• INTAKE FORM

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  • Select Filing Status

    Note: To claim Head of Household status, you must pay more than 1/2 of household expenses, be unmarried for the Tax Year, and have a qualifying child or dependent.

  • Dependents

    Enter your dependents & their information in this section.
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  • Health Insurance

    Select all health insurances for the calendar year. Upload corresponding forms as noted.
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  • Health Insurance Name*
    Number of months insured at end of calendar year *
    Health Insurance ID#   

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  • Income

    This section documents all your income for the calendar year. Wages, Social Security, and Other Income.
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  • Cryptocurrency

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  • Misc Information

  • Check #1
    Check #2  
    Check #3    

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    • Profit or Loss From Business Section  
    • Profit or Loss from Business

    • Rental Property

    • Business Expenses

      This section includes specific expenses. Vehicle & Home Office expenses should be entered separately in the sections that follow if applicable.
    • Vehicle & Home Office Expenses Section  
    • Vehicle & Home Office Expenses

    • Vehicle

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    • Home Office

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  • Banking Information & Signature

    This is the account that you will receive a direct deposit for refunds if applicable.
  • Direct Deposit Account
    Bank Account No:      
    Routing Number:      
          

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  • Complete

    If you have items you have not completed yet, click "Save" to return another time. A return link will be sent to the email you provided on page 1 of this form. If you are DONE, enter any final notes below you wish the accountant to be aware of then hit "Submit". One of our representatives will contact you via phone or email.
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