• No appointment needed — 🔒 All information shared in this form is protected and securely stored.

    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*
  • Do you owe any past-due debts? This may include the IRS, unemployment, child support, Social Security, credit cards, auto loans, or other debts. Have you received any collection letters, garnishments, lawsuits, or notices about money you owe?*

  • 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 CLIENTS — YOU WILL NEED:

    1. Valid Driver’s License or State ID
    2. Social Security Card for any NEW dependents you are adding this year.
    3. Birth Certificate or Legal Affidavit for any NEW dependents you are adding.
    4. IRS Identity Protection PIN (IP PIN) if the IRS issued one to you.
    5. ALL Tax Forms — W-2s, 1099s, 1095s, 1098s, and any other tax documents you received.
      NO CHECK STUBS
    6. Bank or Credit Union Information showing your routing number and account number if you want direct deposit.

     

    🔥 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

    Documents You Must Upload:

    1. Valid Driver’s License or State ID
    2. Social Security Cards for any dependents you are claiming this year OR a copy of your prior-year tax return.
      I must verify Social Security numbers for everyone listed on the return.
    3. Birth Certificate or Legal Affidavit for any dependents you are claiming.
    4. IRS Identity Protection PIN (IP PIN) if the IRS issued one to you.
    5. ALL Tax Documents you received, including W-2s, 1099s, 1095s, 1098s, and any other tax forms.
    6. Bank or Credit Union Information showing your routing number and account number if you want direct deposit.

     

     

    🔥 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 $250 termination fee may apply.
    📌 Unpaid balances may be collected after tax season and may face further action.

  • On December 31 of the tax year we are filing, what was your marital status? Please select one:*
  • If married, are you 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.*
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  • 🔒 All information shared in this form is protected and securely stored.

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  • 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)*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Was this dependent on your tax return last year?*
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  • 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)*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Was this dependent on your tax return last year?*
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  • 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)*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Was this dependent on your tax return last year?*
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  • 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)*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Was this dependent on your tax return last year?*
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  • 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)*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Was this dependent on your tax return last year?*
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  • 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.*
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  • ⏳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 DEC 2025 for the overtime credit.
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  • Are you filing Self-Employment?*
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  • 🎓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.*
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  • 🏚️(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:
  • (Optional) 🔥 Home Heating Credit - Your state or county may offer this for low-income renters or homeowners. Would you like me to check?*
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  • 💸 Need a tax advance?

  • 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

    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 tax refund sent to your bank account?*
  • FAST CASH IS BACK! Would you like to receive your refund up to 5 days faster? There is a $25 bank fee for this service. Not all banks qualify. If it’s not available for your bank, you will not be charged.*
  • Would you like your refund on a Visa Prepaid Card? You may receive your refund up to 4 days early. Bank fees apply. If you choose this option, your tax preparation fees must come out of your refund and cannot be paid in cash.*
  • Select Refund Deposit Account:*
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  • 💡 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 Education & Improvement Services – Tax Season Special $500 (reg. $750)

    1. You will receive 3 months of credit repair services starting April 15, 2026.
    2. You must purchase and keep credit monitoring for at least 3 months. The cost is about $29.95 per month and is paid separately by you.
    3. This service is for closed negative accounts only. Open accounts with balances and active collections are not included.
    4. We will review your credit reports, provide credit education, and help address information that may be inaccurate or incomplete.
    5. Results are not guaranteed. Every credit situation is different and you may need more than 3 months.

     

     

    • 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)

    ⚠️$500 Business Bundle (Reg. $750+)

    The $500 Business Bundle applies ONLY to these states:

    AZ, CO, GA, HI, IN, IA, KY, LA, MD, MI, MA, MS, MO, MT, NE, NH, NM, OH, OK, OR, SC, UT, VA, WV, WY

    All other states require an additional state filing fee. Pricing varies by state. If you are filing in another state, the additional fee must be paid before I begin your business service.

    ⚠️ Service Fee Notice
    Any additional service fees will be added to your tax preparation cost. No refunds.

  • ⚠️Add-On Services (Optional – Choose Any Below or Skip) These discounted prices are only available when using your tax refund.

  • This is your last chance to upload any missing tax forms.

    Do you have health insurance through the Health Insurance Marketplace?

    If yes, you should receive Form 1095-A. Please upload your 1095-A with your tax documents.

    This form is required to file your tax return. If you have Marketplace insurance and do not provide your 1095-A, your tax return will be rejected.

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  • 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

     

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