• Tax Preparation Intake Form

    Please complete our Quick Intake (about 10 minutes) and upload your tax documents. It includes 4 sections: Basic taxpayer info, Income, Deductions, and General questions. Most items are simple checkboxes. Questions - Call/text 617-829-0928 or email Service@OneAccountingTax.com

  • Section 1.0 - Taxpayers Information

  • What is your filing status? Please choose one*
  • What's your citizenship?*
  • Format: (000) 000-0000.
  • Are there any life changing events last year? Check all that applies*

  • Spouse Information

  • What's your spouse citizenship?
  • Format: (000) 000-0000.
  • Do you have any dependents?

  • Dependent Information

    If you are a new client, please list all your dependents. If you are a returning client, please list any changes or new dependent for the tax year.
  • Rows

  • Section 2.0 - Source of Incomes

  • Sources of Income. Check all that applies

  • Section 3.0 - Deductions and Expenses

  • Type of Deductions. Check all that applies

  • Section 3.1 - Rental Properties Incomes/Expenses

    If you have rental properties, please answer the questions in this section. If you already have a list of expenses on paper or word document, you may skip this section and upload the information along with the tax documents.

  • Section 3.1 - Rental Properties Incomes/Expenses

    You have indicated that you do not have rental property. Please click "next" to skip this section.
  • How many rental properties do you have?

  • List all the incomes/expenses for the first rental property here.

    Do not include the expenses for the owner's unit. Please list the expense for rentals only. If you already have a list of expenses on a word document, you skip this section and upload the information along with the tax documents.

  • List all the incomes/expenses for second rental property here.

  • Section 3.2 - Self-employed (Schedule C - Business)

    You have indicated that you are not self-employed or a contractor received 1099 NEC incomes last year, e.g. Uber drive. Please click "next" to skip this Section and go to Section 4.0 general questions.

  • Section 3.2 - Self-employed (Schedule C- Business)

    If you are self-employed and filing a Schedule C, please answer the questions in this section. This section may not apply to you and it's for the taxpayers that are self-employed or working as a contractor or receive a 1099-NEC form. Do not fill out this section if you have a Corporation.
  • Are you self-employed or received a 1099-NEC last year?

  • List all the business expenses for self-employed here.

    If you already have a list of expenses on paper or word document, you skip this section and upload the information along with the tax documents.

  • Section 4.0 - General and Tax Related Questions

    Some of these might not apply and you can leave it blank or write down N/A.
  • Did you have any foreign incomes last year? As a U.S. citizen or a resident alien, your foreign incomes (earned outside of the U.S.) are subject to U.S. income tax.*
  • Did you have full year health insurance last year? Massachusetts law requires that you have health insurance or you may subject to healthcare penalty.*
  • Can someone claim you as a dependent on their tax returns?*
  • Did you receive, sell, send, exchange or acquire any crypto/virtual currency? E.g. Bitcoin*
  • Did you receive, sell, send, exchange or acquire any stocks?*
  • Did you change your name last year?*

  • Banking Information (Optional):

    Please provide the banking information if you want direct deposit for your tax refunds. You can skip this section if your bank information is same as last year or you don't want direct deposit.

  • File Upload Section - Click "Browse Files" to upload tax docs

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Comment Section:

  • Should be Empty: