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
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.Format: (000) 000-0000.
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?
Did you or spouse need a new or renew ITIN?/ Ueste o su pareja necesitan nuevo o renovarse ITIN?
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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Signature
Date

MonthDayYear
Date
Should be Empty:

RefinedTaxx & Services Virtual Intake

Tax Information

Client Information

Dependents Information/ Dependientes

Questions/ Preguntas

Documents/ Documentos