Velocity Tax Prep Intake Form

Velocity Tax Prep. Intake Form
Welcome to Velocity Tax Prep! We make taxes simple. Fill out the form below to get started. Our goal is to maximize your tax returns while minimizing your stress. Thank you for choosing us!
Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Phone
Please enter a valid phone number.Format: (000) 000-0000.
Social Security Number
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Filing Status
Taxpayer Income (CHECK ALL THAT APPLY)
Tax Filing Status
Are you self-employed or did you receive any 1099 income
IF YES, Business name or Individual
Type of work or industry
Answer this if YES only
Business start date or ongoing
Answer this if YES only
EIN or SSN used for business
Answer this if YES only
Is this your first year filing self-employed income?
Total W2 Wages
$1099 or Self Employed
#1 Dependent
Name
Relationship
Dependent DOB

MonthDayYear
Date
SS Number
#2 Dependent
Name
Relationship
Dependent DOB

MonthDayYear
Date
SS Number
#3 Dependent
Name
Relationship
Dependent DOB

MonthDayYear
Date
SS Number
How much was your refund last year?
Was your refund offset or reduced last year?
If yes, what the offset was for?
Did you make quarterly estimated tax payments?
If yes, how much is your total amount paid.
I understand that all income must be reported, including cash and electronic payments.
Upload all documents needed to file your return. (PDF, JPG, PNG Files Only)

This includes your driver’s license or state ID, Social Security cards for yourself and all dependents, birth certificates for dependents if applicable, W-2s, 1099s, tax forms, and last year’s tax return. Missing or incomplete documents will delay processing
Cancelof
Should be Empty:

Velocity Tax Prep. Intake Form

#1 Dependent

#2 Dependent

#3 Dependent