Virtual Tax Preparation – Client Intake & Secure Document Upload

Virtual Tax Preparation – Client Intake & Secure Document Upload

Securely provide your information and upload required documents for tax preparation and filing. Complete all applicable sections and upload clear images or PDFs as requested.
Client Information

Please provide your personal and contact details.
Full Legal Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Cell Phone Carrier
Needed for Text message rates
Email Address
example@example.com
Current Mailing Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Occupation
Preferred Method of Contact
Did you purchase health insurance in the marketplace?
Did you have any digital asset or crypto transactions? If yes, please attached any supporting documentation
Filing Status

Tell us about your tax year and filing status.
Tax Year
Filing Status
Do you have an IP PIN? (Issued by the IRS)
Spouse Full Legal Name (if applicable)

First NameLast Name
Spouse Email
example@example.com
Spouse Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Spouse Occupation (if applicable)
Spouse Date of Birth (if applicable)

MonthDayYear
Date
Dependent Information

Add each dependent below if applicable.
Do you have dependents?
Dependent Details
Income Information

Select all types of income received.
Types of Income Received

Other (Explain)
Deductions & Credits

Select all that apply.
Did you have any of the following?
Banking Information (For Refund or Payment)

Provide details for how you would like to receive your refund.
How would you like to receive your refund?
Bank Name (if Direct Deposit)
Routing Number
Account Number
Account Type
Required Document Uploads

Upload clear images or PDFs of the following documents. You may upload multiple files and file types (PDF, JPG, PNG).
Identification Documents (Social Security Card[s], Birth Certificates, Government Issued Photo ID)

Cancelof
Income Documents (W-2s, 1099s, Business/Rental Income, SSA-1099, Unemployment)

Cancelof
Deductions & Supporting Documents (Childcare, Education, Mortgage, Property Tax, Medical, Business, Charitable)

Cancelof
Prior Year Tax Return (if available)

Cancelof
Virtual Tax Office Consent

Please review and authorize below.
Electronic Signature
Date

MonthDayYear
Date
Additional Information or Questions
Should be Empty:

Virtual Tax Preparation – Client Intake & Secure Document Upload

Client Information

Filing Status

Dependent Information

Income Information

Deductions & Credits

Banking Information (For Refund or Payment)

Required Document Uploads

Virtual Tax Office Consent