Virtual Tax Return Intake

  • No appointment needed — 🔒 All information shared in this form is protected and securely stored. Tax season end-of-season hours are Monday and Tuesday only—anything submitted after will be processed on the next business day listed.

    This intake is quick (faster than last year)! These questions help us finish your taxes faster, prevent back-and-forth, and make sure everything is accurate and IRS compliant. Even if we’ve worked together before, things change each year — and while I may know you, the IRS does not. 😊
  • Select One*
  • Did you get a refund last year?*
  • Have you received a letter from Unemployment saying you owe money back?*

  • This intake is quick if your documents are ready.

    You can finish filling out this form now, and I will send you a link to upload your W-2s and any other tax income forms later.

    Need help? Call or text me at 470-936-6605

    RETURNING CLIENT, YOU WILL NEED:

    1. Unexpired Drivers License or State ID.
    2. Social Security Card for any NEW Dependent's you are adding this year.
    3. Birth Certificate or Legal Affadavit if your adding a NEW Dependent. 
    4. IRS Identity PIN (if you were assigned one — last year or this year)
    5. ALL Tax Forms: W-2s, 1095s, 1099s, and 1098s, etc. NO CHECK STUBS
    6.  Membership Card showing your ROUTING # and ACCOUNT #

     

     

    🔥 Home Heating Credit – 

    Your state and the county you live in may have a Home Heating Credit for low-income renters or homeowners.
    This part is optional — I can check if you qualify.

    To apply, please have the following ready:

    📤 Pages 1 AND 2 of your January 2026 utility bill
    ➡️ The bill must be in your name.

     

     

  • This intake is quick if your documents are ready.

    You can finish filling out this form now, and I will send you a link to upload your W-2s and any other tax income forms later.

    Need help? Call or text me at 470-936-6605

    NEW CLIENT, YOU WILL NEED:

    1. Unexpired Drivers License or State ID.
    2. Social Security Card for any Dependent(s) you are adding this year.
    3. Birth Certificate or Legal Affadavit for your Dependent(s). 
    4. IRS Identity PIN (if you were assigned one — last year or this year)
    5. ALL Tax Forms: W-2s, 1095s, 1099s, and 1098s, etc.
    6.  Membership Card showing your ROUTING # and ACCOUNT #

     

     

    🔥 Home Heating Credit 

    Your state and the county you live in may have a Home Heating Credit for low-income renters or homeowners.
    This part is optional — I can check if you qualify.

    To apply, please have the following ready:

    📤 Pages 1 AND 2 of your January 2026 utility bill
    ➡️ The bill must be in your name.

     

  • 🚨PLEASE READ TO AVOID BEING CHARGED

    If you do not agree, please exit and stop the intake process.

  • Our Office Policy

    📌 We do not provide tax quotes or estimates.
    📌 Work begins only after you sign the agreement and upload your documents.
    📌 If you don’t sign your return, it will not be filed — but prep fees still apply.
    📌 If you cancel after work has started, a $200 termination fee may apply.
    📌 Unpaid balances may be collected after tax season and may face further action.

  • What was your marital status on December 31 of the filing year?*
  • If married, filing jointly or separately?*

  • IRS Identity Protection PIN (IP PIN)

    ⚠️ Your return will reject without this number if the IRS has issued one to you.
  • Did the IRS issue you an IP PIN? If you had one last year, you will need the new one issued for this year.*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • 🔒 All information shared in this form is protected and securely stored.

  • 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
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Format: (000) 000-0000.
  • Do you have any dependents you would like to claim?*

  • Please answer all questions for each dependent. Missing info may delay your tax return.

  • Date of birth (please double-check for accuracy)*
     - -
  • Was this dependent on your tax return last year?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Would you like to add another dependent?*

  • Please answer all questions for each dependent. Missing info may delay your tax return.

  • Date of birth (please double-check for accuracy)*
     - -
  • Was this dependent on your tax return last year?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Would you like to add another dependent?

  • Please answer all questions for each dependent. Missing info may delay your tax return.

  • Date of birth (please double-check for accuracy)*
     - -
  • Was this dependent on your tax return last year?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Would you like to add another dependent?

  • Please answer all questions for each dependent. Missing info may delay your tax return.

  • Date of birth (please double-check for accuracy)*
     - -
  • Was this dependent on your tax return last year?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Would you like to add another dependent?

  • Please answer all questions for each dependent. Missing info may delay your tax return.

  • Date of birth (please double-check for accuracy)*
     - -
  • Was this dependent on your tax return last year?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • These questions help confirm your Relationship, Address, Income, and HOH status if the IRS asks.

  • Can you provide school records, daycare records, medical records, lease agreements, or court papers showing both your ADDRESS and the child’s ADDRESS if the IRS requests it?*
  • Can you provide proof of your RELATIONSHIP to the child — such as a birth certificate, marriage or divorce records, adoption papers, or other authorized legal documents — if the IRS requests it?*
  • Did you pay more than half of your household bills (such as rent, mortgage, property taxes, utilities, groceries, home insurance, etc.)?*
  • If you or your dependent received any of the following types of income this year, please check all that apply. We’re not being nosy — we ask because some income, even if it’s not taxable, can still affect state tax credits. This is especially important if you received cash assistance, SSI, or Section 8 housing assistance, or if you had any self-employment income. We want to make sure you don’t lose benefits or have to pay anything back later.*

  • ⏳Just a few more questions — we’re almost there!

  • Proof of Income & Deductions — No Check Stubs Accepted

    You can finish filling out this form now, and I will send you a link to upload your W-2s and any other tax income forms later.
  • Do you have W-2s for 2025?*

  • 🚨If you are waiting on W-2s, please wait until all of your W-2s have been mailed to you before filing your tax return. We do not want the IRS to hold your refund due to wage or income verification from your employers.

    W-2s are very important — they help ensure your refund is processed correctly and can make a difference, especially for lower-income taxpayers.

    Thank you for your patience and understanding.

  • Did you work overtime in 2025?

    If Yes, be sure to upload your last 2 check stubs for 2025 for the overtime credit.
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Are you filing Self-Employment?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • 🎓American Opportunity Tax Credit

    These questions are for technical school, college, job related, etc. students).
  • Did you or someone in your family attend school and are expecting a 1098-T tax form?*
  • Please select all that apply to you.*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • 🏚️(OPTIONAL) -Some states give extra tax credits if you RENT or have Low Income.

    Your state may have extra tax credits that can give you a bigger state refund or lower what you owe. This part is optional, but I can check for you if you want.

  • We need this information to calculate your tax credits.

  • Did you OWN a home or RENT a home or apartment during this tax year?*
  • Select the option that best matches your living situation during this tax year:
  • 🔥 Home Heating Credit (Optional)Your state or county may offer this for low-income renters or homeowners. Would you like me to check?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • 💸 Interested in a Tax Advance?

    You may apply for a tax-related refund advance.

  • 💰Advance Info

    If you are interested in applying for a tax refund advance, please review the terms carefully:

    ✅ No upfront fees
    ✅ Approval not guaranteed — based on refund eligibility + scoring criteria
    ✅ Advances are paid back starts from your FIRST refund (Federal or State)


    Repayment Terms:

    If approved, the advance cannot be canceled. The advance must be repaid in full, including tax prep and bank fees, from your first available refund (Federal or State). Repayment is automatic through your tax refund—whichever is deposited first.


    ✅ Advance Options:
    Up to $7,500 (with 35.99% APR)                                                                

    📌 Important Notes:
    ✅The tax bank determines your eligible advance amount—not us.
    ✅Once approved, the amount cannot be changed.
    ✅There’s no additonal cost to apply, and no credit check required.
    ✅Outstanding government debts (federal/state) may disqualify you.

  • 🏦Refund Deposit Option

    If you'd like your tax prep fee deducted from your refund, additional bank processing fees will apply. To reduce these fees, you may pay upfront via Cash, Zelle, Apple Pay, or debit/credit card.

  • ⚠️ Important: If you are applying for a tax refund advance (tax loan), you can NOT pay upfront—all fees must come from your refund if approved.

  • Do you want your refund deposited into your bank account?*
  • FAST CASH IS BACK! 💸Want to receive your refund UP to 5 days faster? A $25 bank fee will be added to your back-end banking fees. Note: Not all banks participate. No charge if unavailable.*
  • Want your refund on a Visa Prepaid Card (up to 4 days early)? Bank fees apply. If you choose this option, tax prep fees cannot be paid in cash.*
  • Select Refund Deposit Account:*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • 💡 Need to Fix Your Credit or Start Your Business?

    Invest in yourself while the funds are available. Credit Repair and Business Add-On services are also available if you’re ready to take things to the next level.

  •  • CREDIT REPAIR – Tax Season Special $500 (reg. $750)

    1. You will receive 3 months of credit repair, beginning after tax season on April 15, 2026. 
    2. Credit monitoring must be purchased separately and paid out of pocket by you, the client. It typically costs $29.95 per month, and must stay active for at least 3 months. After that, you may cancel at any time.
    3. This applies only to closed negative accounts (no open balances or active collections).

     

    • BASIC BUSINESS BUNDLE – Tax Season Special $500 (reg. $750)

    LLC + EIN, Business Name Entity Search, D-U-N-S Number Registration, and Registered Agent Service (1 year)

    ⚠️The $500 Business Bundle price applies ONLY to the following states: Arizona, Colorado, Georgia, Hawaii, Indiana, Iowa, Kentucky, Louisiana, Maryland, Michigan, Massachusetts, Mississippi, Missouri, Montana, Nebraska, New Hampshire, New Mexico, Ohio, Oklahoma, Oregon, South Carolina, Utah, Virginia, West Virginia, Wyoming. ALL OTHER STATES will require an ADDITIONAL state filing fee. Pricing varies by state

    ⚠️Service Fee Notice
    Please be aware these service fees will be added to your tax preparation cost. 

  • ⚠️Add-On Services (Optional – Choose Any Below or Skip) These discounted prices are only available when using your tax refund.
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Thank you for completing your intake!

    If you have uploaded all the required documents, we will review everything. If anything is missing, we’ll reach out to you. 

    Please keep your email and text messages turned on.
    You may hear from us at rgtax989@gmail.com
    or by text at (470) 936-6605

     Tax season end-of-season hours are Monday, Tuesday & Wednesday's only—anything submitted after will be processed on the next business day listed. We are closed all major holidays.

  • Should be Empty: