up to $7,500 on refund advance and referral agents $100 per funded client.

This form must be completely filled out in order for us to process it for the refund advance. Refund Advance are up to $7,500. In order to process this form, your 2025 taxes will be filed by our company.

It will take 10 minutes to fill out all of these forms

ALL INFORMATION GIVEN IS FOR INCOME TAX PURPOSES ONLY AND WILL BE KEPT CONFIDENTIAL

Filing Status *

Single (No dependents to claim)

Head of Household (Have dependent(s) to claim)

Married Filing Jointly

Married Filing Separately

Do you have a lease OR utility bill in your name? *

Yes

Have you ever been audited by the IRS? *

Yes

Do you need an Identity theft PIN in order to file your taxes? *

If yes, please list your PIN number above

Did you receive your tax refund last year? *

Yes

TAXPAYER INFORMATION

Name

Last Name *

First Name *

Social Security Number *

Date of birth *

Occupation

_________

Spouse Name (If filing joint)

Full Name

Spouse Social Security Number

Spouse Date of birth

Spouse Occupation

_________

Address

Street Address *

City *

State *

Country *

Postal Code *

Home/Work Phone *

Cell Phone *

Email *

[email protected]

ENTER DEPENDENT'S INFORMATION

Bank Name (Where you want your refund sent) *

Account Type *

Checking

Savings

Routing Number *

Account Number *

Did you have Health Insurance? *

Medicaid

Obama Care (Insurance thru the marketplace form 1095A)

Private Coverage (Insurance with your job)

I have read and agreed on Preparation of Tax Return | Consent to use tax return Information | Consent to disclose of tax return Information | Tax Preparation Fees

I have read and agreed on Documents Required For Tax Preparation

I declare, certify, verify and state under penalty of perjury that the foregoing is true and correct.

Signature #1 *

Clear

_________

Are you Self Employed? *

Yes

Business Name *

EIN (Employer Identification Number) *

What services do you offer? *

Clothes, Daycare, Hair Braider, Etc.

Address *

City *

State *

Country *

Postal Code *

Business Phone *

How much did you business make per month? *

Monthly Income

How do you get paid for your services? *

Cash

Paypal, Cashapp, Zelle

1099

Check

Do you keep receipts, invoices or appointment books? **You will have to upload them later** *

Yes

Type an option

BUSINESS EXPENSES:

Did you use your vehicle for your business? (example: uber, lyft, doordash, or to deliver services or good to your customers, etc.) *

Yes

What is the Make & Model of the vehicle used for business? *

Number of Business Miles Driven *

How many total miles (for the year) did you drive your car for your business

In the case that you are audited by either the state or federal internal revenue service, it is the responsibility of the taxpayer to provide the necessary documentation to support their business. The tax preparer is not responsible for any income or expense verification of the tax return. It is the sole responsibility of the taxpayer to keep accurate and meticulous records of their business. I, the taxpayer, understand the statement above and am fully competent in mind and body. I declare, certify, verify, and state under penalty of perjury that the foregoing is true and correct.

Signature #2 *

Clear

IRS INTERVIEW QUESTIONS

These interview questions are necessary by the IRS in order to determine your eligibility for EITC, CTC, ACTC, ODC, AOTC & HOH. Please answer all of the questions honestly!

Dependent Care Expense *

Did you pay for child care?
Child name:
How much did you pay for childcare?
Name of Daycare
EIN for Daycare
Address for Daycare

Household & Income Questions *

Who lives with you?
Does someone help you pay the bills?
Do you pay rent & utility by yourself?
Are you the only adult in the house?
How much do you get for food stamps?
How much do you get for rental assistance?

How are you related to the dependents you are claiming? Are you the mom, sister, aunt, grandmother? *

Does the mother/father help with the dependent(s) financially? *

How old are the dependent(s) that live with you? They must be 18 and under or 23 and under if they attend college (to be a qualifying child). *

Dependent(s) Questions *

Do you receive disability payments for any dependents?
How long have the dependents lived with you?
Did you register them for school?
Is the dependent permanently disabled?

COLLEGE QUESTIONS
Only answer these questions if you or any of your dependents attended college for 2022

Who is attending college? Please upload form 1098T (upload it below). *

Name of the person attending college

What College Did You Attend? *

How many years have you attended college? *

Are you part-time or full time college student? *

I declare, certify, verify and state under penalty of perjury that the foregoing is true and correct.

Signature of taxpayer *

Clear

Fill up Date *

PLEASE UPLOAD THE ENTIRE DOCUMENT!!!

Example: If you take a photo of a piece of paper, take a picture of the entire paper, not just a section, and zoom in. If your image is not clear, we cannot process your application.

File Upload: Upload Unexpired ID *

File Upload: Upload SS card for you and all dependents *

File Upload: Upload Birth Certificate for each dependent you are claiming *

File Upload: Upload School Registration Form for all dependents (only upload SCHOOL REGISTRATION if you do not have birth certificates) *

File Upload: Upload Utility Bill With your name *

File Upload: Upload last check stub or W2 or If you are a business owner please upload 3-5 business receipts or invoices *

File Upload: Upload Business Card, LLC formation, EIN letter or anything to prove that you have a business. *

File Upload: Upload for 1098T if you attended college *

File Upload: Upload Bank Account Information *

File Upload: Upload Unemployment Form *

File Upload: Upload all other tax documents or any letters you received from the IRS (Form 1095A, 1099, etc) *

Terms & Condition *

By checking this box, I confirm that I have read, understood, and agree to the Terms and Conditions.

You are submitting this form for the 2025 Tax Refund Advance. Clicking "submit" will process your application for approval of the loan. Our customer service representative will inform you via email on your approval decision.

TAXPAYER INFORMATION

Name

_________

Spouse Name (If filing joint)

_________

ENTER DEPENDENT'S INFORMATION

I declare, certify, verify and state under penalty of perjury that the foregoing is true and correct.

_________

BUSINESS EXPENSES:

IRS INTERVIEW QUESTIONS

These interview questions are necessary by the IRS in order to determine your eligibility for EITC, CTC, ACTC, ODC, AOTC & HOH. Please answer all of the questions honestly!

COLLEGE QUESTIONS
Only answer these questions if you or any of your dependents attended college for 2022

I declare, certify, verify and state under penalty of perjury that the foregoing is true and correct.

PLEASE UPLOAD THE ENTIRE DOCUMENT!!!

You are submitting this form for the 2025 Tax Refund Advance. Clicking "submit" will process your application for approval of the loan. Our customer service representative will inform you via email on your approval decision.

ABUNDANT TAX SERVICES

Helping individuals & business owners file taxes correctly, maximize refunds,

and stay IRS-compliant.

Abundant Tax Ⓒ All Rights Reserved 2026

TAXPAYER INFORMATION

Name

_________

Spouse Name (If filing joint)

_________

ENTER DEPENDENT'S INFORMATION

I declare, certify, verify and state under penalty of perjury that the foregoing is true and correct.

_________

BUSINESS EXPENSES:

IRS INTERVIEW QUESTIONS

** These interview questions are necessary by the IRS in order to determine your eligibility for EITC, CTC, ACTC, ODC, AOTC & HOH. Please answer all of the questions honestly!**

COLLEGE QUESTIONSOnly answer these questions if you or any of your dependents attended college for 2022

I declare, certify, verify and state under penalty of perjury that the foregoing is true and correct.

PLEASE UPLOAD THE ENTIRE DOCUMENT!!!

You are submitting this form for the 2025 Tax Refund Advance. Clicking "submit" will process your application for approval of the loan. Our customer service representative will inform you via email on your approval decision.

ABUNDANT TAX SERVICES

Helping individuals & business owners file taxes correctly, maximize refunds,

and stay IRS-compliant.

Abundant Tax Ⓒ All Rights Reserved 2026

These interview questions are necessary by the IRS in order to determine your eligibility for EITC, CTC, ACTC, ODC, AOTC & HOH. Please answer all of the questions honestly!

COLLEGE QUESTIONS
Only answer these questions if you or any of your dependents attended college for 2022