Fill out Customer Data Form Upload or email your documents to TriangleTaxGroup@gmail.com Having Problems? We’re here to help! Click to Call (919) 870-1099 1 Step 1 Customer Data Form First Namefirst name Middle NameMiddle name Last Namelast name Social Security Numberfull name Date of Birth (month/day/year)Date of Birth OccupationOccupation Addressfull name CityCity StateState Zip CodeZip Code Filing Statusfull name Emaila valid email addressemail PhonePhone Languagepick one!Did you receive the first stimulus check?YesNo Languagepick one!Did you receive the child tax credit advance?YesNo Languagepick one!Do you have marketplace insurance( Form 1095-A required)YesNo Languagepick one!Did you receive unemployment this year?YesNo Languagepick one!How did you hear about us?Social MediaRadioReferralOther Enter the name of the person who referred youfull name Countryselect your countrySelect ID TypeDrivers LicenseState IDPassport NumberOther ID NumberID Number ID Issue DateID Issue Date ID Expiration Date (mmddyyyy)ID Expiration Date Bank Information (For Direct Deposit Only) Name of BankName of Bank Account NumberAccount Number Routing NumberRouting Number CountryChecking or Saving AccountSelect Account TypeChecking AccountSavings Account Spouse Information First Namename Middle Namename Last Namename OccupationOccupation Emaila valid email addressemail Spouse Date of Birth (mmddyyyy)your full name Enter Spouse SSNfull name Dependents List dependents name, date of birth, social security number, relationship, and months lived in your home below. Dependents name, DOB, SSN, Relationship, Months lived in your home0 / ItemizeDo you itemize?YesNo Possible Legal Deductions Do you or any of your dependents attend college?select your countryDo you or any of your dependents attend college?YesNo Do you pay for child care?select your countryDo you pay for child care?YesNo Medical & Dental Expenses Paid $ Charitable Contributions: Taxes Paid on Real Estate Tax Personal Property Tax State Income Tax Interest Paid on Home Mortgage Educational Expenses (yearly totals) Student Loan Interest Post-secondary, Tution & Fees Fileuploadcloud_uploadUpload your documents here Submit keyboard_arrow_leftPrevious Nextkeyboard_arrow_right FormCraft - WordPress form builder Wait on Email or Call from us Shortly!
