Client Intake

  • Caroline Delarosa
  • Chasite Epps
  • Christa Cousar
  • Corry Jett
  • Daneaa Thompson
  • Deaundra Allen
  • Deyetta Hawkins
  • Eula Williams
  • Fayqwana Andrew
  • Felicity Burns
  • Jacuetta Richardson
  • Janay Wilson
  • Jasmine Johnson
  • Jennifer Barnes
  • Joy Guillory
  • Joyce Harris
  • Kier Ayers
  • Lacquia Milhouse
  • Lakeesha Williams
  • Lamar Stevens
  • Natalya lomax-Geer
  • Nikkia Boseman
  • Raeawna Johnson
  • Rashana Nicole Veal
  • Roberta Nimmons
  • Samone Bell
  • Shannon Harris
  • Shervette Washington
  • Shirelle Lewis
  • Sierra Pugh
  • Teneshelia Buckner
  • Wyicobia Mcgill
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Taxpayer Information

Address

Mobile/Home Phone/Email

Filing Status
  • Single
  • Head of Household
  • Married Filing Joint
  • Married Filing Separately
  • Qualified Widower
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  • Single
  • Head of Household
  • Married Filing Joint
  • Married Filing Separately
  • Widowed
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*Please take a clear picture of it on a dark background. Please do not hold the ID, place it flat on a table or book.*

Spouse Information

Questionnaire

*Answering these questions will toggle specific forms for your tax situation to keep you from answering irrelevant information and to save time and give you a more accurate quote*

Do you currently have dependents?
  • Yes
  • No
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Would you like to apply for a refund advance?
  • Yes
  • No
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Income

Deductions & Credits

Refund Selection

Dependent Information

Dependent #2

Dependent #3

Refund Selection

Due Diligence Questionnaire

If you will be claiming an Earned Income Credit, Child Tax Credit, Additional Child Tax Credit, HOH, and/ or an American Opportunity Credit on your 2023 tax return, you must complete this questionnaire. 

The United States Congress have, as a reaction to the substantial tax fraud resulting from their original error of choosing to distribute federal social welfare program benefits via the tax return, placed new excessive inappropriate "due diligence" requirement on paid tax return preparers whose client are claiming certain tax credits. This added to the excessive and inappropriate requirements previously implemented by the Internal Revenue Service, the IRS has forced tax preparers to question and verify that their clients qualify to receive certain credits i.e. EIC, CTC, ACTC, and now HOH. 

Attestation and Disclaimer

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