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Thank you for taking the time to complete your Client Intake Form. The information you provide is essential to ensure your tax return is prepared accurately. Please review all details carefully before submitting the form. Missing documents or incorrect information may cause delays in processing your return.
Name*

First NameLast Name
Employment Status

EmployedUnemployedSelf-employedUnsure
OCCUPATION*
Phone Number*
DATE OF BIRTH*

MonthDayYear
Date
SSN OR TIN*
Email*
example@example.com
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
DO YOU OWE PREVIOUS TAX YEARS?*

YESNO
Driver License or. State ID*

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SS CARD*

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if you do not have access to your SSC you can submit the number in the text box below. Submit a blank picture in place of the "SSC" section
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Filing Status*

SINGLEHEAD OF HOUSEHOLDMARRIED FILING JOINTLYMARRIED FILING SEPARATELY
Are you a full-time student?

YesNoOther
Do you have Identity Protection PIN?*

YesNoOther
W-2 OR 1099 (need all W2s if you had 3 jobs i need them all)*

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Any other tax docs received.

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Dependent(s) DATE OF BIRTH
Dependent(s) Social Security Card

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Did you, your spouse, or a dependent have health insurance under the Affordable Care Act?* If so, select Yes – you must UPLOAD MARKETPLACE FORM (1095A) for the IRS to accept your return. If you did not have an Affordable Care Act insurance plan DISREGARD.

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Have you ever been disallowed for EITC/AOTC/CTC/ACTC?*

YesNo
Who referred you?blanks*
Should be Empty:

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