You're All Set!

Before your appointment, please complete the intake form below. It takes less than five minutes and

helps us review your information in advance, allowing us to make the most of your consultation.

Before your appointment, please complete the intake form below. It takes less than five minutes and helps us review your information in advance, allowing us to make the most of your consultation.

Personal Information

(fill this out only if you were provided one by the IRS)

FILLING STATUS

Dependent 1

FILLING STATUS

UNEMPLOYMENT

INCOME

SELF EMPLOYED

EDUCATION

LOAN ADVANCE

CREDIT SWEEP

DOCUMENTATION UPLOAD

Use this section to upload ID Cards, W-2's, Social Security Cards, Birth Certificates, Pay Stubs, College Forms, Proof of Residency etc.

Documents

Use this section to upload ID Cards, W-2's, Social Security Cards, Birth Certificates, Pay Stubs, College Forms, Proof of Residency etc.

ALL RETURNS

Dependents and/or Qualifying Children

Do your EIC qualifying children meet any one of these requirements:

Clear

schedule your call with us

AVA Financial Solutions

PLEASE NOTE: $50 deposit required at booking for ALL appointment types

schedule your call with us

AVA Financial Solutions Calendar

PLEASE NOTE: $50 deposit required at booking for ALL appointment types


AVA FINANCIAL SOLUTIONS

Helping individuals, families, and entrepreneurs

build stronger financial futures.

SERVICES

COMPANY

CONTACT

717 Texas Ave, Suite 1200 Office 30 Houston, TX

Mon – Sat: 9:00 AM – 7:00 PM

Sun: By Appointment Only

AVA FINANCIAL SOLUTIONS

Helping individuals, families, and entrepreneurs

build stronger financial futures.

CONTACT

717 Texas Ave, Suite 1200

Office 30 Houston, TX

Mon – Sat: 9:00 AM – 7:00 PM

Sun: By Appointment Only

© 2026 AVA FINANCIAL SOLUTIONS. All rights reserved.

© 2026 AVA FINANCIAL SOLUTIONS.

All rights reserved.