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Tax Information Questionnaire

Our Process:

Step #1: Complete Your Tax Filing Questionnaire/Upload Documents

Step #2: Receive Your Tax Quote via Text within 24 Hours

Step #3: Accept Your Tax Quote

(WE DON'T TRANSMIT WITHOUT YOUR PERMISSION)


Questions?

Text: (470)942-5050 or Email: Support@empoweryourgoals.com

Tax Filing Year of Interest
What is the desired outcome of your tax filing?
Receive maximum allowable refund
Demonstrate maximum income to purchase a home or obtain a loan (usually does not result in a tax refund)
Are You Interested in an Early Refund Advance (2025 Taxes Only)?
Yes
No
If yes, how much would you prefer? (The bank doesn't allow us to choose a specific amount. They make the determination within the choice amount you select. *Please see fee information below.)
Up to $1,000
$1,000 - $7,000

Early Refund Advance Details

  • Amount: Based on refund amount Up to $7,000

  • Eligibility: Not credit based; Based on refund amount and previous Advance history. About 95% of those that apply are approved. There is no fee or penalty if not approved.

  • Timing: Advance is usually sent to you within 24 hours of approval.

  • Repayment: The Advance is repaid directly from your tax refund once it is issued by the IRS/State (whichever is released first). 

  • Fees: Fee for Advance amount approved (due to increased bank fees on our end). Percentage is paid to Empowered Tax once received via Zelle, Chime, Venmo, or Debit/Credit. If not repaid, balance of tax refund will be held until received. There is no fee or penalty if not approved.

Are You Interested in the Fast Forward Program to Get Your Refund up to 5 Days Early?
Yes
No

This is not a loan. A $25 fee is deducted from your refund, if approved. Early deposit is not guaranteed and depends on IRS timing and your bank.

Taxpayer Information

Please provide your personal information as it appears on official documents.

Date of birth
Month
Day
Year
Filing status
Single (no dependents)
Married filing jointly
Married filing separately
Head of household
Qualifying widow(er)
Not Sure

Please provide your spouse information for married filing jointly returns.

Spouse date of birth
Month
Day
Year

Upload front and back of your driver's license or state ID. Accepted formats: PDF, JPG, PNG

Do you have an IRS Identity Pin? Or your dependents have a Pin?
No
If yes, below enter your 6 digit PIN number for 2025 (a new one is provided each year)

Your pin can be retrieved by mail or online: https://whttps://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin

Were you, your spouse, or any dependent registered in college? If yes, upload form 1098T below (if available)?
No
Yes
If you would like your tax refund (if any) deposited directly into your bank (Please double check for accuracy)
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