2024-2025 Tax Rite Client Intake Logo
  • Please complete this form to provide us with the information to best assist you and click SUBMIT. Upload all documents at the end of the form. Note: If claiming dependents, be sure to upload their social security cards and birth certificates (Mothers Copy is Fine) If you have any questions, please email (info@taxriteservices.com) (PLEASE DO NOT SUBMIT MORE THAN ONE FORM, IF YOU LEAVE OFF A DOCUMENT/W2 PLEASE UTILIZE THE EMAIL ABOVE TO SEND IT IN, THANKS)

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  • Please check and confirm all numbers including social security numbers, bank account information before submitting. Please check and confirm all names are spelled correctly and all information is correct.  All files can be emailed to Info@taxriteservices.com

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