Where did you hear about us?

Are you a previous client from last year? *

Yes

Are applying for PreFund Advance today?

Yes

Full Name *

Phone *

Email *

Date of birth *

Social Security Number

Address *

Apartment #

City *

State *

Postal code *

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

Upload DL or ID

Utility Bill

SS Card

W2 or 1099 *

Do you have a 1099 in addition to your W2? *

Yes

Upload your 1099

Were you Self-Employed Last Year? *

Yes

What is your Occupation?

Do you have a spouse that will FILE their TAXES with us as well? *

Yes

Spouse's Name

Spouse Phone Number

Spouse Email

Spouses DOB

Spouse's Social Security Number

Self Employed? *

Yes

Spouses Occupation

Do you have any dependents? *

YES

Is the dependent my *

Please provide a explanation or where abouts of the dependent's BIOLOGICAL PARENTS

Please Provide Documentation for ALL dependents

such as School documents, Birth Certificate providing relationship, Social Service Records, Medical Records, Adoption Papers, Guardianship, CPS Custody Case, Foster Parent etc.,Please provide documentation for all defendants claim

For Due Diligence (ask Preparer to see list)

If requested in writing from IRS, you may have to provide some proof to the IRS that is dependent dependent has lived with you for at least six months of the year that you are claiming them

Are you the provider for them doing the tax year 2023?

Yes

Do you have permission to blame this person as a dependent, and no one else is claiming them? *

Yes

#1 Dependent Name

#1 Dependent DOB

#1 Dependent Relationship to you

#1 Dependent Social Security Card

Are you Filing with 2 Dependents *

Yes

#2 Dependent Name

#2 Dependent DOB

#2 Dependent Relationship to you

#2 Dependent Social Security Card

Are you filing with 3 Dependents? *

Yes

#3 Dependent Name

#3 Dependent DOB

#3 Dependent Relationship to you

#3 Dependent Social Security Card

Are you filing with 4 Dependents? *

Yes

#4 Dependent Name

#4 Dependent D.O.B.

#4 Dependent Relationship to you

#4 Dependent Social Security Card

Are you filing with 5 Dependents? *

Yes

#5 Dependent Name

#5 Dependent D.O.B.

#5 Dependent Relationship to you

#5 Dependent Social Security Card

Did you receive any UNEMPLOYMENT benefits for this year? *

Yes

Provide 1099-G FORM

Did you have HEALTH MARKET INSURANCE last year and received an 1095-A FORM? *

Yes

You can not E-File without this form if you had Insurance coverage

Provide 1095-A FORM

Were you enrolled in College or an Institute? *

Yes

If so, what is the name and address that you attended?

For tax year 20__?

Tuition amount paid out of pocket

Amount of Loans Used

Amount paid for books

Amount paid Computers

Amount paid for Misc Supplies/Equipments

Grad Students only🎓

Bank Name (Direct Deposit)

Bank Routing #

Bank Account #

Name of Business

What type of business of service?

EIN - Employment Identification Number

- Name of Business

- What type of business of service?

- EIN - Employment Identification Number

Whats the Total Income received in 2023

Adverting cost

Repairs/Maintenance Cost?

Paid to employees

Office Expenses

Misc. Supply Costs

Travel Expenses

Utility Fees

Office Rent

Business Meals Costs

Legal/Professional Fees

Cell Phone (business Related ONLY)

Tax/Licenses Fees

Other Expenses and Cost

Total Business Related Miles

How did you Calculate the annual Income?

I understand that it is solely my responsibility to keep adequate records for my business for income, IRS records, and personal records for my TAX RETURN and all information given is accurate and true to the BEST of my ability

Self Employed Signature

Clear

- Whats the Total Income received in 2023

- Adverting cost

- Repairs/Maintenance Cost?

- Paid to employees

- Office Expenses

- Misc. Supply Costs

- Travel Expenses

- Utility Fees

- Office Rent

- Business Meals Costs

- Legal/Professional Fees

- Cell Phone (business Related ONLY)

- Tax/Licenses Fees

- Other Expenses and Cost

- Self Employed Signature

Clear

Are you a homeowner?

Yes

Upload 1098 Mortage Interest Statement

Did you receive a retirement check?

Yes

Upload 1099-R Form

Did you trade stock or cryptocurrency?

Yes

1099 B Proceeds from Broker & Barter Exchange Transactions

Signature If you are in agreement and answered all questions to the best of your ability

Clear