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Millz Financial Group

MILLZ FINANCIAL GROUP

SERVICES
PLANS & PRICING
FILE WITH MFG
MISSION STATEMENT
ABOUT US
CONTACT US

File with MFG

Are you a new Client? *

yes

no

Filing Status

Single

Married (jointly)

Married (seperately)

Head of Household

Qualifying widow(er) w/dependent child

Self Employed?

yes

no

Taxpayer Info

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Residential Address

Work/Job Address

Student OR Disabled *

Student

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Both

Neither

Full-Time College Student *

Yes

No

If so, Upload 1098-T or Grades From a Semester

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Spouse Info

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Student OR Disabled

Student

Disabled

Both

Neither

Full-Time College Student

Yes

No

If so, Upload 1098-T or Grades From a Semester

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Dependents Info

If bother/ Sister/ Niece/ Nephew, Please explain Reason why they are in your care Instead of with Parents

Childcare Expenses

Student OR Disabled

Student

Disabled

Both

Neither

Full-Time College Student

Yes

No

If so, Upload 1098-T or Grades From a Semester

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If bother/ Sister/ Niece/ Nephew, Please explain Reason why they are in your care Instead of with Parents

Childcare Expenses

Student OR Disabled

Student

Disabled

Both

Neither

Full-Time College Student

Yes

No

If so, Upload 1098-T or Grades From a Semester

Upload File

Upload supported file (Max 15MB)

If bother/ Sister/ Niece/ Nephew, Please explain Reason why they are in your care Instead of with Parents

Childcare Expenses

Student OR Disabled

Student

Disabled

Both

Neither

Full-Time College Student

Yes

No

If so, Upload 1098-T or Grades From a Semester

Upload File

Upload supported file (Max 15MB)

If bother/ Sister/ Niece/ Nephew, Please explain Reason why they are in your care Instead of with Parents

Childcare Expenses

Student OR Disabled

Student

Disabled

Both

Neither

Full-Time College Student

Yes

No

If so, Upload 1098-T or Grades From a Semester

Upload File

Upload supported file (Max 15MB)

If bother/ Sister/ Niece/ Nephew, Please explain Reason why they are in your care Instead of with Parents

Childcare Expenses

Student OR Disabled

Student

Disabled

Both

Neither

Full-Time College Student

Yes

No

If so, Upload 1098-T or Grades From a Semester

Upload File

Upload supported file (Max 15MB)

If bother/ Sister/ Niece/ Nephew, Please explain Reason why they are in your care Instead of with Parents

Childcare Expenses

Student OR Disabled

Student

Disabled

Both

Neither

Full-Time College Student

Yes

No

If so, Upload 1098-T or Grades From a Semester

Upload File

Upload supported file (Max 15MB)

I hereby consent this information to be shared with Millz Financial Group in order to evaluate tax filing qualifications.

Your Signature

YOUR PROGRESS UNTIL THIS POINT WILL NOT BE SAVED IF YOU DO NOT PRESS SUBMIT

PLEASE CHECK THE FORM TO MAKE SURE YOUR ENTRIES ARE CORRECT. THIS WILL ENSURE A SMOOTHER INTAKE PROCESS FOR EACH CLIENT

All information shared is confidential & information is never sold to third party companies.

Did you, Spouse, and/or Dependents Have Health Coverage in 2023?

yes

no

If Partial, How many months did you have coverage?

Do you recieve any government assistance?

yes

no

Did you recieve unemployment in 2023?

yes

no

Upload Your Documents Here

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Upload 1099-Mis

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Upload 1099-SSA

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Upload 1099-G

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Upload 1098

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Upload Student Loan Interest

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Upload 1099-Int(s)

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Upload 1099-Div(s)

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Upload K-1(s)

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Upload 1099-Q(s)

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Upload 1099-B(s)

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Upload Addional Docs

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Upload Addional Docs

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Upload Addional Docs

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If you Recieved a 1095-A Please Upload Here

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Thanks for submitting!

Millz Financial Group

Physical Locations

New Orleans

1433 N. Claiborne Avenue

New Orleans, LA 70116

3400 S. Claiborne Avenue

STE B

New Orleans, LA 70125

Tel. 1-877-MFG-MAXX EXT. 1

Phone Numbers

Atlanta

Tel. 1-877-MFG-MAXX EXT. 2

Philadelphia

Tel. 1-877-MFG-MAXX EXT. 3

Houston

Tel. 1-877-MFG-MAXX EXT. 4

Baton Rouge

Tel. 1-877-MFG-MAXX EXT. 5

Fort Lauderdale

Tel. 1-877-MFG-MAXX EXT. 6

Virginia

Tel. 1-877-MFG-MAXX EXT. 7

Millz Financial Investments

Tel. 1-877-MFG-MAXX EXT. 9

Email

info@millzfinancialgroup.com

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