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Purple Podiums
Work Desk

be prepared!!
have your aGI availablE and get your Ip PIN. 

Be prepared. Have your last year's tax return available. Create an ID.me account on the IRS website. Get your IP Pin Number. HAVE ALL OF YOUR INFORMATION READY THIS WILL SPEED UP YOUR REFUND!

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  • LOGIN OR CREATE YOUR ID.me ACCOUNT.

  • GET YOUR IRS IP PIN NUMBER (6-digit number)

  • Put it in the field below.

THE REAL MAX TAX REFUNDS
TAX FILING AND CASH ADVANCE FORMS:

This FORM may take 20-30 minutes of your time. Please complete all of the attached forms. If you have questions there is a support link at the bottom of each page. If you need to come back to any of these forms, please stay on the page of which you left off. No need to start over.

Once you have completely filed all of your paperwork. You will receive an estimate of your tax return. Electronic filing will not begin until you approve your estimate.

PART 1: GETTING STARTED

Did you receive a 30% OFF REFERRAL CODE?

YOUR ADJUSTED GROSS INCOME FOR LAST YEAR:

This can be found on your Last Year's Tax Return or by calling the IRS (1-800-829-1040). If you did not file taxes last year, please put $0 in the box below. (This information must be accurate in order to file your return.)

GETTING STARTED:

Please enter your IP Pin. This is your 6-digit number that will be used to protect your IDENTITY. This number is required when filing with us. We will not process your refund without it.

Did you file a tax return last year?
Did you receive your stimulus credits (Recovery Rebate)?

PLEASE TELL US ABOUT YOUR CURRENT FILING SITUATION.

Are you a returning client?
Please select your FILING STATUS.
Are you filing any childrens?
Are you filing your parents or grandparents? (You are able to file your parents and grandparents if you are their caretaker.
Is there anyone in your household that is disabled?

YOUR CONTACT DETAILS:

PLEASE LIST YOUR MAILING ADDRESS:

Please make sure that you are able to receive mail here.

CONTACT QUESTIONNAIRE:

Please answer a few quick questions about making contact.

How would you like to be contacted if additional information is needed. Please mark all that apply.
When is the best time to contact you?
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CONTACT US IF YOU HAVE ANY ADDITONAL QUESTIONS.

Our contact information is at the bottom of each page. Please contact us if you have any questions or need additional support, while filing out your paperwork. We will get back to you as soon as possible. Please stay on the page that you are filing until we get back to you. Thank you and have a nice day!

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