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Tax Preparation Forms in One Place
SEE BELOW FOR THE LIST OF TAX PREPARATION FORMS YOU WIL NEED FOR US TO COMPLETE YOUR TAX RETURN. NOT ALL MAY APPLY TO YOUR SITUATION.
iF YOU NEED HELP DECIDING WHICH ONE TO COMPLETE, DO NOT HESITATE TO REACH OUT TO US AND WE CAN HELP YOU DECIDE.
^CLIENT INTAKE FORM (EVERYONE STARTS HERE AND MUST COMPLETE THIS FOR US TO START WORKING ON YOUR RETURN)
^EIC VALIDATION FORM (MUST BE COMPLETED IF YOU CLAIM EARNED INCOME CREDIT ALSO KNOWN AS EIC)
^SCHEDULE C VALIDATION FORM (MUST BE COMPLETED IF YOU HAVE SELF EMPLOYMENT INCOME OR BUSINESS INCOME)
^HOUSEHOLD HELP VALIDATION FORM (MUST BE COMPLETED IF YOU CLAIMED THAT YOU GET INCOME FROM HOUSEHOLD HELP ON YOUR TAX RETURN)
THERE WILL BE A PLACE WHERE You WILL BE ASKED FOR THE FOLLOWING INFORMATION ON EACH FORM: *COPY AND PASTE FOR ACCURACY
tAX pREPARER NAME: tIFFANY sEWELL
tAX pREPARER EMAIL: [email protected]
Watch the Timer as it Counts Down to the Official Start of Tax Season
Gather the Essential Documents and Information for Stress-Free Tax Filing
keep your financial records accurate, organized, and up to date through our professional bookkeeping services. We help individuals and small businesses stay compliant and make informed financial decisions year-round.
An IP PIN is a unique ID protection number that helps prevent tax-related ID theft, and adds an extra layer of security to your return
IRS TAX TRANSCRIPTS
Requesting your official transcripts ensures all income and tax information is accounted for, helping prevent mistakes or missing details on your return.
GET YOUR REFUND ADVANCE LOAN NOW. APPLY TODAY. GET AN ANSWER IN MINUTES
You don’t have to wait until February to access your tax refund. With a refund advance loan, you may be eligible to receive funds now, giving you quick access to your money while your tax return is being processed. It’s a fast, convenient way to get the financial support you need when you need it. With two options to choose from, you will get exactly what works best for you.
The Refund Advance is an optional tax-refund related loan provided by MetaBank®, N.A., Member FDIC (it is not the actual tax refund) at participating locations. Program availability and loan amounts may vary based on state and software provider. The amount of the loan and applicable interest will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer. Fees for other optional products or product features may apply. Tax returns may be filed electronically without applying for this loan. Loans offered in amounts of $250 (where available), $500, $1,000, 25%, 50%, or 75% of your expected tax refund from $250 – $6,000. Loans in the amounts of $250, $500, and $1,000 have an Annual Percentage Rate (APR) of 0.00%. Loans in the amounts of 25%, 50% or 75% of your expected tax refund have an APR of 36.0% with a minimum loan of $1,250. For example, $2,500 loan representing 50% of expected refund borrowed over 29 day term, total amount payable in a single payment is $2,571.51 including interest. Availability is subject to satisfaction of identity verification, eligibility criteria, and underwriting standards.
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