Income-Based Program | Consideration

Client Income-Based Program Submission

Welcome! I’m so glad you said yes to this journey.

To be considered for Income-Based Program pricing, please provide your most recent tax return with sensitive information blacked-out/marked over. Your document is kept confidential and used solely to set your pricing.

Please follow the instructions below carefully before uploading.

PROTECTING YOUR PRIVACY

To protect your privacy, please black out (mark over) or cover the following before taking a photo or scanning your return:

  • Your full Social Security Number (SSN) — all digits
  • Your home address
  • Your spouse or dependent's SSN (if applicable)
  • Your bank account or routing numbers (if shown)
  • Your employer's EIN (Employer Identification Number) — optional but recommended

 

LEAVE VISIBLE (for consideration):

  • Your name
  • filing year
  • and the income/wages line(s) — typically Line 1 (W-2 wages) or Schedule C (self-employment income) on a Form 1040.