Please fill out the following information to help us better serve you.
Thank you for reaching out to our firm! Please answer the following questions so a quote may be provided.
The questionnaire may take approximately 5 - 15 minutes depending on how detailed your tax needs may be. Please make sure you have your tax documents available.
Please let us know if you have any difficulties.
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Did you sell any stocks last year? {{ Cognito.resources["required-asterisk"] }}, { binding firstError.message }
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(Covid) Did you receive Unemployment? {{ Cognito.resources["required-asterisk"] }}, { binding firstError.message }
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(Covid) Did you withdrawl any funds from your retirement account (401K, IRA)? {{ Cognito.resources["required-asterisk"] }}, { binding firstError.message }
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EIN (if applicable) {{ Cognito.resources["required-asterisk"] }}, { binding firstError.message }
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Do you have a Profit and Loss statement available? {{ Cognito.resources["required-asterisk"] }}, { binding firstError.message }
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Can you provide a list of your expenses? {{ Cognito.resources["required-asterisk"] }}, { binding firstError.message }
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Did you receive a Paycheck Protection Program loan (PPP)? {{ Cognito.resources["required-asterisk"] }}, { binding firstError.message }
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Due Diligence Questionnaire
Head of Household Qualification
Are you legally married? {{ Cognito.resources["required-asterisk"] }}, { binding firstError.message }
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Did you live with your spouse at all last year? {{ Cognito.resources["required-asterisk"] }}, { binding firstError.message }
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How many months did your child live with you last year? {{ Cognito.resources["required-asterisk"] }}, { binding firstError.message }
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Earned Income Credit Qualification
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You indicated one of your dependents is your niece. Is this your brother's child or your sister's child? {{ Cognito.resources["required-asterisk"] }}, { binding firstError.message }
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You indicated one of your dependents is your grandchild. Is this your son's child or your daughter's child? {{ Cognito.resources["required-asterisk"] }}, { binding firstError.message }
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Why aren't your parents claiming your brother? {{ Cognito.resources["required-asterisk"] }}, { binding firstError.message }
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Documents Needed To Complete Tax Return
Your Driver's License or ID
Your Spouse's Driver's License or ID
Birth Certificate(s) for your Dependent(s)
Birth Certificate(s) for your brother or sister (Parent of your Dependent)
Your son or daughter's birth certicate (Parent of the dependent)
Your Birth Certificate
Proof your dependent lived with you (School Records, Medical Records, Letter from church, Mail with the same address, any one of these will work)
W2 Forms for all jobs worked
1098 Form (Mortgage Interest Statement)
1098-T Form (Tuition and Fees Statement) - If you're unable to obtain your 1098-T, account summary from the school will suffice.
Profit and Loss Statement for your business
1099-Misc Forms (Non-Employee Compensation), if applicable
Business Bank Statements (January - December)
SSA-1099 (Social Security Income Form)
1099G Form (Unemployment)
1099R Form (Retirement Income Form)
1099-B Form (Stock Transactions)
Closing Statement (For Sale of Home)
1098-E Form (Student Loan Interest)
Charitable Contributions Statement
Child Care Expense Statement
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How would you like to give us your documents? {{ Cognito.resources["required-asterisk"] }}, { binding firstError.message }
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Address: 9223 Archibald Ave Suite J Rancho Cucamonga, CA 91730
Corner of Archibald Ave and Sixth St
Email Address to send documents to:
metin@rantax.com
Email Address to send documents to:
andrew@rantax.com
Email Address to send documents to:
corey@rantax.com
Email Address to send documents to:
brian@rantax.com
Phone number to text documents to:
(909)280-5000
Fax number to fax documents to:
(909)906-1506
Please upload your tax documents by clicking upload or by dragging the files below or if you are using a mobile phone, by taking a picture of the form.
You can attached up to 20 files or images.
Documents Needed To Complete Tax Return
Your Driver's License or ID
Your Spouse's Driver's License or ID
Birth Certificate(s) for your Dependent(s)
Birth Certificate(s) for your brother or sister (Parent of your Dependent)
Your son or daughter's birth certicate (Parent of the dependent)
Your Birth Certificate
Proof your dependent lived with you (School Records, Medical Records, Letter from church, Mail with the same address, any one of these will work)
W2 Forms for all jobs worked
1098 Form (Mortgage Interest Statement)
1098-T Form (Tuition and Fees Statement) - If you're unable to obtain your 1098-T, account summary from the school will suffice.
Profit and Loss Statement for your business
1099-Misc Forms (Non-Employee Compensation), if applicable
Business Bank Statements (January - December)
SSA-1099 (Social Security Income Form)
1099G Form (Unemployment)
1099R Form (Retirement Income Form)
1099-B Form (Stock Transactions)
Closing Statement (For Sale of Home)
1098-E Form (Student Loan Interest)
Charitable Contributions Statement
Child Care Expense Statement
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