Step. 1 (Personal) (Tax Organizer)
*Returning Customers, please make sure to update all your information every year.

Please be advised you will still need to approve our estimate and approve all data entered before submission. Make sure to add all tax related forms and answer all questions.

Thank you for choosing Us.
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  • Personal Information:

  • Make sure the name entered here matches the Social Security Card.

    Asegúrese de que el nombre ingresado aquí coincida con la Tarjeta de Seguro Social. Muchas personas tienen dos apellidos!
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  • Write the name of the person who referred you for Discounts.
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  • Read (Carefully)

  • If you answer YES, to a Question (Upload) the Form mentioned below the Question.

  • You could be legally claimed in two different Tax Returns But We Must Inform The IRS To Avoid Unnecessary Delays and Rejection. NO (FORM) IS NEEDED)
  • Complete Question ONLY if You are (Legally) Married.

    Complete la Pregunta SOLAMENTE si está (Legalmente) Casado.

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  • Dependent's Information (Spouses are Not Dependents)

  • After your EITC was reduced or disallowed, You Must Filed Form (8862). Please Make sure to Inform your Tax Preparer.

    Después de que su EITC se haya reducido o rechazado, debe presentar el Formulario (8862). Asegúrese de informar a su preparador de impuestos.
  • 1. Dependent's Information:

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  • Example, Son, Daughter, Mother etc
  • 2. Dependent's Information:

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  • Example, Son, Daughter, Mother etc
  • 3. Dependent's Information:

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  • Example, Son, Daughter, Mother etc
  • PLEASE READ CAREFULLY.

    * If you have a qualifying dependent(s) who lived with you then please select Head Of Household, Unless you are Married*

  • If you are Separated and you Wish to File as Single or Head of Household you Must have a Divorce Agreement or Be already legally Divorced.
  • Health Care Questionnaire!

  • AvMed - Florida Blue - Celtic - Cigna - Molina - Oscar

  • IF YOU HAD INSURANCE COVERAGE THROUGH THE MARKET PLACE YOU MUST BRING FORM (1095-A). IF YOU FAILED TO DO SO YOUR TAX RETURNS WILL BE *(REJECTED).
  • You Should have received Form 1095-A by Mail, If the Form is Lost we can provide a Blank Form For You at the Office. You Must call (800)318-2596 to gather all information once you arrived.

    Debería haber recibido el formulario 1095-A por correo; si el formulario se pierde, podemos proporcionarle un formulario en blanco en la oficina. Debe llamar al (800)318-2596 para recopilar toda la información una vez que haya llegado.
  • Form 1095-A Link

    https://cromiami.com/forms/

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