Tax Preparation Service - Information Intake App

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Taxpayer Information Intake App

Welcome! Only answer the questions that apply to you. Some questions are designed to prompt for relevant information or documentation to support tax advantages; to share life changing events that may provide a tax advantage to you and your family.

For your convenience use the File Upload Protal, next module, or near the end of the app (before the signatures) to upload your supporting documents securely. By using this app, you consent to us contacting you via email or phone/text about your tax preparation needs.

Click next below to get started!

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File UploadUpload your documents here

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

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Please select your Representative or, who referred you.

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If you selected other, please type their name or, describe here.If other is selected help us to give credit by listing a name or describe the source

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Name

First Name

Last Name

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SSN

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Date of Birth

Date

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OccupationType of work you do or, service you provide

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Phone Number

Please enter a valid phone number.

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Email

example@example.com

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Filing StatusPrimary Taxpayer Client

Single

Head of Household

Married Filing Separate

Married Filing Joint

Qualifying Widower

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Address

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country

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Upload License or State issued ID and Social Security cardUpload copy of License and Social Security card.

License

Social Security card

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Bank Account: Tax Refund or Payment MethodPlease provide Bank name, routing and account number

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Are you a full-time student?

Yes

No

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Are you totally and permanently disabled?

Yes

No

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Are you legally blind?

Yes

No

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Name of SpouseSpouse Information (If Applicable)

First Name

Last Name

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Spouse Date of BirthSpouse Information (If Applicable)

Date

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Occupation

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Spouse SSN

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Phone NumberSpouse Information (If Applicable)

Please enter a valid phone number.

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Spouse EmailSpouse Information (If Applicable)

example@example.com

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AddressSpouse Information (If Applicable)

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country

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Spouse OccupationSpouse Information (If Applicable)

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Upload License or State issued ID and Social Security cardSpouse: Upload copy of License and Social Security card.

front copy Driver License

Copy of Social Security Card

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Full-time student?

Yes

No

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Are any of your dependents totally and permanently disabled?

Yes

No

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Are they legally blind?

Yes

No

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Are they your dependent?

Yes

No

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Enter your dependents here

Name

SSN

Date of Birth

Relationship

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2

3

4

5

6

1

2

3

4

5

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Name

SSN

Date of Birth

Relationship

Name

SSN

Date of Birth

Relationship

Name

SSN

Date of Birth

Relationship

Name

SSN

Date of Birth

Relationship

Name

SSN

Date of Birth

Relationship

Name

SSN

Date of Birth

Relationship

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Employment Status

Employed

Unemployed

Self-employed

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If Self Employed, select the type of Business Structure Select the legal type of business structure that best describe your business!

Make a Selections

EIN for the Business and State of Formation.

Address of the business if different from Home address.

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Does your dependents have tuition expenses?

Yes

No

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Do you have any expenses for child care?

Yes

No

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Do you have energy star rated improvements to your home?

Windows

Doors

Furnace

Other

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Are you currently renting?

Yes

No

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If yes, what is the monthly rental amount?

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Have you lived at the same address for the entire Tax Year?

# of months

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Are you a home owner?

Yes

No

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Do you have documents that shows you paid for property taxes?

Yes

No

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Did you sell any stock?

Yes

No

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Did you take money from your 401K?

Yes

No

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Did you pay your vehicle tax?

Yes

No

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Do you have mortgage interest?

Yes

No

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Do you have real estate tax?

Yes

No

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Did you pay Federal and/ or state tax last year?

Yes

No

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Did you have an Identity PIN issued to you by the IRS?If yes Text that number to us at 724-861-8900

Yes

No

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Optional: Complete the following list to benefit from any or all available tax credits and deductions.

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General Expenses

Amount

Medical Expenses

Dental Expenses

Insurance Premiums paid

Long Term Care Premiums

Prescription Drugs and Medications

Home Mortgage

Investment Interest

Cash Contributions

Non-Cash Contributions

Unreimbursed Business Expenses

Union Dues

Prior Year Tax Filing Fees

Investment Expenses

Legal expenses

Medical Expenses

Dental Expenses

Insurance Premiums paid

Long Term Care Premiums

Prescription Drugs and Medications

Home Mortgage

Investment Interest

Cash Contributions

Non-Cash Contributions

Unreimbursed Business Expenses

Union Dues

Prior Year Tax Filing Fees

Investment Expenses

Legal expenses

Amount

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Total Expenses

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Additional comments

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I confirmed that all information I entered here is accurate and true.
I allow Think & Profit Consulting Inc. to capture my sensitive data like personal id, government id, social security number (SSN), and other information.
I have read the terms and conditions and privacy policy of Think & Profit Consulting Inc., displayed on its website.
By signing below, I acknowledge that I have read and understood our mutual responsibilities. I further authorize Think & Profit Tax Services to call, email and or text me (us) in regards to the providing of Tax services, or other services we provide.

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File Upload

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

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Date Signed

Date

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Taxpayer Signature

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Date Signed

Date

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Spouse Signature