CLIENT INFORMATION

Your Tax Preparer

First Name *

Last Name *

Date Of Birth *

Social Security Number *

Occupation *

Address Line 1

Address Line 2

City

State

Zip Code

Phone *

Email *

Can another taxpayer claim you as a dependent on their tax return?

Will you be filing a tax return with your spouse?

Do you have any dependents other than your spouse you will be claiming on your taxes?

Did you, your spouse or any dependents attend college in 2023?

Did you receive health insurance through the Market Place?

Did you or your spouse receive unemployment benefits in 2023?

If you own your home, have you received form 1098 from your mortgage lender?

Are you self employed?

Do you have an IRS IP PIN?

Are you interested in the SAME DAY Advance up to $9,500 with bank approval?

Did you or your spouse make payments on your student loans in 2022?

Do you owe debt to any Government Agency; such as IRS, Student Loans, Child Support etc?

Did you receive the marketplace insurance?

Did you receive unemployment benefits in 2023?

What is your filing status?

Tax Refund Disbursement Method

What's the name of your bank?

What's the routing number?

What's your account number?

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