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.
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

PhoneEmailText
Did you purchase health insurance in the marketplace?*

YesNo
Did you have any digital asset or crypto transactions? If yes, please attached any supporting documentation*

YesNo
Filing Status

Tell us about your tax year and filing status.
Tax Year*
Filing Status*

SingleHead of HouseholdMarried Filing JointlyMarried Filing SeparatelyQualifying Widow(er)
Do you have an IP PIN? (Issued by the IRS)*

YesNo
Spouse Full Legal Name (if applicable)

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

MonthDayYear
Date
Dependent Information

Add each dependent below if applicable.
Do you have dependents?*

YesNo
Dependent Details
Income Information

Select all types of income received.
Types of Income Received

W-2 (Employment)1099-NEC / 1099-MISCSelf-Employment / Business IncomeRental IncomeUnemploymentSocial SecurityRetirement / PensionInvestment Income (1099-INT, DIV, B)Other (Explain)
Deductions & Credits

Select all that apply.
Did you have any of the following?

Child Tax CreditEarned Income CreditEducation Expenses (1098-T)Student Loan InterestMortgage InterestProperty TaxesCharitable ContributionsMedical ExpensesBusiness ExpensesChildcare ExpensesEnergy Credits
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?

Direct DepositPaper Check
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*

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Date

MonthDayYear
Date
Additional Information or Questions
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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