Virtual Tax Return Intake

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. 😊
If you are pre-starting, when you receive all of your W-2s and other tax forms, please reach out to me and I will send you a secure link so you don’t have to fill this out again.

Select One

Returning Client (You filed my taxes last year)New Client
Were you referred by someone? If yes, please provide their Name + Phone Number below so they can receive a referral payout.
Did you get a refund last year?*

YesNoI didn’t file last year
Have you received a letter from Unemployment saying you owe money back?*

YesNo
Which Tax Year Are We Working On? 📌 If you need to file more than one year, please submit a separate JotForm for each year.*

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.
I agree to the Office Policy, fees, and terms. My signature below is my electronic signature and is legally valid.*

Powered by Jotform SignClear

What was your marital status on December 31 of the filing year?*

Single (Never Married)MarriedLegally Separated but not DivorcedDivorced
If married, filing jointly or separately?*

Married Filing JointlyMarried Filing 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.*

YesNoI'm Not Sure
If yes, please upload a copy of the letter you received, or log in to your IRS.gov account, take a screenshot of the IP PIN, and upload it here.*

Cancelof

🔒 All information shared in this form is protected and securely stored.
Your Name - must match exactly as it appears on your Social Security card.*

First NameLast Name
Your SS# - Please double-check for accuracy to avoid IRS rejections. *
Upload Social Security Card. If you don’t have the card, you may upload any official document that clearly shows your full legal name and Social Security number (for verification and accuracy). *

Cancelof
Upload the FRONT of your valid Driver’s License or State ID.*

Cancelof
Upload the BACK of your valid Driver’s License or State ID.*

Cancelof

Your Spouse Name - must match exactly as it appears on their Social Security Card*

First NameLast Name
Spouse SS# - Please double-check for accuracy to avoid IRS rejections. *
Spouse - Upload the FRONT of your valid Driver’s License or State ID.*

Cancelof
Spouse - Upload the BACK of your valid Driver’s License or State ID.*

Cancelof

Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
Please enter a valid phone number.
Email*
example@example.com

Do you have any dependents you would like to claim?*

YesNo.

Please answer all questions for each dependent. Missing info may delay your tax return.
Full legal name of dependent (must match exactly as shown on their Social Security card)(1) - *

First NameLast Name
Date of birth (please double-check for accuracy)*

MonthDayYear
Date
What is dependent (1) relationship to you?*
Is this dependent permanently disabled, and could you provide proof to the IRS if they asked?*
Was this dependent on your tax return last year?*

YesNo
Dependent (1) - Upload Social Security Card + Birth Certificate(or Legal Affidavit / Guardianship papers, if applicable). *

Cancelof

Would you like to add another dependent?*

YesNo

Please answer all questions for each dependent. Missing info may delay your tax return.
Full legal name of dependent (must match exactly as shown on their Social Security card)(2) - *

First NameLast Name
Date of birth (please double-check for accuracy)*

MonthDayYear
Date
What is dependent (2) relationship to you?*
Is this dependent permanently disabled, and could you provide proof to the IRS if they asked?*
Was this dependent on your tax return last year?*

YesNo
Dependent (2) - Upload Social Security Card + Birth Certificate(or Legal Affidavit / Guardianship papers, if applicable). *

Cancelof

Would you like to add another dependent?

YesNo

Please answer all questions for each dependent. Missing info may delay your tax return.
Full legal name of dependent (must match exactly as shown on their Social Security card)(3) - *

First NameLast Name
Date of birth (please double-check for accuracy)*

MonthDayYear
Date
What is dependent (3) relationship to you?*
Is this dependent permanently disabled, and could you provide proof to the IRS if they asked?*
Was this dependent on your tax return last year?*

YesNo
Dependent (3) - Upload Social Security Card + Birth Certificate(or Legal Affidavit / Guardianship papers, if applicable). *

Cancelof

Would you like to add another dependent?

YesNo

Please answer all questions for each dependent. Missing info may delay your tax return.
Full legal name of dependent (must match exactly as shown on their Social Security card)(4) - *

First NameLast Name
Date of birth (please double-check for accuracy)*

MonthDayYear
Date
What is dependent (4) relationship to you?*
Is this dependent permanently disabled, and could you provide proof to the IRS if they asked?*
Was this dependent on your tax return last year?*

YesNo
Dependent (4) - Upload Social Security Card + Birth Certificate(or Legal Affidavit / Guardianship papers, if applicable).*

Cancelof

Would you like to add another dependent?

YesNo

Please answer all questions for each dependent. Missing info may delay your tax return.
Full legal name of dependent (must match exactly as shown on their Social Security card)(5) - *

First NameLast Name
Date of birth (please double-check for accuracy)*

MonthDayYear
Date
What is dependent (5) relationship to you?*
Is this dependent permanently disabled, and could you provide proof to the IRS if they asked?*
Was this dependent on your tax return last year?*

YesNo
Dependent (5) - Upload Social Security Card + Birth Certificate(or Legal Affidavit / Guardianship papers, if applicable).

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?*

YesNo
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?*

YesNo
Did you pay more than half of your household bills (such as rent, mortgage, property taxes, utilities, groceries, home insurance, etc.)?*

YesNo, I received financial assistance or someone helped me pay my bills most of the year.I do not have any bills in my name.

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.
Did you work at a job and are waiting on a W-2(s) for this tax year?*

YesNo
🚨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.
Upload ALL tax forms showing income (W-2s, 1099s, SSA, etc.)

Cancelof
Are you filing Self-Employment?*

YesNo
If you are filing a Schedule C or any high-risk return, you must opt into our $99 Audit Protection Program for this tax year. This service protects you if your return is selected for an audit and includes extra help, full document review, and IRS-response support from an experienced audit protection company. With Trump pushing for more small-business audits to fight fraud, this protection is more important than ever. I also add an extra layer of hands-on review to keep your filing safe, accurate, and stress-free.*

I have read the agreement above, and I agree to the terms.
Please upload your Profit & Loss business statement here. If you don’t have one yet, you can upload a blank image to continue.*

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?*

YesNo
Please select all that apply to you.*

I received student aid, tuition, and/or scholarships for school.I received student loans to pay for school.I paid for school or some of school out of my pocket including books, materials and supplies.
Upload your school tax form (1098-T) here. *

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?*

YesNo
Select the option that best matches your living situation during this tax year:

I owned a homeI rented a home or apartmentI received housing/low income assistance and DID NOT pay any rentI received housing/low income assistance and paid SOME rent
If you paid rent, how much did YOU pay MONTHLY? If you had housing/low-income assistance what was YOUR monthly family contribution out of pocket?
How many months did you pay that amount for?
Please list the name of your landlord or the company you paid rent to.

🔥 Home Heating Credit (Optional)Your state or county may offer this for low-income renters or homeowners. Would you like me to check?*

Yes — utility bill must be in your nameNo
Upload Jan 2026 bill (pages 1 & 2), or call your utility company and ask for your 2025 heat amount.

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 36% 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.
Are you interested in applying for a tax advance?*

YesNo

🏦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?*

YesNo
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.*

Visa Prepaid CardCheck
Bank Name*
Select Refund Deposit Account:*

CheckingSavings
For your protection, we do not store bank account details. Please upload a clear picture of your membership or bank card showing your routing and account numbers. Please double-check for accuracy before submitting to avoid any delays.*

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)

⚠️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.

Credit Repair – $500Business Bundle – $500I’m interested, but I’d like to ask a few questionsNot Interested at this time

This is your last chance to upload any missing tax forms. Upload them here so nothing is missed — including Form 1095-A (Health Insurance Marketplace). If none click Next.

Cancelof

📝Taxpayer Responsibility Agreement: I understand I must have documents for all income, expenses, and dependents. I take full responsibility for any missing or unreported information that could lead to penalties or audits.*

I Agree
I confirm my information is true and correct to the best of my knowledgment. My signature is my legal electronic signature. Please sign:*

Powered by Jotform SignClear
🌟 Rate your service with me! (1 = Poor, 5 = Excellent):

Your feedback means a lot! It helps me improve and continue providing great service to clients like you.
Thank you for completing your intake!
If you have uploaded all the required documents, we will review everything and usually finish your tax return within 24–48 hours.
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

If you are pre-starting, when you receive all of your W-2s and other tax forms, please reach out to me and I will send you a secure link so you don’t have to fill this out again.
Should be Empty:

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

🚨PLEASE READ TO AVOID BEING CHARGED

IRS Identity Protection PIN (IP PIN)

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

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

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

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

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

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

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

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

Proof of Income & Deductions — No Check Stubs Accepted

🎓American Opportunity Tax Credit

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

We need this information to calculate your tax credits.

💸 Interested in a Tax Advance?

🏦Refund Deposit Option

⚠️ 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.

💡 Need to Fix Your Credit or Start Your Business?