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Onboarding
Return Taxes (2024)
1
2
3
4
Last Page
W2'S
- Document Upload
1. W2's
Maximum file size: 256 MB
3. W2's
Maximum file size: 256 MB
5. W2's
Maximum file size: 256 MB
2. W2's
Maximum file size: 256 MB
4. W2's
Maximum file size: 256 MB
Next
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2
3
4
Last Page
1099’s
- Document Upload
1. 1099’s
Maximum file size: 256 MB
2. 1099’s
Maximum file size: 256 MB
3. 1099’s
Maximum file size: 256 MB
4. 1099’s's
Maximum file size: 256 MB
5. 1099’s
Maximum file size: 256 MB
K1’s
- Document Upload
1. K1’s
Maximum file size: 256 MB
3. K1’s
Maximum file size: 256 MB
5. K1's
Maximum file size: 256 MB
2. K1’s
Maximum file size: 256 MB
4. K1’s
Maximum file size: 256 MB
Next
1
2
3
4
Last Page
Complete the info
PERSON 1
*
Select one
Self
Spouse
Child
Dependent
Birthdate 1
*
SSN 1
*
PERSON 3
Select one
Self
Spouse
Child
Dependent
Birthdate 3
SSN 3
PERSON 5
Select one
Self
Spouse
Child
Dependent
Birthdate 5
SSN 5
PERSON 2
Select one
Self
Spouse
Child
Dependent
Birthdate 2
SSN 2
PERSON 4
Select one
Self
Spouse
Child
Dependent
Birthdate 4
SSN 4
Next
1
2
3
4
Last Page
NOTE: Do you have additional info (ex: W2’s, SSN, Dependents, etc) to add? We will contact you to add them manually.
*
Select One
Yes
No
Self - occupation
*
Spouse - occupation
Refund Deposit Account Info
Trust Account Routing Number
*
Trust Account Number
*
PLEASE VERIFY ACCURACY OF THE ABOVE INFORMATION. ANY EDITS OR CORRECTIONS NEEDED ONCE THE AMENDMENTS WRITERS HAVE BEGUN TO WRITE, THEY WILL BE CHARGED.
*
* I acknowledge the editing fee and the information I am submitting is complete and accurate to the best of my knowledge.
*
* I acknowledge and agree to the donation of 20% of my total refund to TAT and further acknowledge and agree to the automatic deduction from the refund.
Submit
Onboarding
Return Taxes (2021)
1
2
3
4
Last Page
W2'S
- Document Upload
1. W2's
Maximum file size: 256 MB
3. W2's
Maximum file size: 256 MB
5. W2's
Maximum file size: 256 MB
2. W2's
Maximum file size: 256 MB
4. W2's
Maximum file size: 256 MB
Next
1
2
3
4
Last Page
1099’s
- Document Upload
1. 1099’s
Maximum file size: 256 MB
2. 1099’s
Maximum file size: 256 MB
3. 1099’s
Maximum file size: 256 MB
4. 1099’s's
Maximum file size: 256 MB
5. 1099’s
Maximum file size: 256 MB
K1’s
- Document Upload
1. K1’s
Maximum file size: 256 MB
3. K1’s
Maximum file size: 256 MB
5. K1's
Maximum file size: 256 MB
2. K1’s
Maximum file size: 256 MB
4. K1’s
Maximum file size: 256 MB
Next
1
2
3
4
Last Page
Complete the info
PERSON 1
*
Select one
Self
Spouse
Child
Dependent
Birthdate 1
*
SSN 1
*
PERSON 3
Select one
Self
Spouse
Child
Dependent
Birthdate 3
SSN 3
PERSON 5
Select one
Self
Spouse
Child
Dependent
Birthdate 5
SSN 5
PERSON 2
Select one
Self
Spouse
Child
Dependent
Birthdate 2
SSN 2
PERSON 4
Select one
Self
Spouse
Child
Dependent
Birthdate 4
SSN 4
Next
1
2
3
4
Last Page
NOTE: Do you have additional info (ex: W2’s, SSN, Dependents, etc) to add? We will contact you to add them manually.
*
Select One
Yes
No
Self - occupation
*
Spouse - occupation
Refund Deposit Account Info
Trust Account Routing Number
*
Trust Account Number
*
PLEASE VERIFY ACCURACY OF THE ABOVE INFORMATION. ANY EDITS OR CORRECTIONS NEEDED ONCE THE AMENDMENTS WRITERS HAVE BEGUN TO WRITE, THEY WILL BE CHARGED.
*
* I acknowledge the editing fee and the information I am submitting is complete and accurate to the best of my knowledge.
*
* I acknowledge and agree to the donation of 20% of my total refund to TAT and further acknowledge and agree to the automatic deduction from the refund.
Submit
Onboarding
Return Taxes (2022)
1
2
3
4
Last Page
W2'S
- Document Upload
1. W2's
Maximum file size: 256 MB
3. W2's
Maximum file size: 256 MB
5. W2's
Maximum file size: 256 MB
2. W2's
Maximum file size: 256 MB
4. W2's
Maximum file size: 256 MB
Next
1
2
3
4
Last Page
1099’s
- Document Upload
1. 1099’s
Maximum file size: 256 MB
2. 1099’s
Maximum file size: 256 MB
3. 1099’s
Maximum file size: 256 MB
4. 1099’s's
Maximum file size: 256 MB
5. 1099’s
Maximum file size: 256 MB
K1’s
- Document Upload
1. K1’s
Maximum file size: 256 MB
3. K1’s
Maximum file size: 256 MB
5. K1's
Maximum file size: 256 MB
2. K1’s
Maximum file size: 256 MB
4. K1’s
Maximum file size: 256 MB
Next
1
2
3
4
Last Page
Complete the info
PERSON 1
*
Select one
Self
Spouse
Child
Dependent
Birthdate 1
*
SSN 1
*
PERSON 3
Select one
Self
Spouse
Child
Dependent
Birthdate 3
SSN 3
PERSON 5
Select one
Self
Spouse
Child
Dependent
Birthdate 5
SSN 5
PERSON 2
Select one
Self
Spouse
Child
Dependent
Birthdate 2
SSN 2
PERSON 4
Select one
Self
Spouse
Child
Dependent
Birthdate 4
SSN 4
Next
1
2
3
4
Last Page
NOTE: Do you have additional info (ex: W2’s, SSN, Dependents, etc) to add? We will contact you to add them manually.
*
Select One
Yes
No
Self - occupation
*
Spouse - occupation
Refund Deposit Account Info
Trust Account Routing Number
*
Trust Account Number
*
PLEASE VERIFY ACCURACY OF THE ABOVE INFORMATION. ANY EDITS OR CORRECTIONS NEEDED ONCE THE AMENDMENTS WRITERS HAVE BEGUN TO WRITE, THEY WILL BE CHARGED.
*
* I acknowledge the editing fee and the information I am submitting is complete and accurate to the best of my knowledge.
*
* I acknowledge and agree to the donation of 20% of my total refund to TAT and further acknowledge and agree to the automatic deduction from the refund.
Submit
Training
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Onboarding
Form
(Trust 3)
What do you want your legacy trust named as?
(We recommend naming it something that could not be associated with your name easily i.e. Freedom Legacy Trust)
TRUSTEES
The party named to care for and manage trust property and assets (can be same as Grantor)
Must be over 18
.
Trustee 1 Full name
Trustee 2 Full name
SUCCESSOR TRUSTEE: The backup trustee
All successor trustees will be activated at the same time should something happen to main trustee(s).
Must be over 18
.
Successor Trustee 1 Full name
Successor Trustee 2 Full name
BENEFICIARIES
The party for whose benefit the trust was created; have material interests in the trust assets.
Beneficiary (Legacy Trust Name)
GRANTORS
The party(ies) creating and funding the trust. There can be up to two grantors (I.e. husband / wife)
Must be over 18
.
Grantor 1 Information & Trust Mailing Address:
FIRST NAME
MIDDLE NAME
LAST NAME
SSN
PHONE NUMBER
EMAIL
ADDRESS
CITY
STATE
ZIP CODE
COUNTY (not country)
Grantor 2 Information:
FIRST NAME
MIDDLE NAME
LAST NAME
SSN
PHONE NUMBER
EMAIL
* PLEASE VERIFY ACCURACY OF THE ABOVE INFORMATION. ANY EDITS OR CORRECTIONS NEEDED ONCE THE TRUST WRITERS HAVE BEGUN TO WRITE YOUR TRUST WILL BE CHARGED AT $500 PER PAGE.
I acknowledge the editing fee and the information I am submitting is complete and accurate to the best of my knowledge.
Submit
