test - Epiphany Tax Services

Full Name *

Email *

Phone

By submitting this form, you are consenting to be contacted by phone and/or email to receive consultation services, and promotional emails and/or text from: Epiphany Tax Services

If you are human, leave this field blank.

Customer Qualification Form

Do you have 1(one) of the following Identification(s): Stated ID or Driver’s License; Passport; Green Card; Employment Authorization Card *

Yes

Do you have Social security card required for all dependents claimed - readily avaiable? *

Yes

Have you gathered all of your Income documents? ie: W-2, 1099; Unemployment; Self-Employment (1099-MISC/NEC); Retirement Pension/IRA/Annuity; Traditional IRA; Social Security; Interest (1099-T, 1099-DIV, 1099-B, 1099-SA); Payment Card and Third-Party Network Transactions, and Gambling Income *

Yes

Have you gathered your Childcare documents? ie: Statement of total payment(s) and childcare provider(s); Tax Identification Number or Social Security Number *

Yes

Do you have your proof of healthcare documents available? ie: 1095-A (if applicable); Statement(s) of paid medical expenses *

Yes

If you attended Post-Secondary Educational programs - do you have your 1098-T and 1098-E; proof of School expenses paid; Student loan interest documentation? *

Yes

Do you have all documents of Home Ownership? ie: 1098-Property Taxes and Mortgage Interest statements *

Yes

Are you interested in hearing more about our Direct Deposit no interest Refund Advance of up to $1000 in 2 days after IRS Accepts! Or our up to $7000 interest applied loan deposits 2 days after IRS Accepts? *

Yes

If you are human, leave this field blank.