Personal Information
Please provide your personal details so we can start your tax intake.
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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Filing Status & Dependents
Help us understand your household for accurate filing.
Filing Status
*
Single
Married Filing Joint
Married Filing Separate
Head of Household
Qualifying Widow
Do You Have Dependents?
*
Yes
No
Dependent Full Name
First Name
Last Name
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Income Information
Select all income sources you received during the tax year.
Did you receive W-2 income?
*
Yes
No
Did you receive unemployment income?
*
Yes
No
Did you receive interest/dividends?
*
Yes
No
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Self-Employed / Schedule C Business Information
If you are self-employed, a gig worker, or operate a small business, please complete this section. If not applicable, you may skip this page.
Are you self-employed or do you operate a business?
*
Yes
No
Business name
*
Business type
*
Please Select
sole proprietor
gig worker
Industry / description of work
*
Gross income
*
EIN (if applicable)
*
Did you receive 1099 forms?
*
Yes
No
Business Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business Expenses (Profit & Loss)
Enter your total expenses for each applicable category. Leave blank if not applicable.
Advertising ($)
Supplies ($)
Office expenses ($)
Home office deduction ($)
Travel ($)
Cell phone use ($)
Professional fees ($)
Contract labor ($)
Equipment purchases ($)
Business insurance ($)
Other expenses
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Deductions & Credits
Help us maximize your tax refund by submitting deductible expenses.
Do you want to itemize deductions instead of standard deduction?
*
Yes
No
Did you pay for childcare?
*
Yes
No
Did you attend school and receive a 1098-T?
*
Yes
No
Retirement Contributions?
*
Yes
No
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Additional Tax Questions
Provide any extra information that may affect your tax filing.
Do you own a home?
*
Yes
No
Did you buy or sell property?
*
Yes
No
Do you have investment statements (1099-B)?
*
Yes
No
Were you insured all year?
*
Yes
No
Bank Name
Routing Number
Account Number
Would you like to apply for the refund advance? (Jan 1 - March 1, 2026)
*
Yes
No
Would you like to add on Business Setup Services for $150?
*
Yes
No
Would you like to add a round of credit repair for $299? It can be paid from your tax prep fees
*
Yes
No
Would you like to see if you qualify for business funding?
*
Yes
No
Shipping Speed for Check/Debit Card (No up front fee/ can be taken from refund)
Standard (up to 3-5 business days) FREE
Priority $8 (1-3 business days)
Overnight $35 (next business day)
Address to mail debit card?
Additional Notes
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Upload Your Supporting Documents
Upload all relevant tax documents. You can add multiple files.
W-2 Upload
*
Browse Files
Drag and drop files here
Choose a file
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Upload 1099-NEC or 1099-K
*
Browse Files
Drag and drop files here
Choose a file
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of
Expenses / Receipts Upload
Browse Files
Drag and drop files here
Choose a file
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of
Prior Year Tax Return Upload
Browse Files
Drag and drop files here
Choose a file
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of
Miscellaneous Tax Documents Upload
Browse Files
Drag and drop files here
Choose a file
Cancel
of
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Consent & Authorization
Please authorize SmartTaxIQ to prepare your tax return.
*
I authorize SmartTaxIQ to use this info for tax preparation.
I confirm that all information is accurate.”Electronic Signature field
Signature
*
Date of Signature
-
Month
-
Day
Year
Date
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Review & Submit
Review your information before submitting your intake.
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