CONNECT/TND 2026 Tax Prep Sign-Up

Welcome!

This form will take approximately 10 minutes to fill out, and in many cases, you may book an appointment with us when completed. Starting this year, the IRS requires refunds be disbursed electronically, either via direct deposit or via pre-paid debit card.
Please ensure you have reviewed all required documents that apply to you and your situation. You will need to have them available when booking your appointment, and they will be needed at your appointment time.

Lastly, you will need your Social Security Card OR ITIN, and all Social Security Cards of any spouse and depends, AND Photo Identification (like a driver's license, State ID Card, or Passport) for yourself and your spouse (if applicable).

Sample Employment/Unemployment Documents

Sample Healthcare Documents

Sample Student Expense Documents

Sample Gambling Earning & Dividends Documents
Have you received all documents you plan to include in your 2025 tax return?*

YesNo
Have you had your taxes prepared here at CONNECT before?*

YesNo

What is your preferred Language?*
Were you an international student in the US on a student visa?*

YesNo
How do you plan to file your taxes?*

I have a Social Security NumberI have an ITINI need help applying for an ITIN
Do you have a bank account to receive any applicable refunds?*

YesNo

What is your name?*

First NameMiddle NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Where do you currently live?*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Did you have a spouse in 2025?*

YesNo
Do you have dependents to claim?*

YesNo

Spousal Information

You indicated that you are married. Spouses have two options for how they file their returns. Please tell us about your spouse. Note that your spouse *DOES NOT* need a separate appointment, but will also need to be present for the one you book if filing jointly.
What is your spouse's name?*

First NameMiddle NameLast Name
Spouse Email*
example@example.com
Spouse Mobile Phone
Please enter a valid phone number.
How do you and your spouse plan to file your tax return?*

Married, filing jointlyMarried, filing separatelyI would like to discuss with a tax preparer

Dependents

Please bring the original social security cards for all dependents you are claiming. Dependents are defined as someone other than the taxpayer or their spouse who can be claimed on a tax return. To be a dependent, an individual must be a qualifying child or qualifying relative and meet specific tests.
How many dependents are you claiming?*

Tell us about your Housing
In 2025:*

I rented my homeI owned my home and paid interest on its mortgageI owned my home and did not pay mortgage interestI received rental income from a property or unit that I own

Employment in 2025
Please select all that apply. For examples of these documents, click here and a reference page will open in a new tab.
Employment:*

I worked full-time and I have a W-2I was an independent contractor. I have at least one 1099-NEC or 1099-K form(1099-MISC) I have miscellaneous income to reportI was unemployed and received unemployment insurance (DUA) payments (1099-G)I was retired and received Social Security or pension income (1099-SSA or 1099-R)I did not earn income in 2025I received income outside of MassachusettsI owned my own business

You mentioned you were an independent contractor.
Do you have a log of income and expenses?*

YesNo

Did you have health insurance in 2025?
Please select all that apply. For examples of these documents, click here and a reference page will open in a new tab.
Health Insurance*

I did not have health insurance in 20251095-A or 1099-HC; Purchased via Marketplace1095-B or Healthcare Card; MassHealth1099-HC; Employer-Sponsored1099-SA; There was a distribution or withdrawal from a Health Savings Account, Archer Medical Savings Account, or Medicare Advantage Medical Savings Account5498-SA; I paid into an HSA (Health Savings Account, Archer MSA, or Medicare Advantage Plan)Medicare; Health Card

Educational Expenses and Dividends, Interest, Gambling Earnings
Please select all that apply. Click the links below to view reference documents in a new tab.
- For examples of education documents, click here.
- For examples of gambling earnings documents, click here
Education Expenses*

(1098-E) I paid interest on Student Loans(1098-T) I was a student and had qualifying tuition or educational expensesI have a log of educational expenses (i.e. textbooks, housing, meal plans, etc.)None of the above
Gambling Earnings, Dividends, Distributions, and Interest*

(W2-G) I have gambling winnings to report(1099-INT) I have received interest by a bank or financial institution(1099-DIV) I have reportable dividends and/or distributions from investmentsNone of the above

Thanks for submitting this information. Let's get your appointment booked.

We have three types of appointments:
How would you like to have your tax preparation appointment?*

In-person. Come to CONNECT and sit with our team.Virtual. Scan your documents now and meet virtually laterScan & Go. Bring your documents to our office, and we will prepare your taxes and let you know when they are completed.
Appointment Type (Hidden)

Don't forget to bring your Documents

Below is a list of documents you indicated that you will include in your 2025 tax return. Please remember to bring them to your appointment. Your tax preparer will be unable to have your appointment without them:
- Valid ID for you and your spouse, if applicable (Driver's License, Passport, Identification Card). Photos and copies are not accepted.
- Social Security Cards for all in your household, including dependents and spouse, if applicable. Photos and copies are not accepted.
- 1098; Mortgage Interest Statement
- W-2; Wage and Tax Statement
- W-2G; Gambling Winnings
- 1095-A, OR 1099-HC
- 1095-B; MassHealth OR Health Card
- 1098-E; Student Loan Interest Statement
- 1098-T; Tuition Statement
- 1099-DIV; Dividends and Distributions
- 1099-K; Self-Employment or 1099-NEC; Nonemployee Compensation
- 1099-G; Certain Government Payments
- 1099-INT; Interest Income
- 1099-MISC; Miscellaneous Income
- 1099-SA; Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
- 1099-SSA; Social Security Benefit Statement or 1099-R; Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc
- 5498-SA; HSA, Archer MSA, or Medicare Advantage MSA Information
- Student Expenses Log
- Business Income & Expenses Log

Documents Upload

You would like to have a virtual tax preparation appointment. Below is a list of documents you indicated that you have to include in your 2025 tax return. Please upload them ahead of your preparation appointment. These documents will be stored securely and will only be visible to those who need to access them.
Valid ID*

Driver's License, State ID, Passport ONLY
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Your Social Security Card*

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Spouse's Social Security Card*

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Dependents' Social Security Cards*

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W-2; Wage and Tax Statement*

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1098; Mortgage Interest Statement*

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W-2G; Gambling Winnings*

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1095-A, OR 1099-HC*

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1095-B; MassHealth OR Health Card*

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1098-E; Student Loan Interest Statement*

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1098-T; Tuition Statement*

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1099-DIV; Dividends and Distributions*

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1099-K - Payment Card and Third Party Network Transactions or 1099-NEC; Nonemployee Compensation*

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1099-G; Certain Government Payments*

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1099-INT; Interest Income*

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1099-MISC; Miscellaneous Income*

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1099-SSA; Social Security Benefit Statement or 1099-R; Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc*

Cancelof
1099-SA; Distributions From an HSA, Archer MSA, or Medicare Advantage MSA*

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5498-SA; HSA, Archer MSA, or Medicare Advantage MSA Information*

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Student Expenses Log*

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Business Income & Expenses Log*

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We can coach you to meet your goals.

If you select yes, you will receive a text message to book an appointment with one of our financial coaches.
Are you interested in meeting with a financial coach to discuss ways to maximize your refund, pay down debt, or build credit?*

YesNo
Should be Empty:

Welcome!

Spousal Information

Dependents

Tell us about your Housing

Employment in 2025

You mentioned you were an independent contractor.

Did you have health insurance in 2025?

Educational Expenses and Dividends, Interest, Gambling Earnings

Thanks for submitting this information. Let's get your appointment booked.

Don't forget to bring your Documents

Documents Upload

We can coach you to meet your goals.