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2024 Income Tax Intake Form

2024 Income Tax Intake Form

Thank you for choosing Branded Geek LLC for your income tax preparation needs. We look forward to doing business with you. 
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    In order to complete this form you will need the following documents available for upload to the system:

    1. Picture ID (must be valid; Driver's License, State ID, Passport, etc.)

    2. Social Security Number(s) for each person being listed on this return

    3. Birthdate(s) for each person being listed on this return

    4. All tax forms for riling year(s) (W2s, 1099s, 1098s, etc.)

    5. Stimulus Information (if applicable)(if filing 2020 and/or 2021)

    6. Child Advance Tax Credit Information (if applicable)(if filing 2020 and/or 2021)

    7. If you have a business, you will need your EIN paperwork, LLA, and/or Articles

    8. IP PIN provided by the IRS (if applicable)

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