Personal Taxes

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Personal Taxes

Allow us to give you a great tax prep experience. This form below will get many of the big questions out of the way before we even start your return. With the information you give us, not only will we pick the best tax filing status based on this information but we will also do our due diligence making sure money is never left on the table. Let's get your biggest refund possible!

Pick the filing status you feel is best for you (we might have to change it later after viewing your documents)

HEAD OF HOUSEHOLD. Must have a dependent. A parent can claim their child as long as they are in school until the age of 25. The child must be in school and if working, they will file a separate return and check the box that they can be claimed on someone else's tax return. This allows the parent to claim the EIC Credit for the child since they are under 25.

Single. Normally, this status is for taxpayers who are unmarried, divorced or legally separated under a divorce or separate maintenance decree governed by state law.

Married filing jointly. If a taxpayer is married, they can file a joint tax return with their spouse. If one spouse died in 2021, the surviving spouse can use married filing jointly as their filing status for 2021 if they otherwise qualify to use that status.

Married filing separately. Married couples can choose to file separate tax returns. This may benefit taxpayers who want to be responsible only for their own tax or if it results in less tax than filing a joint return.

Qualifying widow or widower with dependent child. This status may apply to a taxpayer filing a 2021 tax return if their spouse died in 2019 or 2020, and they didn't remarry before the end of 2021 and have a dependent child. Other conditions also apply.

Clear selection

Do you have dependents? Dependents are either a qualifying child or a qualifying relative of the taxpayer. The taxpayer’s spouse cannot be claimed as a dependent. Some examples of dependents include a child, stepchild, brother, sister, or parent.

Yes

Clear selection

If you have dependents, how many?

Is someone planning to claim you as a dependent?

Yes

Maybe

Clear selection

Are you a US Citizen or Resident Alien with a valid Social Security Number?

Yes

Maybe

Clear selection

If filing Married/Jointly is your partner a US Citizen or Resident Alien with a valid Social Security Number?

Yes

Maybe

Not Applicable

Clear selection

Was your main home (and your Spouse’s if applicable) located in the United States for at least half of the year?

Yes

Clear selection

How old were you and your family at the end of Tax Year? Include birthdays

Were you or your spouse a full time student for this Tax Year? Click all that applies

Yes - Myself

Yes- Spouse

No - Myself

No - Spouse

Has the IRS ever disallowed your claim for any of these tax benefits in the past?

Yes

Clear selection

Did you purchase a car in this tax year?

Yes

Clear selection

Did you use your car for business purposes?

Yes

Maybe

Clear selection

Did you purchase a home this tax year?

Yes

Clear selection

Do you plan to purchase a home in the next two years?

Yes

Maybe

Clear selection

Do you have any investment income that you did not discuss with us or provide documentation for?

Yes

Maybe

Clear selection

Do you have any income from foreign sources that you did not discuss with us or provide documentation for?

Yes

Maybe

Clear selection

Do you have any income from any other sources that you did not discuss with us or provide documentation for? (For example: side jobs or self employment, casino winnings, prize winnings, alimony, cash from side jobs, pay for jury duty, income from the sale of assets)

Yes

Maybe

Clear selection

Did you receive a W-2?

Yes

Clear selection

Did you receive a 1099?

Yes

Clear selection

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