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2019 Tax Time! Complete For Tax Estimate.
*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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OFFICIAL USE ONLY: CLIENTS DO NOT COMPLETE THIS QUESTION.
Tax Return Status
Write the name of the person who referred you for Discounts.
How Did you Hear About Us
Como Escucho de Nosotros
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I'm a Returning Client
Facebook Lives and Ads
Google or Other Search Engine
Referred by
Write the name of the person who referred you for Discounts.
Can you be Claim as a Dependent in Another Tax Return? For Example: Your parents claim you as a dependent.
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Yes
No
If Yes. Explain Here
You could be legally claimed in two different Tax Returns But We Must Inform The IRS To Avoid Unnecessary Delays and Rejection.
Full Name
Nombre Completo
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First
MI
Last
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!
Social Security Number
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Confirm SSN
Date of Birth. Fecha de Nacimiento.
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MM
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DD
/
YYYY
Occupation.
Email
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Home/Cell Phone Number
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Home/Cell Phone Number
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Please select the type of Identification you will use to be able to submit your Tax Return.
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State I.D.
Driver's License
U.S. Passport
Foreign Passport
Resident Alien Card
Matricula Consular
For the type of Identification you selected above please fill out the corresponding information.
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ID #
State or Country
Date of Issuance
Date of Expiration
Home Address
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Street Address
City
State / Province / Region
Postal / Zip Code
Complete Question ONLY if You are Legally Married.
Complete la Pregunta SOLAMENTE si está Legalmente Casado.
Spouse's Full Name
First
Last
Spouse's Social Security Number
Spouse's Date of Birth
MM
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DD
/
YYYY
Spouse's Home/Cell Phone Number
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Spouse's Occupation
Dependent's Information (Spouses are Not Dependents)
Has the IRS disallowed or denied EITC (Earned Income Tax Credit) This Credit is Commonly used for Tax Payer with Qualifying dependents.
¿El IRS ha rechazado o denegado el EITC (Crédito Tributario por Ingreso del Trabajo)? Este crédito se usa comúnmente para el contribuyente con dependientes calificados.
*
Yes
No
If Yes. Explain Here
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.
Dependent #1 Full Name
First
MI
Last
Social Security Number
Date of Birth
MM
/
DD
/
YYYY
Relatioship
Example, Son, Daughter, Mother etc
Birth Certificate For Dependent #1
Foreign Certificates Must Be Translated and Notarized.
Los Certificados Extranjeros deben ser Traducidos y Notariados.
Dependent #2 Full Name
First
MI
Last
Social Security Number
Date of Birth
MM
/
DD
/
YYYY
Relatioship
Example, Son, Daughter, Mother etc
Birth Certificate For Dependent #2
Foreign Certificates Must Be Translated and Notarized.
Los Certificados Extranjeros deben ser Traducidos y Notariados.
Dependent #3 Full Name
First
MI
Last
Social Security Number
Date of Birth
MM
/
DD
/
YYYY
Relatioship
Example, Son, Daughter, Mother etc
Birth Certificate For Dependent #3
Foreign Certificates Must Be Translated and Notarized.
Los Certificados Extranjeros deben ser Traducidos y Notariados.
Please add any additional dependents here.
PLEASE READ CAREFULLY.
* If you have a qualifying dependent(s) who lived with you then please select Head Of Household, Unless you are Married*
Filing Status
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Single
Married Filing Joint Return (Even if only one had income)
Married Filing Separate Return
Head Of HouseHold
Qualifying Widow(er) with dependent child
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!
Was you health insurance obtained through a Marketplace? (ObamaCare)
¿Obtuvo su seguro de salud a través de un mercado? (ObamaCare)
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Yes
No
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 DELAYED.
If the previous answer is yes, and you were covered with Health Care Insurance through the Market Place (Obama Care). Please upload the form 1095-A Here.
Si la respuesta anterior es sí y estaba cubierto con un seguro médico a través de Market Place (Obama Care). Por favor, cargue el formulario 1095-A aquí
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.
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