TAXPAYER INFORMATION
Best phone number to reach you about your tax return.
We will use this email to send communications and a copy of your completed return.
Enter SSN with or without dashes. This is required for tax filing.
Provide the IP PIN only if you answered 'Yes' to the question above.
SPOUSE INFORMATION
Enter SSN with or without dashes.
Provide the IP PIN only if you answered 'Yes' above.
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DEPENDENTS
Please complete the information below for each dependent you plan to claim on your tax return.
TAX RELATED QUESTIONS
BANK ACCOUNT INFORMATION (for direct deposit / payment)
9-digit routing number for ACH transfers.
Re-enter the routing number to confirm it matches the Routing Number above.
Account number for direct deposit or electronic payment.
Re-enter the account number to confirm it matches the Account Number above.
DOCUMENTS (upload required identification and supporting documents)
Upload a clear copy of the taxpayer's government-issued ID. Maximum file size per file: 10 MB. You may upload multiple files if necessary.
Upload a clear copy of the spouse's government-issued ID if spouse is on the return.
Upload SSN cards for taxpayer, spouse, and dependents. If you have multiple cards, upload multiple files.
Upload all employment-related documents necessary to prepare the return. Upload each document as a separate file if possible.
Upload any additional documents relevant to your tax return (e.g., 1098, mortgage statements, charity receipts).
AUTHORIZATION AND CONSENT
Disclosure and Consent
I confirm that all information I entered here is accurate and true. I allow you to capture my sensitive data such as personal ID, government ID, Social Security Number, and other information necessary to prepare my tax return. I have read the terms and conditions and privacy policy. By signing below, I acknowledge that I have read and understood my responsibilities and your responsibilities in preparing this tax return.