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7 Tax Tips E-Book
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Taxes Intake

How are you filing taxes this year? *

Single
Married Filing Joint
Married Filing Separate
Head of Household
Qualifying Widower
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Taxpayer Info

First Name

Last Name

Date of birth

Phone *

Email *

Address

City

State

Postal code

Occupation

Job Title

Are you a full-time student?

Yes
No
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Are you totally and permanently disabled?

Yes
No
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Are you legally blind?

Yes
No
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Is this individual dependent of other?

Yes
No
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Upload Tax Documents

Spouse Information

Spouse First Name

Spouse Last Name

Spouse Address

Spouse City

Spouse State

Spouse Zip Code

Spouse Occupation

Spouse Job Title

Spouse SSN

Spouse Date of Birth

Are you a full-time student?

Yes
No
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Are you totally and permanently disabled?

Yes
No
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Are you legally blind?

Yes
No
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Is this individual dependent of other?

Yes
No
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Dependents

Dependent #1

Name

SSN

Date of Birth

Relationship

Dependent #2

Name

SSN

Date of Birth

Relationship

Dependent #3

Name

SSN

Date of Birth

Relationship

Dependent #4

Name

SSN

Date of Birth

Relationship

Dependent #5

Name

SSN

Date of Birth

Relationship

Dependent #6

Name

SSN

Date of Birth

Relationship

Tax Related Questions

Employment Status

Employed

Unemployed

Self-employed

Are you contributing to 401k or other pre-tax account?

Yes
No
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Do your dependents have tuition expenses?

Yes
No
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Do you have any expenses for child care?

Yes
No
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Do you have energy star rated improvements to your home?

Yes
No
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Are you currently renting?

Yes
No
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Do you own your own home?

Yes
No
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Did you sell any stock?

Yes
No
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Did you take money from your 401?

Yes
No
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Acknowledgment & Signature

* I confirmed that all information I entered here is accurate and true.  * I allow Robbye Wright Financial Services, LLC to capture my sensitive data like personal id, government id, social security number (SSN), and other information.  * I have read the terms and conditions and privacy policy of Robbye Wright Financial Services, LLC.  * By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

I confirmed that all information I entered here is accurate and true.

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