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Income Tax Application

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Taxpayer Name*

Spouse Name

Your Date of Birth*

Taxpayer Social

What Tax Year Are You Filing*

Are You or Your Spouse Totally Blind?

Email Address

Send My Tax Return To This Email For My Signature*

Complete Address

Phone No.*

Have You Experienced ANY Identity Fraud? Do You Have an IRS PIN?

Are You Applying For The Holiday Loan? Nov-Dec ONLY

Are You Applying for the Tax Advance loan?

Client Status*

Select an option

Your Tax Professional*

Who referred you?

Filing Status*

If Single, can anyone else claim you?

Are you a College Student?

What is your occupation or position?*

Do You Have Any Outstanding Debts? If unsure call 800-304-3107

Income Source*

Select an option

Did You Receive Unemployment?

If You Are Self- Employed, Do You Have an EIN?

If You Are Self-Employed, Would You Like To Apply For An EIN or LLC?

Select an option

What type of health insurance did you have for this tax year?*

Qualifying Dependents Information- Name(s), D.O.B, SSN

Totally Disabled Dependents- Must show SSI Award Letter or Medical Letter

Credit(s) Eligibility- Do you understand that you must prove the following to claim someone as your dependent/ child...

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  • Proof of Residency for the dependent (Lease or School enrollment, Gateway Letter, etc.) *You only need to show 1 of these documents.

  • Proof of Relationship- (Birth Certificate or Legal document)

  • Proof of Age (Birth Certificate or ID)

Have Your Dependent(s) lived with You for More Than Half of the Tax Year you are Filing for, & You Provided Majority of The Support for Him/Her?

What type of health insurance does your dependents have

Please select ALL credits that you are applying for

Did you file taxes last year?*

Refund Advantage Options/ Bank

Direct Deposit Information

Are You Interested In Any Other Services

Will you be moving to a new address soon?

Will You Like to Donate to Our Partnering Non-Profit Organization to Assist Homeless Women Who Are Impacted By The Criminal Justice System?

General Documentation- (Please explain any questions you may have regarding requested documents)

Questions or Concerns?

Electronic Signature*

Today's Date

Once you complete and submit your application, please allow 24 hours for one of our Tax Professionals to contact you to confirm this application. You may be required to send us additional documents to complete your return. You will then complete an interview via phone. Once ALL documents are received, and your interview is complete, your taxes will be finalized and scheduled for your review of accuracy and signatures.

YOU MAY DOWNLOAD OUR MOBILE APP.. CLICK Income Tax-Mobile App Above


Required Documents: 

Please email  ALL  documents to... documents@oneaccordtax.com OR directly to your Tax Preparer (Call for their email address)

OR Download the Mobile App to upload your documents

OR fax : 678-348-7568

  • ID/DL- 18+ (Must Not Be Expired)
  • SS Card(s) (New Clients & New Dependents ONLY)
  • Dependents- Birth Certificates (New Dependents ONLY) (0-16yrs old)
  • Dependents Residency/ Proof of Enrollment from School or Medical Letter
  • Dependents Proof of Address (School Document showing home address OR a Lease showing kids name on it, etc.)
  • Proof of Head of household-  Please provide one of the following...
  1. Lease OR 
  2. Bank Statement OR 
  3. Mortgage Statement OR 
  4. 2 Utility Bills
  • W2's &/OR 1099's (If applicable)
  • If Self-employed- You may show receipts, EIN Letter, Cash-App receipts, Invoices,  Zelle, 12 mo. Bank Statements, etc.
  • Unemployment Statement/ 1099-G
  • Healthcare Coverage Form (1095) A- for Market Place Insurance
  • Any Letters from the IRS that you have received
  • Childcare Expenses/ If your child/ren attended daycare
  • College Tuition Expense or College Credit (1098-T)
  • Letter 6419- Advance Child Tax Credit Payments (for 2021 tax year only)
  • Letter 6475- EIP Payments (for 2021 tax year only)
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