2026 Taxpayer Intake Form

Lifestyle and Taxes- Select all that apply

Children and Education- Select all that apply

Investments- Select all that apply

Deductions- Select all that apply

Business- Select all that apply

Do you owe student loans or child support or have any federal debt that are in default status?

Other

Have you received any notices from the IRS -Internal Revenue Department within the past year?

During the 2024 filing year did you are your spouse file a 1099-DIV?

Were you self-employed in 2025?

Do you have a EIN Number for your Business?

Bank Account Information:

Anything extra you want to add for year 2025 please add below.

If you need to itemize deductions, please provide amounts and/or receipts to your Tax Specialist. These amounts can include, but are not limited to, Medical Expenses, Taxes Paid, Interest Paid, Charitable Contributions, Casualty and Theft Losses and other Miscellaneous Itemized Deductions.

Please provide or upload below to your Tax Specialist all documents and Income statements and forms. For Tax documents such as ID's, Social Security cards, bank statements and recipts for self employment , birth certificates, school/medical records childcare info for dependents, Bank account form, and ETC. For Income upload documents such as W2's,1099 NEC, 1099-INT, 1099-DIV, 1099-R, 1099-MISC, and any other income reporting statements or forms.

Did anyone refer you?

Do you want to apply for Advance?

Please upload documents below:

I(We, if filing jointly) agree that all information provided is true and factual. I understand that falsifying information is against the law. I agree that upon completion of my tax return, if my return is intercepted and not paid, I am responsible for all preparation fees to be paid to my Tax Specialist

Email

example@example.com

Taxpayer Signature

Spouse Signature

Date