Taxpayer Information
First Name
*
Last Name
*
Date of birth
*
Address
Street Address
City
State
Country
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Postal Code
Phone
*
Email
*
Occupation
*
Have you previously received an IRS Identity Protection PIN (IP PIN)?
Yes
No
Please enter your IRS Identity Protection PIN (IP PIN) below. Your tax return may be rejected if the IP PIN is not provided.
Can you be claimed as a dependent on someone else’s tax return?
*
Yes
No
Do you have dependent(s)?
Yes
No
How many dependent(s) do you have?
Social Security Number
*
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Are you a new or existing Client?
*
Yes
No
Did you file a 2024 Tax Return?
*
Yes
No
Do you have a copy of your prior year tax return?
*
Yes
No
Please upload the copy of your prior year tax return?
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PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
Marital Status
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Spouse's Full Name
Spouse Date of Birth
Spouse Social Security Number
Spouse Email Address
Was your spouse issued an identity Protection PIN (IP PIN) by the IRS?
Yes
No
Please enter your spouse’s IRS Identity Protection PIN (IP PIN) below. Your tax return may be rejected if it is not provided.