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Home
We
Services
Forms
Tax Return
Annual Renewal
Form for Creating a Company in the USA
Contact
Tax Return Form
Today's Date | Today's Date
Filing Year | Fiscal Year
2022
2023
2024
2025
Full Name
Marital Status | Marital Status
Single
Married person declaring jointly
Married but declaring separated
Head of Household
Widower
IP PIN - PROTECTION PIN (IRS SENT YOU)
Birthdate | Date of Birth
Social Security 000-00-000
Social Security (please add)
Address (Street, Apt/Unit/Suite, City, State, Zip Code)
Occupation
Phone
Telephone Provider
Email
Gender
Feminine
Male
Do not reply
Driver's License #
Date of Issue
Expiration Date
Driver's License # (please add)
YOU HAD HEALTH COVERAGE THROUGH OBAMACARE DURING 2024
Yes
No
Form 1095A (please add) HEALTH INSURANCE THROUGH OBAMACARE DURING 2024
During 2024, you worked as...
Employee with W2
Services with 1099
Self-Employment
I have an LLC / C Corp / S Corp
W2 Form | Please add
1099 Form | Please add
1099-G Form | Please add
Did you receive unemployment benefits during 2024?
Yes
No
SPOUSE INFORMATION
DATE OF BIRTH OF SPOUSE
SPOUSE'S GENDER
Feminine
Male
Do not reply
SPOUSE'S CELL PHONE
EMAIL SPOUSE
SPOUSE IP PIN - PROTECTION PIN (IRS SENT YOU)
OCCUPATION SPOUSE
LIC. OR IDENTIFICATION OF SPOUSE
LIC. OR IDENTIFICATION OF SPOUSE
Date of Issue
Expiration Date
WIFE/HUSBAND
WIFE/HUSBAND
Did your spouse receive unemployment benefits during 2024?
Yes
No
During 2024, your spouse worked as...
Employee with W2
Services with 1099
Self-Employment
W2 Form | Please add
1099 Form | Please add
1099-G Form | Please add
Your spouse had health coverage through Obamacare during 2024.
Yes
No
1095A FORM
Clerk #1
SS Dependent #1
Date of Birth #1
Clerk #2
SS Dependent #2
Date of Birth #2
Clerk #3
SS Dependent #3
Date of Birth #3
Salesperson #4
SS Dependent #4
Date of Birth #4
Were your children in daycare during 2024?
Yes
No
Proof of Child Care
SCHOOL EVIDENCE
Were your dependents covered by Obamacare during 2024?
Yes
No
1095A FORM
Did you receive, sell, buy, or exchange cryptocurrencies?
Yes
No
PLEASE ADD ANY OTHER DOCUMENTS FOR TAX PURPOSES
PLEASE ATTACH YOUR LATEST TAX RETURN (Applies to new customers only)
BANK NAME
ACCOUNT TYPE
CHECKING
SAVINGS
NONE/NONE
ROUTING NUMBER
ACCOUNT NUMBER:/ACCOUNT NUMBER
REFERRAL:
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