CMM | TAX SERVICES

NOW ACCEPTING NEW CLIENTS

Do you need your 2022 Tax completed? Cash Advance are Available Starting January 2, 2023. You can receive up to $7,000

We offer over $10,000 or more In tax returns after all of our fees.

Welcome to CMM Tax Service, where we specialize in maximizing refund amounts for individuals with business taxes. We understand that every client's financial situation is unique, which is why we offer a customized approach to meet your specific needs. Our team of experts is committed to providing exceptional service to ensure that you receive the highest possible refund.
We are pleased to offer a cash advance of up to $7000, regardless of your employment status or number of dependents. Our goal is to provide financial assistance to all of our clients, regardless of their circumstances. Rest assured that our team is dedicated to helping you achieve your financial goals, and we are ready to assist you every step of the way. Contact us today to learn more about our services and how we can help you maximize your refund.

Tax Prep

2023 Tax Prep Questionnaire and Appointment

Tax Prep Questionnaire

This is a pre-tax preparation Questionnaire.

**Please Take Note 2021 Tax Season was like no other.

Your return may not resemble a return you received last year. **

We also take people that did not have a W2, 1099 or No dependents.

If you are self employed, We can also maximize your refund.

First Name

Last Name

Do you have an IRS IP-PIN? If yes what is your IP PIN# *

What is your filing Status Filling Status:? If filing status is (2) or (3) provide spouse information *

Dependents: (FirstName MI LastName, DOB, SSN, and relationship to you (ex. son, daughter, nephew, etc) for all dependents)

PHONE

SPOUSE: DOB (MM/DD/YYYY)

YOUR DOB (MM/DD/YYYY) *

What is your MAILING address? ( Need Reliable Address)

City & Zip

SSN (###-##-=####) *

Do you have an IRS IP-PIN? If yes what is your IP PIN# *

Gender?

SPOUSE: Full Name (First MI Last)

Dependents: (FirstName MI LastName, DOB, SSN, and relationship to you (ex. son, daughter, nephew, etc) for all dependents)

How would you prefer your return? Direct Deposit, Check, or Prepaid Debit Card? Please Print Account Number & Bank Name

Provide Routing Number

How much was your 2020 tax return? *

Did you have insurance through the Market Place Yes or No *

Are you able to provide 2 year previous tax return? *

How much was your 2021 tax return? *

Please remember this year tax return will NOT look like the last two years. Alot of the previous credits have either been reduced or completly deleted. With this info what is the IDEAL amount you're look to receive? *

Are you or one of your dependents in college? If so what is the name of the School and how long have you or dependent been attending. If the answer is no respond with N/A. *

DEPENDENT CHILD CARE ADDRESS AND EIN(FOR BUSINESS) SSN (NON BUSINESS)

BUSINESS: If yes please tell us the NAME of your business, & EIN

BUSINESS: Please provide business address.

UPLOAD W-2

Upload File

Other W2

Upload File

UPLOAD 1099

Upload File

Upload Front ID

Upload File

UPLOAD any other documents that are needed for filing

Upload File

DEPENDENT CHILD CARE: If yes Please provide the name the childcare program or persons who watches your child/children.

DEPENDENT CHILD CARE: Do you have a dependent that is in childcare? *

Do you have a cash business?

BUSINESS: Provide your business EIN

CASH ADVANCE: Do you want to apply for a cash advance? ( You can receive up to $7K on your tax return. *

LAST QUESTION: How did you hear about us or Who reffered ? *

Do you consent to receive and sign your documents remotely? *

UPLOAD Business Financials

Upload File

I declare that the info I’ve provided is accurate & complete. I also give permisssion for Fatimah to file my taxes for this tax period.

Thanks for submitting!

Contact

Email: Fatimah@cmmtaxservices.com

Phone: 404-953-9743