How did you hear about us?
How did you hear about us?
Previous Client
Referral
Social Media
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If someone referred you, please type his or her name.
What is your marital status as of December
*
What is your marital status as of December
Single (Not Married)
Married living with Spouse
Married not living with spouse
Head Of Household
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Taxpayer's SSN
*
Taxpayer's First Name
*
Taxpayer's Last Name
*
Taxpayer's Date of birth
Taxpayer's Job Title
*
Taxpayer's Phone Number
*
Taxpayer's Email
*
I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.
Spouse Full Name
Spouse SSN
Spouse Date of Birth
Spouse Phone Number
Home Address
*
City
*
State
*
Postal code
*
Are you unmarried or considered unmarried on the last day of the tax year?
*
Are you unmarried or considered unmarried on the last day of the tax year?
Yes
No
Not Applicable
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Did you and your spouse live apart during the year?
*
Did you and your spouse live apart during the year?
Yes
No
Not Applicable
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If yes, did you live together at any time after June 30?
*
If yes, did you live together at any time after June 30?
Yes
No
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Does any of the following apply?
*
Does any of the following apply?
Deceased
Blind
Can Be Claimed As A Dependent
N/A
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Did you pay over half the expenses of maintaining your residence for the entire year?
*
Did you pay over half the expenses of maintaining your residence for the entire year?
Yes
No
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Upload a copy of your lease agreement or utility bill
Upload a copy of your lease agreement or utility bill
Did you support a child or family member for more than 6 months out of the year?
*
Did you support a child or family member for more than 6 months out of the year?
Yes
No
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If the dependent/dependents are someone other than your child, why are their parents/guardian not claiming them. Put N/A, if this does not apply to you.
How many dependents are you claiming?
*
How many dependents are you claiming?
0
1
2
3
4
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Dependent #1 Social Security Number
Dependent #1 Date Of Birth
Dependent #1 Full Name
Dependent #2 Full Name
Dependent #2 Social Security Number
Dependent #2 Date Of Birth
Dependent #3 Full Name
Dependent #3 Date Of Birth
Dependent #3 Social Security Number
Dependent #4 Full Name
Dependent #4 Date Of Birth
Dependent #4 Social Security Number
Did you have health insurance during the year?
*
Did you have health insurance during the year?
Yes
No
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Who was your insurance coverage through during the year?
*
Who was your insurance coverage through during the year?
The Market Place
Employer
Medicaid
Didn't Have Any
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Who was your Dependents insured with during the year?
Who was your Dependents insured with during the year?
Yes
No
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Upload Taxpayer & Dependent(s)Insurance Document
Upload Taxpayer & Dependent(s)Insurance Document
Received Marketplace Insurance Upload Your 1095-A
Received Marketplace Insurance Upload Your 1095-A
Have you ever been denied the Earned Tax Credit (EITC)?
Have you ever been denied the Earned Tax Credit (EITC)?
Yes
No
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Were you or any of your dependents in college during the year?
Were you or any of your dependents in college during the year?
Yes
No
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Do you have a 1098-T Form for either you or your dependents?
*
Do you have a 1098-T Form for either you or your dependents?
Yes
No
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Were you at least a part time student for at least five months during the tax year?
Were you at least a part time student for at least five months during the tax year?
Yes
No
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If over the age of 24 and you attended college, why did you reenroll?
If you have a 1098-T form and/or receipts for the qualifies tuition and related expenses, upload it here.
If you have a 1098-T form and/or receipts for the qualifies tuition and related expenses, upload it here.
Do you owe student loans, taxes, or other entity that might offset your refund?
Do you owe student loans, taxes, or other entity that might offset your refund?
Yes
No
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Did you received any Unemployment?
Did you received any Unemployment?
Yes
No
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Upload Your 1099-G (Unemployment Letter)
Upload Your 1099-G (Unemployment Letter)
Are you self employed?
Are you self employed?
Yes
No
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Did you operate in any sale of goods or services during the tax year that totaled over $400?
Did you operate in any sale of goods or services during the tax year that totaled over $400?
Yes
No
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If Yes, You Are Self Employed, Describe The Business.
Who is the business under (Yourself or Spouse)?
Name of your business
Address of your business
Business EIN (If Applicable)
Date Business Started
Please list your income and expenses for your business below. Use the Guide above for reference.
What documents do you have to support your business income and expenses, such as Bank statements, Profit & Loss, etc?
Upload supporting documents for business income and expenses.
Upload supporting documents for business income and expenses.
If you don't currently have the supporting documents, will you be able to produce them in case of a audit.
If you do not have any expenses, please explain why.
By signing below, I hereby certify the information given is true and accurate.
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Did you trade any Virtual Currency
*
Did you trade any Virtual Currency
Yes
No
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Are you trying to buy a new home within the next 2 years?
*
Are you trying to buy a new home within the next 2 years?
Yes
No
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How much was your refund last year?
*
How would you like to receive your tax refund?
Check (Only available for in office visits)
Direct Deposit
Debit Card
Which type of account would you like your refund deposited into?
Checking Account
Savings Account
Other
Name Of Your Bank
Routing Number
Bank Account Number
Are you requesting a Cash Advance
*
Yes
No
Undecided, Let's Discuss the Terms
Upload two PRIOR year tax returns, if you are a new customer.
Upload two PRIOR year tax returns, if you are a new customer.
CLIENT NON PAYMENT/OFFSET CLAUSE: Hope Financial Group LLC DBA DLP Legacy Taxes strive to assist all of our clients in their tax needs, however we understand that situations arise. If your refund is offset by the IRS, student loans, child support or your check is mailed, you are still obligated to pay our company the fees associated with filing your tax return. By signing this agreement you acknowledge that if payment is not made in full within 30 days legal actions will be sought to resolve payment. Taxpayer's Signature Below:
*
Clear
I am giving DLP Legacy Taxes permission to prepare all forms related to my tax return; to apply for and secure RAC's and RAL's on my behalf; and sign all necessary forms and file my taxes electronically. I take full responsibility for the accuracy of this form and understand that DLP Legacy Taxes and/or associated affiliates hold no responsibility for any misrepresentation or false claims. Taxpayer's Signature Below:
Clear
Spouse's Signature (If no spouse, leave blank)
Clear
Today's Date
Taxpayer's Driver's License
*
Taxpayer's Driver's License
Taxpayer's and Dependent(s ) Social Security Card(s)
*
Taxpayer's and Dependent(s ) Social Security Card(s)
Taxpayer's W-2/ 1099'S
*
Taxpayer's W-2/ 1099'S
Dependent(s) Birth Certificate(s)
Dependent(s) Birth Certificate(s)
Dependent(s) Proof of Residency (Lease/School/Doctor Records)
Dependent(s) Proof of Residency (Lease/School/Doctor Records)
Do You Have An IPPIN? If Yes, Enter The 6 Digit Number Here.