Return consultation – Taxwise Advocates

Personalized Consultation

We start by understanding your unique tax situation through a personalized consultation with tailored questions. Our experts analyze every detail to uncover all eligible deductions and credits, setting the stage for your maximum refund.

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Personal Information

Name *

First

Middle

Last

Email *

Age *

Occupation *

Phone Number *

Date of Birth *

Address *

Address Line 1

Address Line 2

City

State

Zip Code

Spouse & Dependents Information

Filing Status *

Number of Dependents *

Spouse Name

First

Last

Date of Birth

Occupation

Age *

Phone Number

Dependents

Name

Date of Birth

Relationship

Income Information

Annual Income *

Other Sources of Income

Rental Property Income

Unemployment Compensation *

Social Security Benefit *

Total Debt (Unpaid Expenses)

Expenses Information

Rental Date Total

Please fill-up the information within the current year only.

Medical Expenses

Insurance Premium Paid

Home Mortgage

Cash Contributions

Union Dues

Dental Expenses

Prescription Drugs and Medicines

Investment Interest

Non-Cash Contributions

Rental Debt

Total Expenses

$0.00

Security Questions

Please fill-up the information, it would be used to validate and file your tax return.

Government-issued ID

Driver's license number *

Drivers license front

Click or drag a file to this area to upload.

Drivers license back *

Click or drag a file to this area to upload.

State ID number *

Front ID

Click or drag a file to this area to upload.

Back ID *

Click or drag a file to this area to upload.

Mother's Name *

First

Last

Place of Birth *

Enter your place of birth (city and state of birth)

Mother's Maiden Name *

Father's Name *

First

Last

Upload your Prior year W2 or SSA form *

Click or drag files to this area to upload. You can upload up to 2 files.

Upload W2 or SSA form between 2019 to 2021.

Do you have an ID.me account? *

ID.me would be used by IRS for further personal verification upon approving your Tax Return.

What is the current status of your ID.me account? *

Active
Suspended
Duplicate Account

Referral Name

Were you referred by someone? If so, please enter their full name. They could earn up to $40 when you receive your refund check!

Acknowledgement & Signature

All information provided in this form is accurate and true to the best of my knowledge.
I have read and fully comprehended Taxwise Advocate privacy and terms of service policies.
My signature here authorizes Taxwise Advocate to obtain, use, and keep my name, address, phone number, email address, and other identifying information.
By signing here, I attest that I have read this agreement and fully understand my role and Taxwise Advocate's role in preparing my tax return.

Taxfiler Signature

Clear Signature

Date Signed