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You Must complete the Information Intake Form each tax year.

Do not submit any tax documents until all required tax forms are complete and ready to download.

Enter Your Information

Select Tax Year
Multi-line address
Birthday
Month
Day
Year

Driver's license or State Issued ID

Filing Status
Single
Head of Household (must have dependents you support 100%)
Married Filing Jointly
Married Filing Separate

________________________________

Spouse Information

Spouse Birthday
Month
Day
Year

______________________________

Upload Requested Documents

*If you send pictures of documents, please make sure the pics are clear and only capturing the document from corner to corner with nothing showing in the background.

Download Scanner App click here: https://play.google.com/store/apps/details?id=com.adobe.scan.android

(Make sure downloading is complete before submitting.)

Did you/spouse work any Overtime on your job in the year 2025.

If you select yes, please provide a copy of your last paystub.

Did you/spouse receive any tips on your job in the year 2025.

If you select yes, please provide a copy of your reported tips.

Driver License/Social Security Card
Do you/spouse own stocks and/or bonds?
Did you/spouse withdraw any funds from retirement, 401k, and/or stock plan etc.?
Are you/spouse in a bankruptcy?
Are you/spouse behind on student loans?
Are you/spouse behind on child support payments?
Did you/spouse receive unemployment compensation for any part of the year?
Did you/spouse receive any letters from the IRS or State? (If so, provide with your document upload)

____________________________

Enter Dependent(s) Information

Did you have dependent(s) live in your home for at least 7 to 12 months of the tax year? (include newborn)
Yes
No
Select Number of Dependents
Dependent Relationship to You
Disabled or College Student
Dependent Relationship to You
Disabled or College Student
Dependent Relationship to You
Disabled or College Student
Dependent Relationship to You
Disabled or College Student

*Please provide proof with Document Upload

Are you interested in setting up a Government Funded Savings Account for your children under age18?

Government Funded Savings Account Click here for details

*Please provide proof with Document Upload

(Make sure downloading is complete before submitting.)

____________________________

If you do not owe taxes. How do you want to receive your tax refund?
Direct Deposit
Check
Cash Card
If you want to apply for an Advance. Select Amount
How did you hear about us?
Did you/spouse or any dependents on your return purchase health insurance through the "Marketplace or Georgia Access" if so, (Form 1095-A) is required. Provide with document uploads.
Do you want more information on TradeLines (help to improve credit score)

*By signing below, I consent all information entered is true and accurate to the best of my knowledge.

Drawing mode selected. Drawing requires a mouse or touchpad. For keyboard accessibility, select Type or Upload.
Drawing mode selected. Drawing requires a mouse or touchpad. For keyboard accessibility, select Type or Upload.
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