Intake questionnaire

"*" indicates required fields

MM slash DD slash YYYY
2. Did you receive any unemployment this year?
4. Have you ever been married?
5. Did you participate in purchasing or selling virtual currency in 2022?
7. Is it okay if we send you text messages?
9. Have you ever been told that credits are reduced or disallowed?
10. Do you need to pay the first-time homebuyer credit?
11. Do you have anyone in your household over the age or 18 that makes $4,150 or more?
12. Does someone provide child care for you while you are working?
13. Do you receive any public assistance?
14. Did you receive all your stimulus payments?
• Property taxes • Mortgage Interest/1098 • Rent paid/Landlord statement • Utility bill • Social Security Cards/Statement • Grocery receipts • Property Insurance • Home Repair and maintenance receipts • School, Medical, or Daycare records • Child care provider documents • Place of Worship/Employer Statement • Divorce Decree/Separation Agreement
Max. file size: 256 MB.
• Property taxes • Mortgage Interest/1098 • Rent paid/Landlord statement • Utility bill • Social Security Cards/Statement • Grocery receipts • Property Insurance • Home Repair and maintenance receipts • School, Medical, or Daycare records • Child care provider documents • Place of Worship/Employer Statement • Divorce Decree/Separation Agreement
Max. file size: 256 MB.

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Contact
Raleigh, North Carolina
Office Hours
Tuesday: 10am - 4pm
Wednesday: 10am - 4pm
Thursday: 10am - 4pm
All other days by appointment only