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To get started on your tax preparation, please enter the following information:

Full Legal Name

Photo of Valid ID

Occupation

Social Security Number

Photo of Social Security Card

2 photos Front and Back

Current Address

County

Phone

USA 1- (Number)

All tax documents/ forms

W-2, 1099, Etc.

Marketplace Insurance Form 1095-A

If applicable

Direct Deposit Details

Bank Name

Routing Number

Account Number

Vehicle Information

Vehicle 1

Make:

Model:

Vehicle 2

Make:

Model:

Dependent Information:

Dependent 1

Full Name

Social Security Number

Date

Month

Day

Year

Dependent 2

Full Name

Social Security Number

Date

Month

Day

Year

Dependent 3

Full Name

Social Security Number

Date

Month

Day

Year

Dependent 4

Full Name

Social Security Number

Date

Month

Day

Year

Dependent 5

Full Name

Social Security Number

Date

Month

Day

Year