Please complete the following form with accurate information so we can properly prepare your tax return. The information you provide will help us determine your filing status, eligibility for credits, and ensure your return is filed correctly. If additional information is needed, our team will contact you.

Primary Taxpayer First Name *

Primary Taxpayer Last Name *

Primary Taxpayer Date of birth *

Primary Taxpayer Phone *

Primary Taxpayer Email *

Primary Taxpayer Social Security Number *

Occupation / Employer *

Do You Have An Identity Protection Pin ?

Referred By

Type Of Return? *

Original

Amended

Filing Year *

2025 (Current)

2024

2023

2022

Are You Ready To File Now? *

Yes

No, I Only Want A Quote/Estimate ( $47 )

Did You File With Us Last Year?

Yes

No

Which Add Credit Repair Services? *

Yes

No

If You Selected Yes To Credit Repair Services Which Package?

By law, no organization can guarantee the removal of items from your credit report.

Our process involves carefully reviewing your credit profile to identify potential inaccuracies, reporting errors, or compliance issues that may allow certain items to be challenged.

If an account cannot be removed through the dispute process, we will discuss other strategies with you, including possible negotiations with creditors when appropriate.

UNEXPIRED Photo ID (Driver License or State ID) *

If You're Filing An Amended Return Please Upload The Original Return

Tax Payer Income — W-2 (If You Have More Than One UPLOAD THEM ALL)

Tax Payer Income — 1099s and Other Miscellaneous Income (If Applicable)

Are You Claiming Any Dependents? *

Yes

No

Did You Work Any Overtime In 2025? *

Yes

No

W2 should reflect the amount made from overtime and it will NOT be taxed as ordinary income.

Overtime- Upload last paystub of 2025

If So How Many?

Was Any Of Your Dependents Born In 2025? *

Yes

No

Would You Like To Enroll In The Trump Minor Account? *

Yes

No

TRUMP MINOR ACCOUNTS

Under law, the U.S. Treasury will deposit a one-time $1,000 into a Trump Account for each eligible U.S. child born between January 1, 2025 and December 31, 2028**.

This is automatic once the account is properly opened by a parent or guardian.

The money is invested and grows tax-deferred until the child can access it later in life.

1. Dependent Full Name

Dependent SSN or ITIN

Dependent Date of Birth *

Full SSN/ITIN required for most credits and to claim the dependent.

Number Of Months Lived With You This Tax Year?

Enter 0-12. This helps determine qualifying child status

Is This Dependent A Full Time Student?

Yes

No

Are They Totally And Permanently Disabled?

Yes

No

Does This Dependent Have Any Income?

Yes

No

Dependent Birth Certificate

Dependent Social Security Card

2. Dependent Full Name

Dependent 2 SSN

Dependent 2 Date of Birth *

Full SSN/ITIN required for most credits and to claim the dependent.

Dependent 2 - Number Of Months Lived With You This Tax Year?

Enter 0-12. This helps determine qualifying child status

Dependent 2 - Is This Dependent A Full Time Student?

Yes

No

Dependent 2 - Are They Totally And Permanently Disabled?

Yes

No

Dependent 2 - Does This Dependent Have Any Income?

Yes

No

Dependent 2 - Dependent Birth Certificate

Dependent 2 - Dependent Social Security Card

Dependent 2 - Dependent Social Security Card (copy)

3. Dependent Full Name

Dependent 3 - Dependent Full Social

Dependent 3 - Dependent Date Of Birth

Dependent 3 - Number Of Months Lived With You This Tax Year?

Enter 0-12. This helps determine qualifying child status

Dependent 3 - Is This Dependent A Full Time Student?

Yes

No

Dependent 3 - Are They Totally And Permanently Disabled?

Yes

No

Dependent 3 - Does This Dependent Have Any Income?

Yes

No

Dependent 3 - Dependent Birth Certificate

Dependent 3 - Dependent Social Security Card

Do You have Any Childcare Expenses

Yes

No

Childcare Expenses and Provider Information

Childcare Provider Name

Provider Tax ID / EIN or SSN

Required for child & dependent care credit if available.

Child Care Provider Address

Amount You Paid

Self-Employment / Business Income

Business

Business EIN or SSN

Gross Receipts

Total Business Expenses (brief summary)

List major expense categories and amounts (e.g., supplies, advertising, car, meals).

Upload Schedule C, 1099-NEC, or other supporting docs

Do you have any Other inocme types such as Social Security, Unemployment, Alimony, Gambling, etc.

Describe other income types and amounts. List income sources such as Social Security benefits, unemployment, alimony received, gambling winnings, jury duty, foreign income, etc.

Upload supporting documents for other income

Health Insurance

Do You Have A 1095-A (Marketplace ) *

Yes

No

If Yes Upload Here

Direct Deposit for Refunds

Do you want your refund directly deposited into a bank account?

Yes

No, I Would Rather A Check

No — Bank Approved Prepaid card (There will be a shipping fee of $7)

Type Of Account

Checking

Savings

No, Bank Approved Prepaid card (There will be a shipping fee of $7)

Bank Name

Bank Routing Number

Provide routing number if you selected direct deposit.

Bank Account Number

Provide account number for direct deposit. Double & triple check numbers to make sure they are correct!

E-File Consent

Consent to E-file (if applicable) *

I Consent For Prepare To E-File My Return

Checking this box indicates you consent to electronic filing of your tax return.

Client Consent to Store Documents Securely *

I Consent For Prepare To E-File My Return

By checking this box, you acknowledge and agree that your tax documents may be securely stored for tax preparation, record keeping, IRS audits, and other tax-related purposes if needed.

Electronic Signature *

Clear

By signing this document, you authorize the tax preparer to transmit your return electronically and acknowledge that the information submitted is accurate and complete to the best of your knowledge.

Todays Date *

Privacy Policy | Terms of Service

By law, no organization can guarantee the removal of items from your credit report.

Our process involves carefully reviewing your credit profile to identify potential inaccuracies, reporting errors, or compliance issues that may allow certain items to be challenged.

If an account cannot be removed through the dispute process, we will discuss other strategies with you, including possible negotiations with creditors when appropriate.

Under law, the **U.S. Treasury will deposit a one-time $1,000 into a Trump Account for each eligible U.S. child born between January 1, 2025 and December 31, 2028.

Childcare Expenses and Provider Information

Self-Employment / Business Income

Health Insurance

Direct Deposit for Refunds

E-File Consent

Under law, the U.S. Treasury will deposit a one-time $1,000 into a Trump Account for each eligible U.S. child born between January 1, 2025 and December 31, 2028**.