CALL US TODAY · 866-305-8782
Home
File Here
Schedule C Form
Download
Privacy Policy
Resources
Where's My Refund?
ACA
IRS Publications
Income Tax Checklist
Mobile App
Withholding Calculator
Contact
File Here
Experienced Tax Professionals & Bookkeepers
File Here (*Required Field* No dashes for SS# or Phone#)
Are You a New Client?
Yes
No
* Filing Status:
Single
Married Filing Jointly
Married Filing Separate
Head of Household
Widow(er) w/ Dependent Child
*Taxpayer First Name:
Middle Initial:
*Taxpayer Last Name:
* Date of Birth:
* Social Security #:
Upload SS Card(s) (REQUIRED):
Upload File
Upload DL/State ID (REQUIRED):
Upload File
* Enter DL/ID#:
* Enter ID State:
Enter ID Issue Date:
* Enter ID Expiration Date:
Email:
* Phone:
Backup Phone Number (REQUIRD):
Enter Occupation:
*Physical Address:
Student OR Disabled:
Student
Disabled
Both
Neither
Full-Time College Student?
Yes
No
If So, Upload 1098-T or Grades From a Semester.
Upload File
Spouse First Name:
Spouse Middle Initial:
Spouse Last Name:
Spouse Date of Birth:
Spouse Social Security #:
Upload SS Card(s) (REQUIRED):
Upload File
Upload Spouse DL/State ID (REQUIRED):
Upload File
* Enter DL/ID#:
* Enter ID State:
Enter ID Issue Date:
* Enter ID Expiration Date
* Full-Time College Student?
Yes
No
If So, Upload 1098-T or Grades From a Semester:
Upload File
* Number of Dependents:
0
1
2
3
4
5
6
7
8
9
Dependent #1 Name:
Dependent #1 SS#:
Dependent #1 D.O.B.:
Relationship:
Son
Daughter
Foster Child
Grandchild
Step Child
Grandparent
Parent
Brother
Half-Brother
Step-Brother
Sister
Half-Sister
Step-Sister
Aunt
Uncle
Nephew
Niece
None
Other
If Brother/Sister/Niece/Nephew, Please Explain Reason Why They Are In Your Care Instead of With Parents:
Months in Home?
1
2
3
4
5
6
7
8
9
10
11
12
Child-Care Expenses:
Full-Time College Student?
Yes
No
If Student, Upload 1098-T or Picture of Grades From a Completed Semester:
Upload File
Dependent #2 Name:
Dependent #2 SS#:
Dependent #2 D.O.B.:
Relationship:
Son
Daughter
Foster Child
Grandchild
Step Child
Grandparent
Parent
Brother
Half-Brother
Step-Brother
Sister
Half-Sister
Step-Sister
Aunt
Uncle
Nephew
Niece
None
Other
If Brother/Sister/Niece/Nephew, Please Explain Reason Why They Are In Your Care Instead of With Parents
Months in Home?
1
2
3
4
5
6
7
8
9
10
11
12
Child-Care Expenses:
Full-Time College Student?
Yes
No
If Student, Upload 1098-T or Picture of Grades From a Completed Semester:
Upload File
Dependent #3 Name:
Dependent #3 SS#:
Dependent #3 D.O.B.:
Relationship:
Son
Daughter
Foster Child
Grandchild
Step Child
Grandparent
Parent
Brother
Half-Brother
Step-Brother
Sister
Half-Sister
Step-Sister
Aunt
Uncle
Nephew
Niece
None
Other
If Brother/Sister/Niece/Nephew, Please Explain Reason Why They Are In Your Care Instead of With Parents:
Months in Home?
1
2
3
4
5
6
7
8
9
10
11
12
Child-Care Expenses:
Full-Time College Student?
Yes
No
If Student, Upload 1098-T or Picture of Grades From a Completed Semester:
Upload File
Dependent #4 Name:
Dependent #4 SS#:
Dependent #4 D.O.B.:
Relationship:
Son
Daughter
Foster Child
Grandchild
Step Child
Grandparent
Parent
Brother
Half-Brother
Step-Brother
Sister
Half-Sister
Step-Sister
Aunt
Uncle
Nephew
Niece
None
Other
If Brother/Sister/Niece/Nephew, Please Explain Reason Why They Are In Your Care Instead of With Parents
Months in Home?
1
2
3
4
5
6
7
8
9
10
11
12
Child-Care Expenses:
Full-Time College Student?
Yes
No
If Student, Upload 1098-T or Picture of Grades From a Completed Semester:
Upload File
Dependent #5 Name:
Dependent #5 SS#:
Dependent #5 D.O.B.:
Relationship:
Son
Daughter
Foster Child
Grandchild
Step Child
Grandparent
Parent
Brother
Half-Brother
Step-Brother
Sister
Half-Sister
Step-Sister
Aunt
Uncle
Nephew
Niece
None
Other
If Brother/Sister/Niece/Nephew, Please Explain Reason Why They Are In Your Care Instead of With Parents:
Months in Home?
1
2
3
4
5
6
7
8
9
10
11
12
Child-Care Expenses:
Full-Time College Student?
Yes
No
If Student, Upload 1098-T or Picture of Grades From a Completed Semester:
Upload File
Dependent #6 Name:
Dependent #6 SS#:
Dependent #6 D.O.B.:
Relationship:
Son
Daughter
Foster Child
Grandchild
Step Child
Grandparent
Parent
Brother
Half-Brother
Step-Brother
Sister
Half-Sister
Step-Sister
Aunt
Uncle
Nephew
Niece
None
Other
If Brother/Sister/Niece/Nephew, Please Explain Reason Why They Are In Your Care Instead of With Parents:
Months in Home?
1
2
3
4
5
6
7
8
9
10
11
12
Child-Care Expenses:
Full-Time College Student?
Yes
No
If Student, Upload 1098-T or Picture of Grades From a Completed Semester:
Upload File
Are You Self-Employed?
Yes
No
Upload W-2(s):
Upload File
Upload 1099-Mis:
Upload File
Upload 1099-NEC:
Upload File
Upload 1099-SSA:
Upload File
Upload 1099-G:
Upload File
Upload 1098:
Upload File
Upload Student Loan Interest
Upload File
Upload 1099-Int(s):
Upload File
Upload 1099-Div(s):
Upload File
Upload Day Care Expenses:
Upload File
Upload K-1(s):
Upload File
Upload 1099-Q(s):
Upload File
Upload 1099-B(s)
Upload File
Upload Additional Docs:
Upload File
Upload Additional Docs:
Upload File
Did You, Spouse, and/or Dependents Have Health Coverage in 2023:
Yes
No
Some of the Year
If You Received a 1095-A, Please Upload Here:
Upload File
If Partial, How Many Months Did You Have Coverage?
1 Month
2 Months
3 Months
4 Months
5 Months
6 Months
7 Months
8 Months
9 Months
10 Months
11 Months
12 Months
Message:
Did You Receive a Refund Last Year?
Yes
No
Enter Payment Option:
Withhold Fees from Refund
Pay at Time of Filing
Filing Option:
E-File (10-21 Days
Interested in Credit Repair?
Yes
No
Do you receive any government assistance?
Yes
No
Did you receive unemployment in 2023?
Yes
No
* Electronic Signature (Permission to File):
Thank you for contacting us.
We will get back to you as soon as possible
Oops, there was an error sending your message.
Please try again later
Submit Your Tax Information Securely With Our Mobile App!
Income Tax Preparation * Tax Strategy
CORRESPONDENCE
4507 FM 1960
Houston, TX 77069
CONTACT
866-305-8782 Phone
Legallymaxincometaxllc@gmail.com
© 2025
All Rights Reserved | Legally Max Income Tax
Powered by MOXY Mobile Solutions
Share by:
