Visit our Location

250 Main Street, New York

Give Us a Call

(610) 580 - 0689

Send Us a Message

[email protected]

Opening Hours

Mon - Friday: 9AM - 6PM

File Remotely

Remote work offers flexibility, shorter commutes, and a quieter environment, and can also simplify tax filing.

Tax Pilot is a virtual tax service providing accurate returns, a flat fee, and a free wealth transfer consultation. With our secure online filing form and mobile app, you can file your taxes easily from anywhere—no office visit required.

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Complete Your Client Intake Form Below

Office: Tax Pilot

Preparer: Raymond Quill

Office Phone: 610-580-0689

E-Mail: [email protected]

How will you provide documents? *

Tax Payer Basic Information

Full Name *

Taxpayer's Social Security Number *

Taxpayer's Occupation *

Taxpayer's Date of Birth *

Taxpayer's Identification *

Can you be claimed as a dependent on someone else's tax return? *

Upload Taxpayers Identifcation and SS Card.

Taxpayer's Identification *

Taxpayer's Identification Copy

Taxpayers Social Security Card *

Taxpayers Social Security Card

Taxpayer's Contact Info

Phone *

Email *

Mailing Address

Address *

Apartment Number

City *

State *

Postal code *

School District (Put unknown if you don't know)

County (Montgomery, Fairfax, Howard, etc...)

Spouse Information

Spouse's Name (as it appears on social security card)

Spouse's Occupation

Spouse's Date of Birth

Spouse's Social Security Number

Spouse Identification

Spouse's Identification

Upload Spouse Documents

Spouse's Social Security Card

Spouse's Identification Upload

Qualified Dependents

If you have any dependents that you are claiming please select yes.

Do you have any dependents to claim? *

Yes

1st Dependent Information

1st Dependents Full Name (as it appears on social security card) *

1st Dependents Date Of Birth (Ex 04 month / 07 Day / 1998 Year) *

1st Dependents Social Security Number ( Ex: XXX - XX - XXXX) *

Did dependent live with you for more than 6 months *

Yes

Dependent 1 Relationship EX: [ Son, Daughter, Nephew ] *

Upload Copy Of Dependents SS Card *

Upload Copy Of Dependents SS Card

2nd Dependent Information

2nd Dependents Full Name (as it appears on social security card)

2nd Dependents Date Of Birth

2nd Dependents Social Security Number (Format ex: XXX - XX - XXXX )

Did 2nd dependent live with you for more than 6 months

Yes

Dependent 2 Relationship EX: [ Son, Daughter, Nephew ]

Upload Copy Of 2nd Dependents SS Card

3rd Dependent Information

3rd Dependents Full Name (as it appears on social security card)

3rd Dependents Date Of Birth

3rd Dependents Social Security Number

Did 3rd dependent live with you for more than 6 months

Yes

Dependent 3 Relationship EX: [ Son, Daughter, Nephew ]

Upload Copy Of 3rd Dependents SS Card

ACA/Health Insurance Compliance Questionnaire

Did you have to pay out of pocket for any insurance through the Market Place? 1095 A Form *

Yes

Health Care Forms (1095 A, 1095 B, 1095 C) ***If you have Insurance through your job (1095B) or Insurance through your state (Medicaid) (1095C) You do not need these forms in order to file if you had insurance throughout the year. So if you don't have them it is okay!)Untitled

Did you or your dependent attend College in 2023? *

Yes

Education Information

Name of Person attending College *

What was the name of the College? *

What Degree are you pursuing? *

Did the student attend at least half time? *

Yes

FOR TAXPAYERS CLAIMING COLLEGE TAX CREDITS: Please remember to upload copies of the Form 1098T that you received from the college AND a copy of the Bursar's statement from the college showing the Spring and/or Fall semester charges and payments. The Credit applies to all payments made in cash or via student loans to tuition, fees and related expenses. IT does NOT apply to Room and Board or travel *

PLEASE UPLOAD 1098T FORM HERE

How would you like your advance/refund deposited?

Refund Deposit Method *

Checking/Savings

Printed Check

Your prepaid card (cashapp, chime, netspend, greendot, etc)

Net Spend Card

Are you interested in a Refund Cash Advance? Qualify up to $7,000 *

Yes

Please Fill In Your Direct Deposit Information

Bank Name *

Bank Routing Number *

Bank Account Number *

Please Confirm

Confirm Bank Routing Number *

Confirm Bank Account Number *

Did you verify your Direct Deposit? *

Yes

PLEASE WATCH BEFORE SUBMITTING

CONSENT FOR PAYMENT

We here at TAX PILOT LLC, value the relationship we have with all of our clients. We are in the business to provide you with the absolute best service you can have. With saying that, we would like to remind you that we are providing you a service NOT a refund. You as a taxpayer have the choice to pay your tax preparation fees by one of the following: cash, check, money order, credit card, or directly from your refund*. *If you choose to have the tax preparation fees taken from your refund and for whatever reason your taxes are intercepted, YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES! Please contact us immediately at our office for payment or payment arrangements. By signing your return you are agreeing to pay the preparation fees regardless if your refund was received or not. After 3 months from the date the refund was scheduled to arrive if no payment or arrangement is made, we will be forced to put your account into collections. We hope we never have to go this route so please keep open communication with us so we can work with you! Thank you!

Warm Regards,

Raymond Quill

Owner/ERO/AFSP

TAX PILOT LLC

Please sign to indicate you give consent to CONSENT TO USE OF TAX RETURN INFORMATION Form *

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