Get My Taxes Done Intake Form

File my taxes intake form

For all sliding scale levels
💕 PLEASE READ ALL INSTRUCTIONS BELOW CAREFULLY

BEFORE FILLING OUT THE FORM 💕

This form is for folks who want their taxes filed for them. This service is available to anyone living within the USA (except those living and/or earning income in NY).

Please review my sliding scale policy to see under which level you fit in and pricing. The sliding scale is from $50 to $300. Note: The sliding scale is honor code, and "proof" will not be requested. Please be honest. If you have questions, or need clarification please email bureaucraticbaddie@gmail.com

**All appointments are 100% confidential**, I do not share my appointment book with anyone, nor do I share what we spoke about with anyone else.

What do services include?: Meeting time, tax filing, mail/postage if taxes need to be paper filed, and support with follow-up if the IRS sends you a notice.

What to expect after you fill out this form: I will send you an email with a link for you to self-book an appointment with me (you are welcome to bring a friend, family member, or anyone in your support network/group to your appointment).

What to do before the meeting:
You will upload all relevant documents (ID, SSN, W2, 1099's, etc) via a secure, encrypted tresorit link. If you are self employed, please create a spreadsheet with your expenses and income, here is a sample you can follow if needed. Please upload all documents atleast 3-4 days prior to our appointment. This will give me a chance to input all your information (prior to your appointment), and allows us to spend most of the appointment answering your questions instead of data entry. When we meet on zoom, I will share my screen, go over your taxes, ask you some questions, answer your questions, go line by line over your taxes, and only with your consent, then file your taxes. You will be provided copies of everything that was submitted.

Sliding Scale Pricing: All tax support sessions are sliding scale for a 90 minute appointment. Please read my sliding scale policy to best select where you fall on the scale. While it is rare for an individual to need a 2nd appt, should you need a 2nd appointment beyond our 90 minutes, you would need to book again and pay another 90 minute session fee.

No show/Cancellation/reschedule policy:
-All appointments are non-refundable.
-If you are more than 10 minutes late, you will need to reschedule.
-If you miss or reschedule your appointment the first time, you may reschedule up to ONE more time. There is no fee for the first reschedule as long as it is done at least 12 hours prior to your initial appointment. Please be sure to check in with yourself and your capacity prior to booking.

This service is best for folks who:
- Have one or many W2 jobs
- Are self employed/freelancer (have an Etsy, other online store, patreon/onlyf@ns, gig worker, uber/lyft driver, etc)
- Are S3x w0rkers
- Have received unemployment
- Are a student/recently graduated student
- Are a single parent
- Are a teacher
- Is a tenants (renter) who doesn't own any housing property

This service is not for folks who:

- Are filing as Married Filing Separate (out of scope)
- Lived in or earned income in the state of NY (out of scope)
- S-Corp Taxes (out of scope)
- Sold a LOT of stocks/crypto
- Have military income
- Own an LLC (single member LLC owners are considered on a case to case basis)
- Are a landlord of multiple properties (some homeowners paying off a mortgage for the only home they live in are considered on a case to case basis)
- Is a tenants (renter) who doesn't own any housing property

I have the right to refuse services. If you book me, and afterwards we realize this is not a good fit, I will reimburse your payment.

Please fill out the following form as best you can, and email me at bureaucraticbaddie@gmail.com if you have any questions.

I look forward to meeting you soon!

-Gata
Personal Information
What name do you go by? (does not have to be your legal name)*
If different, what is your legal name? (N/A if not applicable)*
This is only for your tax return
What are your pronouns?*
Email*
Please double check for typos!
What is your cell phone number?*
I only use this number to text you reminders for our appointment, and text you forms to sign off on
What type of tax support are you looking for? (select all that apply)*

I need help filing current year taxes (2025)I need help filing 2024, 2023, 2022 etc and/or other back taxesOther
What state do you currently live right now?*
Did you live in different states for any of the tax years you plan to file?*

Yes, I lived and earned income in more than one state for the tax year(s) I plan to fileNo, I lived and worked in only one state for the tax year(s) I plan to fileOther
If you lived in different states, please list all states you lived in.*
enter "n/a" if not applicable
To the best of your knowledge, what is your filing status?*

SingleHead of HouseholdMarried Filing Separately (note: this is out of my scope)MarriedWidowedOther
What job(s) are you working right now?*
How many jobs did you have (for the year you're trying to file for)?*
Did you have healthcare coverage for the year you are hoping to file? examples: government healthcare (like MediCal), employer provided healthcare (like Kaiser), or state marketplace healthcare (like Covered California)?*

YesNoOther
Select the statement that best applies to your income for any tax year you are planning to file.*

When I was paid there were taxes deducted out of all my checksWhen I was paid, I got paid cash or given a check, no taxes are deducted from my incomeTaxes were deducted from some of my gigs, other gigs didn't deduct taxes (mixed income)Other
Please select all categories that apply to you:*

First time filing taxesFirst time filing taxes in a long timeI was a student at some point (for the tax year you want to file)I paid for student loans (for the tax year you want to file)I will be filing as singleI will be filing as a single with dependents (Head of Household)I will be filing as marriedI will be filing as married with dependentsI own a home(s)I am a tenant/I rent where I liveI lived and worked in more than one state (for the tax year you want to file)Earned W2 income (for the tax year you want to file)Received unemployment (for the tax year you want to file)I invested in a 401k/IRA/HSAI made military income **keep in mind this income is out of scope**I bought AND sold stocks/crypto (even if you didn't cash out the money) **this income is out of scope**
If you are a small business owner (select all that apply)*

I am not a small business ownerI am a freelancer / do freelance workI have an online shopI do pop ups at eventsI have a physical storefront shopI primarily work from homeI drive a lot for work
What are you hoping to learn?
Please share any tax related questions (if you have any) that you would like to ask. This will help me be best prepared for our appointment.
Anything else I should keep in mind for your appointment?
After reading the sliding scale policies (https://thebbaddie.com/sliding-scale-policy) please chose which scale you fall under. If you are not sure, please email me at bureaucraticbaddie@gmail.com to help clarify any questions you have.*

StoneSandClay
If available, would you like to request a sponsored (no fee) appointment? To qualify for a sponsored spot, you must fall under the Stone level sliding scale. You can review the sliding scale policy here: https://thebbaddie.com/sliding-scale-policy

Yes, I fall under the Stone level sliding scale and I would like to request a sponsored spotNo
Priority for sponsored spots will be given to those who are unhoused (& folks at risk of being unhoused), no-income, fixed income, qualify for public assistance (such as food stamps, mediCal) and/or formerly incarcerated. Do you fall under any of these categories? (this is an honor code, and I will not ask for proof)*

YesNoNot Applicable
Appointment agreements
I will try my best to use desktop or laptop instead of my phone during our appointment (if possible).*

I understandI do not understand
I will troubleshoot the zoom call app before our workshop. I will try my best to resolve any technical issues that come up, and any issues that go beyond 10 minutes will result in having to reschedule.*

I understandI do not understand
I understand my appointment is non-refundable.*

I understandI do not understand
I understand I have "homework" to do before our appointment. I will be uploading my documents at least 3-4 days before we meet.*

I understandI do not understand
I read and understand the "No show/Cancellation/reschedule policy"*

I understandI do not understand
Are there any requests or agreements you would like to add?
Anything else you would like to add?
Should be Empty:

File my taxes intake form

Personal Information

Appointment agreements