Are you a.... *

New Client

Returning Client

Upload the copy of your previous tax return. *

New Clients are required to upload a copy of previous tax return.

Taxpayer Name

First Name *

Last Name *

Taxpayer Email *

Taxpayer Phone Number *

Taxpayer Social Security Number *

Taxpayer Date of Birth *

YYYY-MM-DD

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time.

DRIVER LICENSE NUMBER/ID *

ID State *

ID Issue Date *

YYYY-MM-DD

ID Expiration Date *

YYYY-MM-DD

Occupation *

Are You Married?

Yes

Spouse First Name *

Spouse Last Name *

Spouse Social Security Number *

Spouse Email *

FILING STATUS

Select Filing Status *

Number of Dependents *

*Numerical only

Dependent # 1 Birthday

Dependent #2 Birthday

Dependent #3 Birthday

Dependent #4 Birthday

ADDRESS / MISC.

Address *

Street Address

City

State

Country

Postal code

How Did You Hear About Us? *

Name of Referral / Previous Client *

Payment Options

Payment Options *

Withhold Fees from Refund

Pay at Time of Filing

Bank Name *

Routing Number *

Account Number *

Type of Account *

Were you previously issued an Identity
Protection PIN (IP PIN) by the IRS?

IP Pin provided by IRS? *

Yes

Enter IP PIN *

Did you purchase health insurance through the Marketplace? *

Yes

I don't know what that is.

If you have not received your form 1095A form, please go to healthcare.gov to retrieve the form.

Have you received any letters from the IRS last year? *

Yes

Daycare

Did you have daycare expenses for your dependent(s)?

Yes

Education

Are you, your spouse or dependent enrolled in school and have received Form 1098T? *

Yes

Educational Expenses for you, your spouse or dependents, such as books, tution and fees, etc.

Please upload one or more files into the areas below.

Uploads will accept JPG, PNG and PDF files only.

You can select multiple files to upload for each section

by Shift or Cmd/Ctrl clicking files in the prompt.

Upload W2s

Upload 1099 Misc./1099 NEC Forms

Upload Social Security Card (For you and dependents) *

Upload Drivers License *

Upload (Utility Bill) If claimed Head of Hosuehold

Upload Additional Forms

I acknowledge that all information provided to Ari Tax & Financial Service, LLC is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information provided. Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a potentially criminal penalty situation and is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment. I waive Ari Tax & Financial Service and the preparer of any error due to incorrect information provided by me. By signing below, I authorize Ari Tax & Financial Service, LLC to file my tax return.

I acknowlege by signing this form if I and/or my spouse owes a federal/governement debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to Ari Tax & Financial Service, LLC at the time of service. Also, if the federal refund amount is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand Ari Tax & Financial Service, LLC will take legal action to collect the unpaid tax preparation fees.

Taxpayer Signature *

Clear