

Personal Information
We are required to ask for a copy of your unexpired photo identification. This may be uploaded to the portal with the rest of your information, faxed, or brought in to your appointment.
Name*
First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone*
Email
Date of Birth
MM slash DD slash YYYY
Social Security Number
What is your job title?
Are you a U.S. Citizen?
- Yes
- No
Photo ID
Drop files here or

Max. file size: 32 MB.
Are you married?
- Yes
- No
Which tax year do you need to file?
Which year(s) would you like us to file?

Dependent Information
Please be prepared to provide documentation to support your relationship to all children under the age of 17 and proof of their residence. If there is not enough room for your dependents, please provide in the space below. We will review all of this during the interview process.
Dependent #1
First Last
Date of Birth
MM slash DD slash YYYY
Social Security Number
Number of Months they lived with you in the year
Relationship to you
U.S. Citizen
- Yes
- No
Do you have another dependent?
- Yes
- No
SSN, Address, Birth Certificate
Drop files here or

Max. file size: 32 MB.

Dependent Information
Please be prepared to provide documentation to support your relationship to all children under the age of 17 and proof of their residence. If there is not enough room for your dependents, please provide in the space below. We will review all of this during the interview process.
Dependent #2
First Last
Date of Birth
MM slash DD slash YYYY
Social Security Number
Number of Months they lived with you in the year
Relationship to you
U.S. Citizen
- Yes
- No
Do you have another dependent?
- Yes
- No
SSN, Address, Birth Certificate
Drop files here or

Max. file size: 32 MB.

Dependent Information
Please be prepared to provide documentation to support your relationship to all children under the age of 17 and proof of their residence. If there is not enough room for your dependents, please provide in the space below. We will review all of this during the interview process.
Dependent #3
First Last
Date of Birth
MM slash DD slash YYYY
Social Security Number
Number of Months they lived with you in the year
Relationship to you
U.S. Citizen
- Yes
- No
Do you have another dependent?
- Yes
- No
SSN, Address, Birth Certificate
Drop files here or

Max. file size: 32 MB.

Dependent Information
Please be prepared to provide documentation to support your relationship to all children under the age of 17 and proof of their residence. If there is not enough room for your dependents, please provide in the space below. We will review all of this during the interview process.
Dependent #4
First Last
Date of Birth
MM slash DD slash YYYY
Social Security Number
Number of Months they lived with you in the year
Relationship to you
U.S. Citizen
- Yes
- No
Do you have another dependent?
- Yes
- No
SSN, Address, Birth Certificate
Drop files here or

Max. file size: 32 MB.

Dependent Information
Please be prepared to provide documentation to support your relationship to all children under the age of 17 and proof of their residence. If there is not enough room for your dependents, please provide in the space below. We will review all of this during the interview process.
Dependent #5
First Last
Date of Birth
MM slash DD slash YYYY
Social Security Number
Number of Months they lived with you in the year
Relationship to you
U.S. Citizen
- Yes
- No
Do you have another dependent?
- Yes
- No
SSN, Address, Birth Certificate
Drop files here or

Max. file size: 32 MB.
If you have more than dependents, please upload their information as well. We will be sure to have them added to your return.

Affordable Health Care Act (ACA)
Have you met the minimum essential coverage (MEC) for health insurance this year?
- Yes
- No
If not, do you believe that you qualify for an exemption?
- Yes
- No
Was every member of your family covered under the MES?
- Yes
- No
Did you purchase your health insurance through the Health Insurance Marketplace?
- Yes
- No
If you had Obamacare for any portion of the tax year, we will need your form 1095-A. If you do not provide this form, additional work will need to be performed, which will result in an additional fee. The IRS will not process your return without the 1095-A information.
1095-A, B, or C
Drop files here or

Max. file size: 32 MB.

IRS & Legal Matters
Please attach copies of any IRS or state notices that you may have received.
Do you have a balance due with the IRS or a State Taxing Authority?
- Yes
- No
Have you ever had an IRS audit?
- Yes
- No
Did you receive any notices from the IRS or state taxing authorities?
- Yes
- No
IRS Notices
Drop files here or

Max. file size: 32 MB.

Refund or Balance Due
For your convenience, if you are entitled to a refund, you have the option of having funds deposited directly into your bank account. Likewise, if you have a balance due, we can set the payments up for automatic draft,
If you are entitled to a refund, would you like direct deposit?
- Yes
- No
Type of Bank Account
- Checking
- Savings
What is your bank's routing number?
What is your account number?
If you owe a balance to the IRS, would you like us to set up an automatic payment for you?
- Yes
- No
Type of Bank Account
- Checking
- Savings
What is your bank's routing number?
What is your account number?
Voided Check
Max. file size: 32 MB.

Payment Options
Tax Preparation Deposit
Total
$0.00
How would you like to pay your tax preparation fee?
Certification
Your signature certifies that all information supplied on this organizer to the best of your knowledge is true, correct, and complete.
Signature*