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Tax Individuals form

Don’t know what deductions you qualify for? Need to know how to reduce your tax liability? From 15, 30, to 60 minutes, meet one-on-one with an expert and get the answers you're looking for.

Email address

What's your situation when it comes to filing taxes?

What are your sources of income? (Check all that apply)

Job Income: You receive a W-2 from your employer
Self-Employed or Freelance Work: You get paid as a freelancer or contractor (1099-NEC, 1099-K)
Stock Sales: You have earned income from selling stocks (1099-B)
Crypto Sales: You have earned income from selling crypto (1099-B)
K-1 Income: You receive income from an S-Corp, partnership, or trust (K-1)
Interest or Dividends: You earn interest or dividends from savings or investments (1099-INT, 1099-DIV)
Rental Property: Receive a 1099 from renting out property
Foreign: You have a foreign bank account

Job Income

Self-Employed

Stocks

Crypto

K-1

Interest/Dividends

Rental Property

Foreign

I’m a Student

Unemployment Income

Select all that apply to help us find the best tax deductions and credits for you.

I paid mortgage interest or property taxes

I have children or other people I support

I paid student loan interest

I donated to charity

I had medical expenses

Not applicable

Which states have you worked in or had business activities in?

Please check the box for your home state and any other states where you've worked or done business. You might need to choose more than one state if you've worked in places other than where you live. Select all that apply.

Alabama

Alaska

Arizona

Arkansas

California

Colorado

Connecticut

Delaware

Florida

Georgia

Hawaii

Idaho

Illinois

Indiana

Iowa

Kansas

Kentucky

Louisiana

Maine

Maryland

Massachusetts

Michigan

Minnesota

Mississippi

Missouri

Montana

Nebraska

Nevada

New Hampshire

New Jersey

New Mexico

New York

North Carolina

North Dakota

Ohio

Oklahoma

Oregon

Pennsylvania

Rhode Island

South Carolina

South Dakota

Tennessee

Texas

Utah

Vermont

Virginia

Washington

Washington D.C.

West Virginia

Wisconsin

Wyoming

Which tax years do you need to file for?

Check all the years you need to submit your taxes for. If you've missed filing for any past years or are preparing for the current year, make sure to select those years.

2024 (current)

2023

2022

2021

2020

2019

2018

2017

2016

Do you have Taxable interest and dividend income exceeding $1,250 ($2,500 if married, filing jointly) during the tax year?

If you meet this requirement, you'll be required to file a TENNESSEE state return.

Yes

Do you have Taxable interest and dividend income exceeding $2,400 ($4,800 if married, filing jointly) during the tax year?

If you meet this requirement, you'll be required to file a NEW HAMPSHIRE state return.

Yes

Would you like to bundle all add-ons for maximum savings?

Get all premium add-ons at a discounted price of $300 (save $100!). This bundle includes:

Premier Pro: Upgrade to work with a top-ranking tax professional
Taxfyle Protection: Assistance in case of an audit
Advisory Video Call: Extend your video call time for personalized support
Expedited Delivery: Fast-track your return with 2-day rush delivery

Do you want to upgrade to match with a Premier Pro?

Select "Yes" if you want one of our top-ranking tax professionals who are known for their exceptional service and expertise on the platform.

Please note: This premium service is available for an additional $100, offering you exclusive access to our most sought-after professionals.

Would you like Taxfyle protection?

In the event of an audit by the IRS or any other United States tax authority, Taxfyle will reconnect you with your Tax Pro for further consultation. Audit Protection is only available for Individual Returns.

Taxfyle Protection: $70

Would you like to add a video call to your job?

Your plan includes a **15-minute video call at no extra charge**. If you need more time, you can extend the call for an additional fee, which will replace the included 15 minutes. Please select the duration that works best for you and coordinate the date and time directly with your Taxfyle Pro through chat.

How fast do you need your return completed?

Please note that selecting a faster turnaround comes with an additional charge. To facilitate a quicker turnaround, you must upload all your documents promptly. Remember, if you choose a rush option but fail to provide all necessary information on time, we cannot refund the extra fee.

Standard Turnaround: Our usual processing time is 7 days from when your Pro confirms receipt of all documents required to complete your taxes.
Two-Day Rush: For an additional $200, get your taxes filed in 2 days. Be advised this is from when your Pro has confirmed receipt of your required documents.

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Taxes are done best by Pros.

What to expect:

Submit the form: Fill out the tax advisory form with your details.

Make a payment: Complete the payment process to confirm your booking.

Check your email: Look for an email from us with a link to your tax advisory session.

Access the Platform: Use the link within the email to log into our platform to set your availability.

Talk to a Pro: It's time for your advisory. Ask the tax questions you'd like during the video call.