PLEASE FILL OUT ALL INFORMATION APPLICABLE TO BEGIN THE TAX FILING PROCESS. ONLY COMPLETE FORM TO FILE YOUR 2025 TAX RETURN.

2026 CLIENT INTAKE

Please have all documents required to accurately fill out the client intake.
Please Select Your Tax Preparer
Who Referred You?
Filing Status
PLEASE FILL OUT ALL INFORMATION APPLICABLE TO BEGIN THE TAX FILING PROCESS. ONLY COMPLETE FORM TO FILE YOUR 2025 TAX RETURN.
Taxpayer Name

First NameMiddle NameLast Name
Date of Birth

MonthDayYear
Date
SSN:
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Phone Number
Please your emergency contact.Format: (000) 000-0000.
Address

NO P O BOX / PHYSICAL ADDRESS ONLY

Street Address Line 2

CityState / Province

Postal / Zip Code
Occupation
Is This Your First Time Filing Taxes?
DID YOU SUCCESSFULLY RECEIVE YOUR 2024 TAX REFUND?
Do you owe any debt:
Are you totally and permanently disabled?
Please Upload a Selfie
UPLOAD A VALID ID OR DRIVERS LICENSE

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UPLOAD SOCIAL SECURITY CARD

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UPLOAD YOUR 2026 IPPIN FROM https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin

If you do not have an IPPIN upload a BLANK piece of paper
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What Is Your Mother Maiden Name? ID Verify Verification Purposes

First NameLast Name
City And State Where Mother Was Born
ID Verify Verification Purposes
What Is Your Father Last Name? ID Verify Verification Purposes

First NameLast Name
City And State Where Father Was Born
ID Verify Verification Purposes
Are you married?
Spouse Suffix
Spouse Information
Spouse Occupation
Spouse: Are you totally and permanently disabled?
Spouse: Are you legally blind?
Spouse Address (Where you receive your mail) NO PO BOX!

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
HEAD OF HOUSEHOLD FILERS MUST PRESENT ONE OF THE FOLLOWING TO FILE THIS STATUS: Choose all options that you are submitting to be approved to file (HOH) Head of Household.
Upload HOH Proof Document

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Upload HOH Proof Document

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Dependent 1

First Name MiddleLast Name Suffix ie..Jr,II, III
Date of Birth

MonthDayYear
Date
SSN
Must match government records
Dependent 1 - Lived with me for 12 months in 2025 or at least 6 months.

Other
Dependent 2

First Name MiddleLast Name Suffix ie..Jr,II, III
Date of Birth

MonthDayYear
Date
SSN
Must match government records
Dependent 2 - Lived with me for 12 months in 2025 or at least 6 months.

Other
Dependent 3

First Name MiddleLast Name Suffix ie..Jr,II, III
Date of Birth

MonthDayYear
Date
SSN
Must match government records
Dependent 3 - Lived with me for 12 months in 2025 or at least 6 months.

Other
UPLOAD ALL DEPENDENT(S) BIRTH CERTIFICATE(S) IF NO KIDS UPLOAD A BLANK PIECE OF PAPER

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UPLOAD ALL DEPENDENT(S) BIRTH CERTIFICATE(S) IF NO KIDS UPLOAD A BLANK PIECE OF PAPER

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UPLOAD ALL DEPENDENT(S) BIRTH CERTIFICATE(S) IF NO KIDS UPLOAD A BLANK PIECE OF PAPER

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UPLOAD DEPENDENT SOCIAL SECURITY CARD

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UPLOAD DEPENDENT SOCIAL SECURITY CARD

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UPLOAD DEPENDENT SOCIAL SECURITY CARD

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Signature (attesting you are HOH)
Did you, spouse and/or dependent (19-24 years old) attend school for at least 6 months?
Did you make college tuition payments and receive a 1098-T Form Last Year?
UPLOAD 1098-T This document is provided by the Institution you attend.

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Do you have any other income other than your W-2(s)? Not filing all Income will have your taxes held up with the IRS. You do understand that if all income is not reported to the IRS you can face penalties.
Do you own your home or rent?
How much is your rent?
Did you buy a new car? Yr 2025, 2026
Do you intend to purchase a new home in the upcoming year?
Did you, spouse and or dependent(s) collect Social Security or Retirement income?
Did you, spouse and/or dependent(s) receive unemployment?
Do you receive SNAP/TANF BENEFITS?
Did you sell any stock?
Did you withdraw any money from your 401k?
Did you receive, sell, exchange, or otherwise dispose of any digital assests (e.g., cryptocurrency) during the tax year? (1099DA)
If yes, please provide details of any digital assest transactions, including dates, amounts, and the platform used.

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Are you, spouse and or dependent(s) permanently disable or blind?
Are you receiving any housing assistance or support?
Did any of the dependents have an Income? Amount$ (USD)
Are you and or your spouse a BUSINESS OWNER, SELF EMPLOYED or have unreported income? This include GIG WORKERS, UBER DRIVER, SIDE HUSTLE etc
Self-Employment Income
IF NONE TYPE N/A
Tell us about your Business. Business Income Details
PLEASE TELL US ABOUT YOUR BUSINESS/
Other Income
List all other income here.
Deductions & Expenses
Deductions & Expenses
File Upload

UPLOAD 2025 W2 FORM
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File Upload

UPLOAD 2025 W2 FORM
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File Upload

UPLOAD 2025 1099'S
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File Upload

2025 TAX RETURN
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File Upload

UPLOAD ADDITIONAL TAX DOCUMENTS i.e. Recent Utility Bill, Current Lease, Mortgage
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File Upload

UPLOAD ADDITIONAL TAX DOCUMENTS i.e. Property Tax Statements, Education Expenses Receipts, Medical Expenses Receipts, Charitable Donation Receipts, Investment Statements, Business Expense Receipts, Childcare Provider Information, Health Insurance Statements, Alimony Payments Documentation, Job-related Expenses Receipts.
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File Upload

UPLOAD ADDITIONAL TAX DOCUMENTS i.e. Property Tax Statements, Education Expenses Receipts, Medical Expenses Receipts, Charitable Donation Receipts, Investment Statements, Business Expense Receipts, Childcare Provider Information, Health Insurance Statements, Alimony Payments Documentation, Job-related Expenses Receipts.
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Signature (Engagement Terms and Agreement)
Numerical E-file Signature (submitting tax return) 5-digit PIN (not all zeros)
Spouse Signature (Engagement Terms and Agreement)
Appointment
Should be Empty:

2026 CLIENT INTAKE

PLEASE FILL OUT ALL INFORMATION APPLICABLE TO BEGIN THE TAX FILING PROCESS. ONLY COMPLETE FORM TO FILE YOUR 2025 TAX RETURN.