File Your Return | Legitimate Tax Services

Personal Information

Let's start with your basic details

How did you hear about us?

First Name *

Last Name *

Date of Birth *

Social Security Number *

Occupation *

Email Address *

Mobile Phone *

Street Address *

City *

State *

ZIP Code *

Preferred Contact Method

Filing Status *

Single

Married Filing Jointly

Married Filing Separately

Head of Household

Qualified Widow(er)

Spouse Information

Spouse First Name

Spouse Last Name

Spouse Date of Birth

Spouse SSN

Spouse Occupation

Do you own or rent your home?

Own

Rent

Are you interested in a same-day tax advance (up to $7,500)?

Yes, tell me more!

No, I can wait

Select Your Advance Amount

$1,000 Advance

0% Interest

$5,000 Advance

33% Interest

$7,500 Advance

33% Interest

Employment & Income

Tell us about how you earn money

Were you employed by an employer this year? (W-2) *

Yes

Did you earn any self-employment or business income?

Yes

Did you know?

Starting a side business/gig could open the door to more write-offs and bigger refunds!

Did you receive any 1099 forms? (1099-NEC, 1099-MISC, 1099-K)

Yes

Did you receive unemployment benefits?

Yes

Did you receive rental income, royalties, or farming income?

Yes

Did you sell any stocks, crypto, or property this year?

Yes

Upload your W-2s, 1099s, and income documents *Required

Required: Click to upload W-2s, 1099s, income documents

Accepted: PDF, JPG, PNG - You can upload multiple files

Upload Form 1098 - Mortgage Interest Statement (if applicable)

Click to upload Form 1098 if you paid mortgage interest

Upload Form 1095 - Health Insurance Statement (if applicable)

Click to upload Form 1095-A, 1095-B, or 1095-C

Upload Additional Tax Documents (if applicable)

Click to upload any other tax-related documents

Examples: 1098-T (Tuition), 1098-E (Student Loan Interest), K-1, Property Tax Statements

Dependents

Children and others you support

Are you claiming any dependents? *

Yes

Dependent Information *Required for tax credits

Required Documentation

For each dependent, you must provide a copy of their Birth Certificate, Social Security Card, or Driver's License/ID.

Dependent #1

First Name *

Last Name *

Relationship *

Date of Birth *

SSN *

Full-Time Student?

Did this dependent live with you more than 6 months? *

Yes

Upload Dependent's ID Document (SSN Card, Birth Certificate, or ID) *

Required: Click to upload Birth Certificate, Social Security Card, or ID

Accepted: PDF, JPG, PNG

Deductions & Credits

Let's find every dollar you deserve

Did you pay for childcare or dependent care?

Yes

Childcare Provider Information

Provider Name

Provider EIN or SSN

Amount Paid

Did you pay student loan interest or college tuition?

Yes

Did you pay medical/dental expenses not covered by insurance?

Yes

Did you contribute to retirement accounts? (IRA, 401k, etc.)

Yes

Estimated 401(k) Contributions

Estimated IRA Contributions

Did you pay mortgage interest or property taxes?

Yes

Approximately how much mortgage interest did you pay?

Did you make energy-efficient home improvements?

Yes

Business Information

For self-employed and business owners

This section is for self-employed individuals

If you don't have self-employment income, you can skip this section.

Business Name

Year Business Started

Describe your business activity

Do you have an EIN (Employer ID Number)?

Yes

Enter your EIN

What is your yearly gross income?

Do you have a home office?

Yes

Home office square footage

Do you use a vehicle for business?

Yes

Vehicle Make & Model

Vehicle Year

Business Miles (2025)

Personal Miles (2025)

Do you have business expenses to write off?

Yes

Business Expense Deductions

Check all that apply and provide estimated annual amounts. Every deduction counts!

Advertising & Marketing

Flyers, business cards, online ads, website costs

Phone & Internet

Cell phone bill, internet service (business portion)

Supplies & Materials

Office supplies, tools, inventory, materials

Equipment & Software

Computer, software subscriptions, equipment

Travel & Transportation

Business trips, parking, tolls, rideshare costs

Business Meals

Client meals, business meetings (50% deductible)

Business Insurance

Liability, professional, health insurance (self-employed)

Professional Services

Accounting, legal, consulting fees

Education & Training

Courses, certifications, books, conferences

Rent & Utilities

Office rent, storage, electricity (business portion)

Bank & Processing Fees

PayPal, Square, Stripe fees, merchant fees

Other Business Expenses

Any other legitimate business expenses

Tax History & Direct Deposit

Past filings and where to send your refund

Have you filed taxes for the past 3 years?

Yes

Last year, did you receive a refund or owe taxes?

Received a Refund

Owed Taxes

Didn't File

Have you received any IRS or state tax notices?

Yes

Do you have outstanding debts that could affect your refund?

Student Loans

Child Support

IRS Debt

None

Do you have health insurance coverage?

Yes

Direct Deposit Information *Required

Where should we send your refund? This information is required for faster processing.

Account Type *

Checking

Savings

Bank Name *

Routing Number *

Account Number *

Tip: Double-check your routing and account numbers. Incorrect information can delay your refund by weeks!

Due Diligence & Consent

Please read and acknowledge ALL of the following

ALL Acknowledgments Required

You must read and check EVERY box below to proceed. These are legal acknowledgments required for tax preparation.

I acknowledge that My Tax Preparer has informed me that I am required to report all income I received during the tax year from all sources.

I acknowledge that My Tax Preparer has informed me that it is unlawful to understate/overstate my income to receive a larger refund.

I acknowledge that My Tax Preparer has explained to me in detail the rules regarding Earned Income Tax Credits and the reporting of self-employment income, and based on my understanding of those rules, I qualify for the Earned Income Tax Credit.

I understand that I will be signing my income tax return under penalties of perjury and all items included on the return are true and correct.

I acknowledge that My Tax Preparer has advised me of my duty to keep complete and accurate records supporting the source and amount of my income and the legitimacy of any deduction or credit I claim on my tax return.

I acknowledge and agree that I am responsible for payment of all Tax Preparation services rendered. In the event my refund is withheld, offset, or intercepted by the IRS, government, or any agency, I understand that I am still obligated to pay the full service fee. I authorize my tax preparer to initiate partial or full payments from the bank account I've provided until the balance is satisfied.

I also give my FULL permission to my Tax Preparer to call and check on my personal offsets with the IRS (Internal Revenue Service).

I understand and agree that my Tax Preparer is held liability-free for any IRS-related issues including but not limited to: back taxes, unresolved debts, audits, collection actions, or any other matters arising from my tax history or circumstances beyond their control.

I accept full liability for any IRS penalties, interest, legal consequences, or other issues that result from false, incomplete, inaccurate, or misleading information that I have provided. I understand that the accuracy of my tax return depends on the accuracy of the information I provide.

By checking this box, I give my Tax Preparer FULL CONSENT to file my taxes with the information I have provided. This serves as my electronic signature.

0 of 10 acknowledgments checked

Review & Submit

Almost done! Please review and sign below.

What Happens Next?

After you submit:
1. Our team will review your documents and information
2. We'll begin preparing your tax return
3. Your return will typically be ready in 3-5 business days
4. We'll contact you if any additional information is needed

You'll receive updates via email and phone throughout the process.

Any additional notes or questions for our team?

I agree to ALL terms and consent acknowledgments *REQUIRED
I certify that all information provided is accurate and complete to the best of my knowledge. I understand and accept ALL terms outlined in the Due Diligence & Consent section.

Electronic Signature *REQUIRED

By signing below, I confirm that I have read, understand, and agree to all acknowledgments and that all information provided is true and accurate.

Type Your Full Legal Name *

Today's Date *

Signature Preview:

Date:

I confirm this is my legal electronic signature and I am authorized to submit this tax return information. *REQUIRED

Before you can submit:

Check "I agree to ALL terms and consent acknowledgments"
Type your full legal name
Check "I confirm this is my legal electronic signature"

✓

You're All Set!

Thank you for submitting your tax information!

What happens now:
Our team will review your documents
We'll begin preparing your tax return
Expect your return to be ready in 3-5 business days
We'll contact you if we need anything else

Questions? Call us at (813) 437-4422

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