EARLY TAX DOCUMENT UPLOAD FORM!

Name*

First NameLast Name

Email

example@example.com

Phone Number

Please enter a valid phone number.

Date of Birth

Date

Type a question

Areyou a returning client or new this season?

NoYes

Please confirm the tax year you would like to file.

202520242023Other

If “other “ was selected, please notate the tax year below.

What type of file are you uploading?

CURRENT ADDRESS

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Enter ANY NEW Dependent's Name, DOB & Relationship to you. Please note any dependent who may be disabled.

File Upload

Client Consent and Acknowledgment Disclosure

By submitting documents through this form, you understand and acknowledge the following:

• Uploading documents early does not mean your tax return is being prepared or filed at this time

• This upload is for pre-season review and organization purposes only

• Your return will not be processed until the official filing season opens and all required steps are completed

• Additional documents, verification, or information may still be requested

• Submission of documents does not guarantee a refund amount or filing timeline

By proceeding, you consent to secure document storage and future communication related to your tax preparation.

I understand and agree to the above

Signature