Thanks for checking out my corner of the internet where we do this really great thing..

Our objective is to deliver exceptional tax services to our local community. We are committed to upholding four fundamental principles; honesty, integrity, loyalty, and honor. Our organization and all of our staff members are thoroughly screened, well-trained, and share the same enthusiasm to ensure that our four core values remain at the heart of all our operations!

To get started, please fill out your client intake form and upload your required documents.

Once we have received your intake form and your documents, your tax refund quote will be provided within 48 hours!

NEED TO DIG A LITTLE DEEPER? CLICK HERE TO SCHEDULE A FREE TAX CONSULTATION WITH JAE!

TAX CLIENT INTAKE FORM

Name

First Name

Last Name

Address

THIS IS THE ADDRESS WILL USE TO SEND ALL FUTURE COMMUNICATION

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Number

DATE OF BIRTH

YYYY

SOCIAL

PLEASE ENTER YOUR SOCIAL

FILING STATUS

PLEASE SELECT YOUR FILING STATUS

SPOUSE NAME IF APPLICABLE

ONLY ENTER IF FILING "MARRIED FILING JOINT"

SPOUSE DATE OF BIRTH

DID YOU FILE TAXES LAST YEAR?

IF SO, WHAT WAS THE AMOUNT OF YOUR REFUND OR TAX DEBT

CAN YOU GET A COPY OF YOUR PREVIOUS TAXES IF NEEDED?

HAVE YOU EVER BEEN DISALLOWED EIC?

SELECT YES IF YOU HAVE EVER BEEN REQUIRED TO SUBMIT FOR 8862

HEALTH INSURANCE

DID YOUR ENTIRE HOUSEHOLD HAVE HEALTH INSURANCE LAST YEAR

DO YOU HAVE SELF EMPLOYMENT INCOME

UNEMPLOYMENT INCOME

DID YOU RECEIVE UNEMPLYMENT INCOME LAST YEAR? FORM 1099-G

DEPENDENT INFORMATION

IN THE SPACE BELOW, PLEASE LIST ALL OF YOUR DEPENDENT'S INFORMATION. BE SURE TO INCLUDE THE FOLLOWING: FIRST AND LAST NAME, DATE OF BIRTH, SOCIAL SECURITY NUMBER, AND RELATIONSHIP TO YOU.

CHILD CARE

DID YOU PAY ANY OUT OF POCKET CHILD CARE EXPENSES LAST YEAR? IF YES, YOU WILL BE ASKED TO UPLOAD YOUR EXPENSES LATER.

EDUCATION CREDIT

DID YOU ATTEND COLLEGE OR ANY OTHER POST SECONDARY SCHOOLING?

STUDENT LOANS

ARE IN CURRENTLY IN DEFAULT ON ANY GOVERNMENT STUDENT LOANS?

CHILD SUPPORT

DO YOU CURRENTLY HAVE ANY OPEN CHILD SUPPORT OBLIGATIONS?

HOME OWNERSHIP

DO YOU OWN YOUR HOME?

REFUND DEPOSIT

HOW WOULD YOU LIKE TO RECEIVE YOUR REFUND?

FOR DIRECT DEPOSIT

PLEASE ENTER YOUR BANK NAME

FOR DIRECT DEPOSIT

PLEASE ENTER YOUR ROUTING NUMBER

FOR DIRECT DEPOSIT

PLEASE ENTER YOUR ACCOUNT NUMBER

DUE DILLIGENCE

DO YOU PROMISE THAT YOU HAVE ANSWERED ALL QUESTIONS HONESTLY AND TO THE BEST OF YOUR ABILITIES?

Are you interested in adding credit repair to your tax prep?

No fees will be due out of pocket. And results are backed by a money back guarantee!

SELF EMPLOYMENT FORM

Name

First Name

Last Name

TAX YEAR

GROSS INCOME

EXPENSES

REMAINING ITEMS WILL BE YOUR EXPENSES. ONLY FILL IN THE BOXES THAT APLLY TO YOU

ADVERTISING

EXPENSE

MILEAGE

EXPENSE

COMMISION AND FEES

EXPENSE

INSURANCE

EXPENSE

INTREST

EXPENSE

PROFESSIONAL FEES

EXPENSE

OFFICE EXPENSES

EQUIPMENT RENT/ LEASE

EXPENSE

PROPERTY RENT

EXPENSE

GENERAL REPAIRS

EXPENSE

TAXES/LICENSES

EXPENSE

TRAVEL

EXPENSE

MEALS/ ENTERTAINMENT

EXPENSE

UTILITIES

EXPENSE

WAGES

EXPENSE

OTHER EXPENSES

PLEASE LIST ANY ADDITIONAL EXPENSES

DUE DILLIGENCE

DO YOU PROMISE TO HAVE LISTED ALL ITEMS HONESTLY AND TO THE BEST OF YOUR ABILITIES?

Affiliate Clients' Intake Form

Client's First and Last Name

First Name

Last Name

Phone

(###)

###

####

Home Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Date of Birth

YYYY

Social

Business Information

Business Name

Business Address (If different than home)

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

EIN Number

Tax Forms To Complete

Have Questions? Click Here to Consult With Jae.

But wait! That’s not all!

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