EmailMe Form - Colbert Global FREE TAX QUOTE

Colbert Global FREE TAX QUOTE

Fill out the form below to request a free quote from your tax professional.
You will be contacted within 1 day with your personalized tax quote. Same day advance up to $6,000 may be available! See how much you may qualify for.

If you have additional documents/information to send in relation to your file, please email Info@ColbertGlobal.com

Name *
First Last
*Your name as it appears on your Social Security Card
Filing Status *
Date of Birth *
Social Security Number
Phone Number *
### - ### - ####
Email *
Are you applying for a CASH ADVANCE? *
Current Address

Street Address Address Line 2 City State / Province / Region Postal / Zip Code Country / Region

Enter your current address for IRS communication and special customer giveaways and discounts.
Amount of Last Tax Refund *
Best method for your Tax Professional to contact you to discuss your return *
Did you receive your FIRST Stimulus payment? *
Yes
No
Did you receive your SECOND Stimulus payment? *
Yes
No
Dependent Information
Please list your dependents and their information:
Total Number of Dependents *
Dependent Name
Dep. Date of Birth
Social Security Number
Your Relationship

2nd Dependent
Dependent Name
Dep. Date of Birth
Social Security Number
Your Relationship

3rd Dependent
Dependent Name
Dep. Date of Birth
Social Security Number
Your Relationship
Income Information
Please use your current income form(s) to complete the following or simply attach a copy of your income forms.
The most common forms are W-2 and 1099. But, attach all income forms received (including Unemployment, Gambling Winnings, and 401K Distributions if applicable.)
Total Gross Wages
Federal Taxes Withheld
State Taxes Withheld (if applicable)
Self-Employed Information
If you are filing Self-Employed please complete the following:
Are you Self Employed? *
Choose yes if you
*Earned Any Extra Cash Income
*Are Working Toward Starting a Business
*Incurred Business Expenses
Business Name
Service(s) Provided
Average Monthly Income
Expenses

Please list a total of your YEARLY Expenses.
Common Expenses include Office Rent, Cell Phone Bill, Supplies, Advertising, Travel, Dining, etc
Additional Information
Please complete where applicable:
Did you pay Tuition for you/your dependents? *
Amount paid for tuition and/or expenses:
Do you have Student Loans in default?
If Yes, how much?
Did you receive Unemployment Income? How much?
Do you own a home? Mortgage interest amt?
Do you pay Church Tithes/Offerings? How much?
Do you owe Back Child Support? *
Yes
No
Not Sure
Do you owe the IRS for past returns? *
Yes
No
Not Sure
Almost Done...
How did you hear about us? (Google, Craigslist, Facebook,Name of Person that Referred You, etc?) *
Document Submission
Please upload a copy of the following for fastest service.
Upload Tax Forms

Add File

Upload your tax forms here (including w2,1099, education credit, unemployment, retirement, health care forms, etc)
License/ID & SS Card Upload

Add File

Please upload your ID & Social Security Cards for you and all dependents on your return here for identity verification.