2026 E-filing Intake Form
Name
First Name
Last Name
Occupation
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Are you a US citizen?
Yes
No
Income (Check all that apply)
W2
W2G
1099R
1099DIV
1099G
1099MIC
1099NEC
1099SSA
Spouse's Full Name
First Name
Last Name
Spouse's Occupation
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Dependents
Relationship
Tiution Fees$
Disabled
Yes
No
Itemized Deductions
If Applicable
Medical Insurance $
vision $
Dental $
mortgage Insurance $
Mileage
Itemized Deduction Amount
Type a question
Single
Married filing joint
Married filing separate
Head of household
Qualified widow(er) with dependents child
Tax Withholding
Please indicate your tax withholding preferences
Federal Tax Withholding
State Tax Withholding
Additional Information
Signature
Submit
Should be Empty: