Your tax journey starts hereFill out the form below so we can take care of the numbers, and you can focus on what matters most. Tax Information Form Intake form Name * DOB * SSN / ITIN * Current Address * Type of ID (U.S.) -None- Driver’s License State ID Passport Other Refund Method -None- Direct Deposit Check Account Number ? Only if applicable Routing Number ? Only if applicable Check Refund Name ? Only if applicable Check Refund Address ? Only if applicable As of December 31, you were -None- Single Married Joint Married Separate Head of Household Widowed Year of spouse’s death ? Only if applicable Spouse have SSN/ITIN? -None- Yes No ? Only If applicable Married but separated -None- Yes No Married but separated, will you file jointly -None- Yes No Pay more than 50% of household expenses -None- Yes No Will you claim dependents -None- Yes No Tell us about Them Dependents Dependents Name * Relationship * -None- Child Spouse Nephew Parent Other DOB * Months lived with you SSN/ITIN * Country of residence -None- US Other Did you provide more than 50% support Comments Dependientes Nombre del Dependiente * Relación * -Seleccione- Hijo(a) Esposo(a) Sobrino(a) Padre/Madre Otro Fecha de Nacimiento * Meses que vivió con usted SSN/ITIN * País de Residencia -Seleccione- EE.UU. Otro ¿Proporcionó más del 50% del apoyo?
