Returning Client Intake Form
Before you start please check to see if you ID has expired, along with having any new documents for new dependents & Tax Documents (W-2)(1099) ready for upload.
Name
*
First Name
Last Name
Social Security Number
*
Occupation
*
Phone Number
*
Please enter a valid phone number.
Please Upload DL or State ID
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Email
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
New Dependents Full Name
First Name
Last Name
W-2/1099 Upload
Browse Files
Drag and drop files here
Choose a file
Cancel
of
New Dependents Birth Certificate Upload
Browse Files
Drag and drop files here
Choose a file
Cancel
of
New Dependents Social Security Card Upload
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Were you affected by a Natural Disaster in 2024?
If yes please provide State in which disaster occurred?
How would you like to receive your Refund
Please Select
Check
Direct Deposit
Direct Deposit with Cash Advance
Please upload your direct deposit slip or Void check
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Signature
*
Continue
Continue
Should be Empty: