Prime Taxes Intake 2026

Full Name

First NameLast Name
SSN*
Birthday*

MonthDayYear
Date
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Do you wish to apply for the Advancement up to $9,500.00?
Income
Type of income

Other
Please upload your supporting income documents:

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Do you have any dependents?
If yes, do you have permission to claim the eligible dependents?
Did this dependent stay with the taxpayer for 6 months or longer?
Dependent 1

First NameLast Name
Dependent DOB

MonthDayYear
Date
Dependent SSN
Relationship to Taxpayer
If you have more than one dependent, I will collect the information from you upon appointment.
Dependent 2

First NameLast Name
Dependent 2 DOB

MonthDayYear
Date
Dependent 2 SSN
Relationship to Taxpayer
Dependent 3

First NameLast Name
Dependent 3 SSN
Dependent 3 DOB

MonthDayYear
Date
Relationship to Taxpayer
Were you exempt from paying taxes this year ?
Do you have an IP Pin #
If yes to IP PIN, please enter it below :
Do you have access to your ID.Me account? (IRS ACCOUNT)
Are you current with your taxes?
Do you have any amendments you need taken care of ?
If yes, what year amendments ?
How will you verify your identity?
Please upload a valid License/ID/SSC.

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File Upload

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Signature
You've made the right choice in choosing a seasoned tax professional. Please be sure all documents are uploaded to insure a smooth and uninterrupted process. Allow up to 24-48 hours for a response via text or call. Thank you for trusting Prime Taxes & More!
Should be Empty:

Income