Start A Tax Return

Client Tax Form

Welcome To Premier Tax Mgt Quick Start

“Get ready to unleash to Let Premier Tax Mgt give you unprecedented tax services. Let’s start with the basics questions and we will do the rest.

Will anyone be claiming you or plans on Claiming you as their Dependent this Tax season?

This can be very tricky. We ask this question because the IRS will only allow one person to Claim you. You have to claim yourself or someone has to claim you if you qualify. If Yes continue with the form and we will figure out how to help you. With that in mind,

LET’S BEGIN!!!. let’s start with some basic information.

First Name

Middle Name

Last Name

Phone/Mobile

What is Your Date of Birth?

What Is Your Social Security Number?

What Is Your Filling Status?

Are you filing as Employee or Self Employed?

What is Your Current Occupation?

Spouse’s First Name

Spouse’s Middle Name

Spouse’s Last Name

What Is Spouse’s Social Security Number?

What is Spouse’s Date of Birth?

Are you in College?

Do You Have Dependents?

Dependent Information

Relationship	Full Name	SS#	Birth Date

Are any/all of your dependents under 24 and a full-time student, or any age and disabled?

Are Your Dependents in College?

Did A Person or Organizations (Company ) Provide Child Care?

Do you have a Mortgage?

Have you ever been denied the Earned Income Tax Credit?

If the IRS rejected one or more of these credits: EITC, CTC, ACTC or AOTC, you may have received a letter stating that the credit was disallowed. Keep filling out the forms and we will see what can be done to fix this issue.

Do you have an IRS PIN?

Not a problem. We will remind you and ask for it later.

What is your Pin #

Would You Like Refund Cash Advance?

Congratulations You are all done. All we need is for you to upload your files and we will begin processing your Return.

Upload all Documents

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NEED HELP? 312-610-3838

Welcome To Premier Tax Mgt Quick Start