Individual Tax Interview

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- Step 1 of 3

Are you a new Client

Where did you hear about us?

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Reffered by a Friend
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Where?

Name *

First

Last

Goverment Issued ID

Click or drag files to this area to upload. You can upload up to 8 files.

Copy of social security card

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Date of birth

Marital Status

SSN or ITIN

Address 1

Address 2

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City

Zip Code

State

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Occupation

What year is this Tax Submission for?

Phone

Legal Status

Email *

Did another Taxpayer claim you as a dependant on their tax return?

Did you receive an IP PIN from the IRS?

Are you Legally married?

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Will you file jointly or separate?

Spouse SSN or ITIN

Spouse Occupation

Spouse Email *

Spouse Name *

First

Last

Spouse Date of Birth

Spouse Name

Spouse Cell phone Provider

Are you claiming any dependants this year?

Did you, your Spouse or dependents receive health insurance through the Market Place? (Covered CA)

Do you owe Child Support?

Do you owe to the IRS?

Do you own debt to any government agency?

Did you receive any W-2's?

Are you self-employed, 1099-NEC or owned a business?

Do you have gambling winnings?

Did you withdrawl money from a Retirement Account?

Did you take a Covid-19 distribution from your retirement account in 2020?

Upload a copy of your most recent tax return

Click or drag files to this area to upload. You can upload up to 8 files.

Did you have any debts forgiven?

Form 1099-C

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Did you receive any unemployment benefits?

Did you receive any SSI or SSA?

Did you own or buy a home for the year you are filing a tax return?

Did you make any stock trades during the year?

Did you purchase health insurance from marketplace?

Did you receive any rental Income?

Earned Income Tax Credit (EITC)

The Earned Income Tax Credit (EITC) helps low-to-moderate income workers and families get a tax break. Answer some questions to see if you qualify.

Select the tax year you would like to check your EITC eligibility for: *

2023
2022
2021

Were you a U.S. Citizen or Resident Alien for all of 2023? *

Were you a U.S. Citizen or Resident Alien for all of 2022? *

Were you a U.S. Citizen or Resident Alien for all of 2021? *

You don't qualify for the Earned Income Tax Credit (EITC)

You must be a U.S. citizen or resident alien to claim the Earned Income Tax Credit. See Publication 519, U.S. Tax Guide for Aliens, to determine if you are a U.S. resident alien for the entire year. Note: Select Yes if you are filing a joint return with your spouse for 2022 and either you or your spouse were a U.S. Citizen or Resident alien for the entire year.

Do you have a valid social security number that was issued on or before the due date of your 2023 tax return (including extensions)? *

Do you have a valid social security number that was issued on or before the due date of your 2022 tax return (including extensions)? *

Do you have a valid social security number that was issued on or before the due date of your 2021 tax return (including extensions)? *

You don't qualify for the Earned Income Tax Credit (EITC).

You can't claim the EITC because you don't have a valid social security number issued on or before the due date of your tax return. For more information see Publication 596, Earned Income Tax Credit

Are you filing Form 2555, Foreign Earned Income? *

You don't qualify for the Earned Income Tax Credit (EITC)

You can't claim the earned income credit if you file Form 2555, Foreign Earned Income. See Publication 54, Tax Guide for U.S. Citizens and Resident Aliens Abroad, for more information

Will someone else claim you as a dependent or qualifying child for the EITC on their tax return? *

You don't qualify for the Earned Income Tax Credit (EITC)

You don't qualify for the EITC if you are someone else's qualifying child for the EITC. For more information about whether someone can claim you as a qualifying child for the EITC, see Publication 596, Earned Income Credit, You Cannot Be a Qualifying Child of Another Taxpayer. You don't qualify for the EITC if you are someone else's dependent unless you have a qualifying child for the EITC.

Please select the range that describes your age at the end of 2021. *

17 and under
18
19 to 23
24 and over

Please select the range that describes your age at the end of 2022. *

24 and under
Between 25 and 64
65 and older

Please select the range that describes your age at the end of 2023. *

24 and under
Between 25 and 64
65 and older

Additional information you would like your tax professional to know

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