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Discover our Tax Hub

We have made our services clear and easy for you to navigate. Our self service hub allows you to pick the support option you need or fill out the questionnaire below to Get Your Tax Return Started !

Tax Document Checklist Itemized Deduction List Rental Property Worksheet Vehicle Expense Sheet Home Office Tracker Gambling Tracker

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Project: MTG *

Tax Year *

New or Returning Client?

Returning? Click Link

https://www.moralestaxgroup.com/secure-upload

Filing Status

FILING STATUS WILL BE ULTIMATELY DETERMINED BY INFORMATION GIVEN AND TAX PROFESSIONAL DISCRETION

Number of Dependents *

Full Name *

SSN or ITIN *

Date of Birth *

Include all dependent info

Describe your field here.

Upload Dependent Documents

Describe your field here.

First Name *

Last Name *

Street Address

City

State

Postal/Zip Code

Date of Birth

Social Security Number *

Occupation *

Phone Number *

Email Address *

Upload Driver's License or State ID *

Upload Social Security Card and/or ITIN

Income Sources : select all that apply *

Employed (W-2)

Unemployment (1099-G)

Self Employment (1099-NEC)

Investment Income (1099-B)

Retirement Income (1099-R)

Unsure or None

Upload ALL Income Tax Forms

Please upload one or more files into the areas below. Uploads will accept JPG, PNG and PDF files only. You can select multiple files to upload for each section by Shift or Cmd/Ctrl clicking files in the prompt.

Which of the following applies to you? (Must select one) *

I want to Itemize my Deductions (mortgage/ taxes/ registration/ donation/ tips/etc)

I paid a daycare or a nanny to care for my child 13 years or younger while I worked or looked for work. I can get a statement with their EIN/ SSN to provide this claim

I attended a college/ university/ community college/post-secondary institution/career school and paid eligible expenses that can be proven with a 1098T form

I paid charity/ tithes/ or given donations to community organizations and/or religious institutions

I paid student loan interest and received a 1098E

I had eligible medical expenses

I had energy and solar power expenses

I sold and/or purchased a home

I adopted a child or had a baby

I am in the military and had to move

I got separated/divorced paid or received alimony

Did you receive unemployment from any state or pay any unemployment back for overpayment?

None of the Above

Upload relevant documents

Reffered by:

Which is your preferred method of receiving the refund and/or paying what is due? *

Recieve refund by mail (may take upwards of 6-8 weeks to arrive.

Direct Deposit refund into a checking account (7-21 days)

Pay taxes due with bank account

Other

Bank Name

Routing #

Account #

Any Questions?

Other Upload

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info@moralestaxgroup.com
(628) 510-5055

Morales Tax Group

611 Gateway Blvd #120
So. San Francisco CA 94080
United States

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