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  • TAX PREPARATION INTAKE FORM

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  • FILING STATUS

  • TAXPAYER

    ENTER IN YOUR INFORMATION
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  • SPOUSE

    YOUR SPOUSES INFORMATION, IF LEGALLY MARRIED OR PRESUMED MARRIED BY COMMON LAW STATUTE IN THE STATE YOU RESIDE IN
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  • DEPENDENTS

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  • CREDITS

  • CHILDCARE INFORMATION

  • HIGHER EDUCATION

    COLLEGE AND TUITION INFORMATION
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  • ITEMIZED DEDUCTIONS

  • MEDICAL

  • TAXES PAID BY YOU

  • INTEREST YOU PAID

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  • GIFTS TO CHARITY

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  • SOLAR POWER EXPENSES

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  • UNEMPLOYMENT

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  • INCOME AND WAGES

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  • Upload Additional Documents

    Please upload one or more files into the areas below. Uploads will accept JPG, PNG and PDF files only. You can select multiple files to upload for each section by Shift or Cmd/Ctrl clicking files in the prompt.
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  • MISC.

  • REFUND DISBURSEMENT

  • ACKNOWLEDGMENT AND CONSENT

  • By completing this intake form, you agree that the information provided is true and accurate to your knowledge.

    Consent and Agreement
    By submitting this application, I acknowledge and agree to provide my personal information, including but not limited to my full name, date of birth, social security number, current address, banking information, and any other necessary details. I understand that this information is required for verification purposes, accurate tax return preparation, and to ensure the timely processing of any refunds, credits, or payments I may be eligible to receive.
    I confirm that all the information provided is accurate and up-to-date. I further consent to the use of this information solely for the purposes outlined above and acknowledge that it will be handled with the utmost confidentiality and in compliance with applicable laws.
    By checking “I agree” and signing below, I confirm my understanding and consent.

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