* Must Answer
Tax Year(s) Needed *
Taxpayer First and Last Name *
Occupation *
Social Security Number (Numbers Only) *
Date of Birth *
E-Mail *
Telephone *
Street Address *
City *
State *
Zip Code *
Did You Have Healthcare? * YesNo
If you have a form 1095-A, B, and or C, please submit with your documents.
Spouse Name (if filing jointly)
Spouse Occupation
Spouse SSN (Numbers Only)
Spouse Date of Birth
Spouse E-Mail (must be separate e-mail)
Telephone
Dependent 1 Name
Date of Birth
Social Security Number
Relationship DaughterSonFoster ChildStepchildNephewNieceAuntUncleParentGrandparentGrandchildBrotherSisterOtherNone
Dependent 2 Name
Dependent 3 Name
Dependent 4 Name
Dependent 5 Name
To request Direct Deposit of your Tax Refund(s), include your Bank Routing and Account numbers.
Bank Routing #
Bank Account #
Your Comments
Method of Payment (Must Choose One) * ZelleCashCashAppCredit/Debit CardCheckMoney OrderPayPal
Submission acknowledges you are requesting CFS Consult, and or Prepare tax returns using information provided by you. You also acknowledge fees for services provided are due regardless of any calculated income tax refund/(liability).
CFS may use your information to create a free SmartVault Document Sharing account for you.
