ProsperityPoint Tax Intake Form

Welcome to ProsperityPoint Tax & Financial Services

Please complete this secure intake form and upload your tax documents.

Here’s what will happen next:

1️⃣ Complete this intake form

2️⃣ Upload your documents

3️⃣ You will be redirected to schedule your appointment

4️⃣ We will review your information and contact you

Thank you for trusting ProsperityPoint — we look forward to serving you.
Basic Information
Full Legal Name*
Date of Birth*

MonthDayYear
Date
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Email*
example@example.com
Current Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Are you a returning ProsperityPoint client?*

Yes, I am a returning clientNo, I am a new client
Household & Filing Details
What is your filing status?*

SingleHead of HouseholdMarried Filing JointMarried Filing SeparateWidowed
Do you have dependents?*

YesNo
Income & Tax Information
What types of income do you have this year? (Select all that apply)*

W-21099 (Employment or Contract)Self-Employment / BusinessUnemploymentSocial SecurityRetirement / PensionMarketplace Insurance (1095-A)Other
Did you file taxes last year?*

YesNo
Do you have a copy of last year’s return?*

YesNo
Did you receive any IRS letters?*

YesNo
Do you have an IRS Identity Protection PIN (IP PIN)?*

YesNoI’m not sure
If yes, please enter your 6-digit IP PIN*
Do you have childcare expenses?*

YesNo
Do you have school or college tuition?*

YesNo
Secure Document Upload
Upload Photo ID (Front & Back)*

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Upload Social Security Card(s) or ITIN Letters

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Upload W-2 / 1099 Forms

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Upload Proof of Dependents (if required)

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Upload Any Additional Documents

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🔒 Your Privacy Matters

Your personal information and documents are secure and confidential.

ProsperityPoint Tax & Financial Services does not sell, share, or distribute your information to third parties.
Should be Empty:

Basic Information

Household & Filing Details

Income & Tax Information

Secure Document Upload