Welcome Message

We ask that you complete this due diligence questionnaire to ensure you are eligible to claim at least one of several valuable tax credits. W<p>We ask that you complete this due diligence questionnaire to ensure you are eligible to claim at least one of several valuable tax credits.  While the questions may seem to be a little intrusive, they are questions that we are required to ask under the due diligence requirements of the new tax laws.  We will keep your responses and documents on file, in the event the IRS should ever ask for them. Please complete them in as much detail as possible.  Upload documents in the client portal. Please answer the question that are required. If you are a new client; Social Security Cards OR last year taxes(first two pages of the 1040) is required, please upload into the client portal. </p>We ask that you complete this due diligence questionnaire to ensure you are eligible to claim at least one of several valuable tax credits. While the questions may seem to be a little intrusive, they are questions that we are required to ask under the due diligence requirements of the new tax laws. We will keep your responses and documents on file, in the event the IRS should ever ask for them. Please complete them in as much detail as possible. Upload documents in the client portal. Please answer the question that are required. If you are a new client; Social Security Cards OR last year taxes(first two pages of the 1040) is required, please upload into the client portal.hile the questions may seem to be a little intrusive, they are questions that we are required to ask under the due diligence requirements of the new tax laws. We will keep your responses and documents on file, in the event the IRS should ever ask for them. Please complete them in as much detail as possible. Upload documents in the client portal. Please answer the question that are required. If you are a new client; Social Security Cards OR last year taxes(first two pages of the 1040) is required, please upload into the client portal.

Ready to Start? *

Yes

Are you a new or returning client? *

New client

Returning client

Did you live in the United States the entire year?

Yes

As of December 31st, were you a US citizen or resident alien?

Yes

Was the Earned Income Credit (EIC/EITC), Child Tax Credit (CTC), Additional Child Tax Credit (ACTC), or American Opportunity Tax Credit (AOTC) claimed by you disallowed (did not let you get it) or reduced by the IRS on a past tax return? *

Yes

You confirm you have supporting documents (i.e. lease, utility bills, school records, etc.) Please upload in Client Portal IF you have it (not required)

Yes

I/we, or my child(ren), have documentation to substantiate the credit(s) being claimed (you are responsible for keeping this documentation and providing it to the IRS if you are audited or questioned) *

Yes