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🙋♂️ What's your first name?
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✍️ What's your last name?
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📧 What's your email address?
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⏳ What tax year do you need help with?
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🇺🇸 What state do you physically live in?
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💸 Do you generate income in multiple states?
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💸 Do you generate income in multiple states?
Yes
No
🗄️ How did you file your taxes last year?
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🗄️ How did you file your taxes last year?
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Head of Household
Married Filing Jointly or Married Filing Separately
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🛟 Did you experience any of the following life events recently?
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🛟 Did you experience any of the following life events recently?
Got married or divorced
Had or adopted a child
Someone in your household passed away
Changed jobs or moved to a different state
None of the above
👶 Do you have any dependents?
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👶 Do you have any dependents?
Children under 17 or full-time college students under 24
Elderly parents or other relatives you support
Disabled persons you care for
None of the above
💰 Do you receive income from any of the following sources?
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💰 Do you receive income from any of the following sources?
Full-time or part-time work
Self-employment, freelance or gig work
Rental property or partnership/S-Corp ownership
Sale of stocks, bonds, or crypto
Interest or dividends
Other (gambling/prizes, unemployment, debt forgiveness, etc.)
🫰 Do you have large expenses in any of these categories?
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🫰 Do you have large expenses in any of these categories?
Mortgage interest, property taxes, charitable donations, or medical expenses
Child or dependent care costs
College tuition or education expenses
None of the above
🏦 Do you contribute to (or withdraw from) any of the following?
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🏦 Do you contribute to (or withdraw from) any of the following?
Health Savings Account (HSA)
IRAs or other retirement accounts
Check here if you made an early withdrawal from a retirement account
None of the above
🏥 Do you purchase health insurance through the government marketplace/exchange?
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🏥 Do you purchase health insurance through the government marketplace/exchange?
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👨🍳 What service tier are you interested in?
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👨🍳 What service tier are you interested in?
Basic
Essential
Premium
📢 Anything else you want to add?
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