1) Driver's licenses/Government Issued ID 2)Social Security Cards (Everyone on Return) 3) Income Documents (W-2,1099, ECT) 4) Supporting Documents (If Applicable) 5) Home Based Business (If Applicable)

Please provide information in the following order: Name| DOB| SSN | Relationship

If applicable, please include all business documents in upload.

For business owners use only.

Click 'Next' to proceed to 'Additional Services'.

Are you completely satisfied with your current financial position?

Are you comfortable with your current debt to income ratio?

Are you saving for your retirement and/or children's education?

Do you have an emergency savings?

Are you 100% satisfied with your credit score?

Do you know how much you need to save monthly to hit your financial goals?

* www.TaxpayerInfo.com or call 888-875-8372

I, the above mentioned taxpayer/spouse, solemnly swear that the information that was forwarded to the tax preparer is true to the best of my knowledge. In no way am I attempting to file a fradulent claim by providing the tax preparer with false documentation. I understand that if the information is false or conjured, that I am liable to a fine and/or imprisonment by the federal and/or my local government. I also want to acknowledge that any wrong doing on my behalf,is not a reflection of the tax preparer. I also agree that if I receive a bank productm and the IRS does not fully deposit all or none of the feesm that I am liable to Aquila Financial for all or the unfounded portion of the fees, as well as any collection, and attorney fees in connection with the collection of my fees if I fail to pay the feels after thirty (30) days of being notified by Aquila Financial.