SECTION 1 — BASIC INFORMATION

Full Name *

Date of birth *

Email *

Phone *

SSN / ITIN *

Current Address *

City

State

Country

Country

Postal Code

County you live in *

School district you lived in during 2025 *

Are you a U.S. Citizen? *

Filing Status *

Single

Head of Household

Married Filing Joint

Married Filing Separate

As of December 31, 2025, what was your marital status? *

Were you married on the last day of 2025? *

Yes

No

If married, did you get married in 2025?

Yes

No

Did you live with your spouse during the last 6 months of 2025? *

Yes

No

Can anyone else claim you as a dependent for 2025? *

Yes

No

Do you live on your own? *

Yes

No

Were you a full-time student at any time in 2025? *

Yes

No

Does anyone on your return have an IP PIN? *

Yes

No

Enter PIN if yes

SECTION 2 — DEPENDENTS

Do you have any dependents for 2025? *

Yes

No

Number of dependents (You will receive an additional form to submit dependent information)

1

2

3

4

5

6

SECTION 3 — RESIDENCY & HOUSEHOLD

Did you live in the United States in 2025? *

Yes

No

Where did you live in 2025? (City & State) *

Did anyone else help pay household expenses in 2025? *

Yes

No

SECTION 4 — INCOME

Estimated total income for 2025 *

$

Did you receive W-2s for 2025? *

Yes

No

How many jobs did you have in 2025? *

Did you earn tip income in 2025? *

Yes

No

Did you receive any 1099 forms in 2025? *

Yes

No

Did you receive scholarships in 2025? *

Yes

No

Did you receive interest/dividends in 2025? *

Yes

No

Did you receive unemployment income in 2025? *

Yes

No

Did you receive disability payments in 2025? *

Yes

No

Did you receive retirement income or pension in 2025? *

Yes

No

Did you receive Social Security benefits in 2025? *

Yes

No

Did you have rental income in 2025? *

Yes

No

Did you sell stocks, crypto, or real estate in 2025? *

Yes

No

Did you earn income in cash or digital assets not reported on W-2/1099 in 2025? *

Yes

No

Did you receive child support in 2025? *

Yes

No

Did you receive cash assistance, TANF, SSI, or public benefits in 2025? *

Yes

No

SECTION 5 — SELF-EMPLOYMENT (2025)

Were you self-employed in 2025? *

Yes

No

Did you receive 1099-NEC, 1099-K, or cash business income in 2025? *

Yes

No

Did you have business expenses in 2025? *

Yes

No

SECTION 6 — EDUCATION (2025)

Did you or your dependents have tuition expenses in 2025? *

Yes

No

Did you have required textbook or course material expenses in 2025? *

Yes

No

SECTION 7 — HEALTH INSURANCE (2025)

For taxpayer, spouse, and dependents:

Did they have health insurance for all 12 months of 2025? *

Yes

No

Who provided the coverage? *

Employer

Spouse’s Employer

Marketplace 1095-A ( Access in IRS Portal)

Direct with Insurer

Medicare

Medicaid

SECTION 8 — EXPENSES & DEDUCTIONS (2025)

Medical/dental expenses paid in 2025? *

$

Taxes paid — state, real estate, personal property — in 2025? *

$

Charitable contributions in 2025? *

$

Home mortgage interest paid in 2025? *

$

Did you pay property taxes in 2025? *

Yes

No

Did you pay vehicle taxes in 2025? *

Yes

No

Did you pay real estate tax in 2025? *

Yes

No

Child or dependent care expenses in 2025? *

Yes

No

Educator expenses in 2025? *

Yes

No

Student loan interest in 2025? *

Yes

No

Health Savings Account contributions in 2025? *

Yes

No

Any debts cancelled/forgiven in 2025? *

Yes

No

Did you receive a First-Time Homebuyer Credit in 2025? *

Yes

No

SECTION 9 — HOUSING (2025)

Were you currently renting in 2025? *

Yes

No

How long have you lived at your current address as of 2025? *

Do you own your home in 2025? *

Yes

No

Did you pay property taxes in 2025 on a home you owned? *

Yes

No

Did you receive housing assistance in 2025? *

Yes

No

SECTION 10 — OTHER IMPORTANT QUESTIONS (2025)

Did you experience any major life changes in 2025? (Marriage, divorce, job loss, new job, etc.) *

Yes

No

Do you have foreign bank accounts or assets in 2025? *

Yes

No

Did you have gambling winnings in 2025? *

Yes

No

Are you a victim of identity theft in 2025? *

Yes

No

Do you owe past-due child support as of 2025? *

Yes

No

Do you owe past-due federal, state, or city taxes as of 2025? *

Yes

No

Do you owe debts that may offset your 2025 refund? *

Yes

No

Do you need to file Injured Spouse for 2025? *

Yes

No

Have you ever been denied EITC, CTC, or AOTC in a past year? *

Yes

No

Do you need to file an extension for 2025? *

Yes

No

SECTION 11 — REFUND & BANKING (2025)

If you owe for 2025, do you want to pay directly from this bank account? *

Yes

No

SECTION 12 — OPTIONAL ADD-ON SERVICES (2025)

Add Audit Protection for 2026? ($29.99) *

Yes

No

Add Fast Forward Early Refund for 2026? ($25) *

Yes

No

Are you interested in Credit Repair in 2026 For $497? *

Yes

No

SECTION 13 — LAST YEAR'S TAX INFORMATION

Your AGI from 2025 return (used to file 2025 electronically) *

$

2025 federal refund amount *

$

SECTION 14 — FINAL DECLARATION (2026)

Do you confirm all 2025 information provided is accurate? *

Yes

No

Taxpayer Signature *

Spouse Signature (if applicable)

Date Signed *

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