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WHO WE ARE

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At ORIGIN SUPPORT GROUP TAX SPECIALISTS, our goal is to provide essential resources and expert advice on tax preparation, helping clients navigate complex tax situations with ease.

OUR SERVICES

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Areas of Specialization

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"The team was incredibly knowledgable and helpful, making the tax process easy. "

Alexa Young, CA

Client Intake Form

Preparer selection
Filing status

Personal information

Are you a U.S. Citizen?
Yes
No
Legally blind?
Yes
No
Permanently disabled?
Yes
No
Are you legally married?
Yes
No
Are you legally married?
Yes
No
Start Date
Month
Day
Year
Multi-line address
Government assistance?
Yes
No

Dependent information

Do you have dependents?
Yes
No
Attending college?
Yes
No
Daycare/aftercare attendance
Yes
No

EITC Questionnaire

Did you live with your spouse at any time during the year?
Yes
No
Did you live with any other person who could be claimed as a dependent?
Yes
No
Did you provide over half the cost of keeping up a home for yourself and a qualifying person?
Yes
No
Did you have a child under age 19 (or under 24 if a full-time student) who lived with you for more than half the year?
Yes
No
Did you have a child who lived with you and who you can claim as a dependent?
Yes
No

Dependent Answers

Please respond according to the previous question.

Is the adjusted gross income of the dependent less than $4,300?
Yes
No
Can you claim the dependent on your return?
Yes
No
Self Employment?
Yes
No
Do you confirm that all the answers provided above are accurate, correct, and complete to the best of your knowledge?
Yes
No

Bank Information

IRS refund method
Check
Direct deposit
Fast Moneycard
Are you a new client?
Yes
No
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Little Elm Office

PMB 559

2701 Little Elm Pkwy Ste 100

Little Elm, TX 75068

Phone: 844-230-5505

support@origisupportgroup.com

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About

Who are we

Meet the Team

Services

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Client Intake Form

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Contact 

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