Welcome to SuperstarTax, where we simplify your tax season journey! Here's your first step towards a hassle-free tax refund quote experience. Fill in your information below with care, ensuring every detail is accurate. Let's embark on this path to making tax season effortless and rewarding. Ready to begin?
First Name:
Last Name:
Email:
Phone:
Date of Birth:
Occupation:
Were you self employed, W-2 employee, or both?
Self Employed / Contract Worker / Business Owner
W-2 Employee
Both
Social Security Number (Include Dashes):
Who were you referred by?
Address Line 1:
Address Line 2:
City:
State:
Zip Code:
Dependent First Name:
Dependent Last Name:
Dependent Date of Birth:
Relationship
Son
Daughter
Foster Child (Placed By Agency)
Niece
Nephew
Parent
Grandparent
Grandchild
Aunt
Uncle
Sister
Brother
Stepchild
Stepbrother
Stepsister
Dependent Social Security Number (Include Dashes):
Is dependent a US Citizen?
Briefly explain why the parent is not claiming dependent. (If dependent is not son, daughter, foster child, or stepchild).
Filing Status
Single
Head of Household
Married Filing Joint
Married Filing Separate
Widowed
Nonresident Alien
Are you a US Citizen or Green card holder?
Did the Taxpayer work in 2023?
Did you, your spouse or any dependents attend college in 2023?
If yes, please upload your 1098-T for up to $2,000 Tax Credit:
If you are self employed, what is your income?:
Did you purchase your first home last year?
Are you filing business taxes?
Did you recieve a refund last year?
Can anyone else claim the dependents listed above?
Did you pay daycare or tution for a child under 13?
If yes, please upload payment statements or receipts here:
Were you audited by the IRS last year?
Did you, your spouse or dependents receive health insurance through the Marketplace in 2023 and receive Form 1095-A?
if yes please upload form 1095-A:
Did you or your spouse receive unemployment benefits in 2023?
if yes please upload form 1099-G:
Did you purchase an electric vehicle?
Did you make energy efficient improvements to your home? Ex. Installed Solar Panels
Did you or your Spouse receive government assistance in 2023? (ex: SNAP (food stamps), Medicaid or Section 8 housing assistance?
Did you or your spouse pay any medical or dental expenses in 2023? (This does not include insurance premiums)
Did you or your spouse receive social security benefits in 2023?
if yes please upload form 1099-SSA:
Do you or your spouse own a rental property?
Did you or your spouse have any gambling winnings in 2023?
Did you or your spouse make any charitable contributions in 2023? (Goodwill, Salvation Army, Church etc.)?
Did you or your spouse make any charitable cash contributions of $300 or more in 2023?
Did you or your spouse withdraw money from their 401k in 2023?
if yes please upload form 1099-R:
Did you or your spouse receive any earnings from interest or dividends in 2023?
Do you have an IP PIN number?
Idenity Protection Pin
Business Name (If filing business tax)
Business Website
Tax Documents (W2, 1099, Unemployment, 1098-T, Ect.):
ID/Driver License:
Social Security Cards for Each Individual on Return:
Proof of residency for HOH filers (utility bill, lease agreement, rent receipts, etc)
Other Documents ( Expense Reports, Daycare Payments, Etc.):
Bank Information:
To apply for our tax advance loan or to receive your tax refund through direct deposit, please provide your complete and accurate banking details below:
Would you like to apply for SAME DAY advance up to $7,000?
If yes, do you need a debit card?
Would you like your tax refund direct deposited into your bank account? If so, please complete bank information below:
Bank Name:
Routing Number:
Account Number:
Have you double checked your account number for accuracy? SuperstarTax is not responsible for IRS delays due to inaccurate information:
Would you like to receive a text message when your refund is funded?
I acknowledge that all information provided to SuperstarTax 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 Its SuperstarTax and the preparer of any error due to incorrect information provided by me. By signing below, I authorize SuperstarTax to file my tax return. I acknowledge by signing this form that if I and/or my spouse owes a federal/government debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to SuperstarTax 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 SuperstarTax will take legal action to collect the unpaid tax preparation fees.
Consent of Use for Tax Return Information
For the purposes of this consent form, “we,” “us,” and “our” mean _________________________
(Printed Name of Tax Preparer)
Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use your tax return information for purposes other than the preparation and filing of your tax return without your consent.
You are not required to complete this form to engage in our tax return preparation services. If we obtain your signature on this form by conditioning our tax preparation services on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.
If you do not consent, you may still have your tax return prepared and electronically filed by us for a fee.
For your convenience, we have entered into an arrangement with third parties to provide qualifying taxpayers with the opportunity to apply for an Electronic Refund Disbursement Service and/or Loan product. To determine whether these products may be available to you, we will need to use your tax return information in order to calculate the amount of your anticipated refund.
If you would like us to use your tax return information to determine whether these products may be available to you while we are preparing your return, please sign and date this consent to the use of your tax return information.
By signing below, you authorize us to use the information you provide to us during the preparation of your 2023 tax return to determine whether to present you with the opportunity to apply for these products and services.
Printed Name of Taxpayer: _____________________________________________________ Taxpayer Signature: ___________________________________ Date:_________________ Printed Name of Joint Taxpayer (if applicable):______________________________________ Joint Taxpayer Signature (if applicable): ____________________ Date:_________________
If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by e-mail at complaints@tigta.treas.gov.
Tax Payer First Name:
Tax Payer Last Name:
Today's Date:
SuperstarTax values the relationship we have with all of our clients. We are in the business to provide you with the absolute best service you can have. With saying that, we would like to remind you that we are providing you a service NOT a refund. You as a taxpayer have the choice to pay your tax preparation fees by one of the following: cash, check, money order, credit card, or directly from your refund*.
*If you choose to have the tax preparation fees taken from your refund and for whatever reason your taxes are intercepted, YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES! Please contact us immediately at our office for payment or payment arrangements. By signing your return you are agreeing to pay the preparation fees regardless if your refund was received or not. After 90 days from the date the refund was scheduled to arrive if no payment or payment arrangement is made, we will be forced to put your account into collections and/or debit your bank account. We offer payment plans to avoid placing any clients into collections. Please allow us to work with you.
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