A picture of the building the company is located in. On the left, it shows a brick sign saying: 453 Grand, in the center, the Professional Assistance Plus sign is seen. On the right is the entry door below a sign for NBC Channel 12.

New Tax Client Form

* = required

Please check to make sure you are accessing this site through HTTPS. If you are, there should be a padlock in the address bar. Click here for Secure Site to get to the secure site.

Section 1: Contact Information

First, we need to get to know you as the tax payer better.

1. Taxpayer Full Name *

2. Address Line 1 *

3. Address Line 2 (Suite, Appt, PO box)

4. City *

5. State *

6. ZIP Code *

7. Email Address

8. Phone Number (No dashes or spaces) *

9. Can we text this phone number? *

Yes

10. Are you being claimed on someone else's return? *

Yes

Section 2: Household

* = required

Next, we need to figure out who is in your household.

Add Person

Name	Relation	Claiming

Section 3: Health Insurance

* = required

As of 2019, it is no longer required to carry health insurance. However, if you do have health insurance, we need to make sure you have the supporting paperwork.

1. Do you have health insurance now, or had health insurance for at least one month of the last year? If so, where does it come from? *

Marketplace / 1095-A

Private Seller / Government / 1095-B

Employer / 1095-C

No health insurance

2. Based on your selection, you do not have health insurance. You should not have received any 1095 series forms. Did you receive any?

Yes

Submit

Please go back and verify the information. Once you are done, please press the submit button below.

Submit

New Tax Client Form

Section 1: Contact Information

Section 2: Household

Section 3: Health Insurance

Submit

Edit Household

Delete Person