RefinedTaxx & Services Virtual Intake

RefinedTaxx & Services Virtual Intake

Thank you for choosing our tax preparation services. Please complete the following form to provide us with the necessary information for your tax preparation. Hablamos Espanol!
Tax Information
Tax Year Filing/ Año de Impuestos*
Filing Status*

SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er)
Client Information
Tax Payer Full Name*

First NameLast Name
DOB*

MonthDayYear
Date
Social Security*
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
Occupation/ Ocupación *
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Spouse Full name

First NameLast Name
DOB

MonthDayYear
Date
Social Security
Occupation
Dependents Information/ Dependientes
Dependents
Questions/ Preguntas
Did your or spouse have marketplace insurance ?/ Ueste o su pareja tenieron seguro de mercado?*

YesNo
Did you or spouse need a new or renew ITIN?/ Ueste o su pareja necesitan nuevo o renovarse ITIN?*

RenewNewNo
Documents/ Documentos
Upload: Need Taxpayers ID, everyone social security cards. (ITIN letter if filing with ITIN)/ Identification para el Contribuyente, seguros para todos. *

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File Upload: All forms using to file W2s, 1099s, College form, Daycare, Mortgage, 401k, or any other form given to you for IRS filing. (Please provide all forms, any missing information is your responsibility not being reported to the IRS.)/ Todas sus formas para presentar sus impuestos.*

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File Upload: Need Taxpayer's last year copy of 1040 Form (We Can't file without last year copy) / Copia de año pasado de sus impuestos.*

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RefinedTaxx & Services Virtual Intake

Tax Information

Client Information

Dependents Information/ Dependientes

Questions/ Preguntas

Documents/ Documentos