Frequently Asked Questions

Exact Financial Tax is a tax service company providing professional tax assistance and advising.

Contact your Tax Preparer here at Exact Financial Tax and give them the following information:

• Your W2 OR Most Recent Paystub
• The age of the children you are claiming (if applicable)
• Your filing status (Single, Married, HOH, etc)

You are eligible for a cash advance if you have a net positive tax return, regardless of your credit score. However, exisiting debts such as IRS dues, unpaid child support, or student loans could affect eligibility. Ultimately, the decision to grant a cash advance, and the amount, is at the discretion of the lender.

To file your taxes accurately, here is a list of important documents you may need. The more information you can provide in preparation, the better for your return. Please provide any or all of the following documents that apply to your tax preparation request:

Personal or Business Taxes

• Valid Form of ID
• Social Security Card
• Proof of Income - (W2, 1099, 1098T, Bank Statements, etc.) 
• Birth Certificate - For parents claiming children
• Healthcare Marketplace Form (1095A)
• Daycare Expenses - (ask your daycare provider)
• Unemployment Form
• A Copy of Last Years Tax Return (or, arrive knowing your previous filing status)