Top Tier Tax Intake Form Part 1

Select Your Tax Preparer

Name

First NameLast Name

Email

example@example.com

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Do you need to file any previous year returns?

YesNo

What is your occupation?

Do you have an Identity Protection Pin from the IRS? If so please enter it here.*

Did you attend school where you received a 1098t form?*

YesNo

Did you have health insurance through Affordable Care Act? If so, you'll receive a 1095A.

YesNo

Did you receive unemployment or have any side jobs/gig work that you made or invested money into? If so, what type of service or product? (Door Dash, Babysitting, Hair Styling, Clothing Designers, Graphic Design, etc.)*

How much did you profit or lose from your business? (If applicable)

Did you pay rent in 2025? If so, how much monthly and what is your landlord's name / leasing office address (MICHIGAN RESDIENTS ONLY)

Do you expect any debts to be garnished? If you are not sure, please call IRS @1800-304-3107 and follow the prompts. *

YesNo

Did you receive any profits or make any withdrawals from cryptocurrency/stocks/trading/ 401k? Or lottery winnings ?*

YesNo

Did you pay a person or child facility for your dependent? If yes, please upload your document from the childcare provider with their EIN/SSN listed.

How did you hear about us? If you were referred by word of mouth, please list the person's name.*

Checking Account Number

Routing Number

Are you interested in a cash advance? (Cash advances are not available past 3/15/26)

YesNo

Would you like to add 2 rounds of credit repair for $249? It will be added to prep fees meaning zero upfront costs.

YesNoOther

PLEASE READ:

Before you click submit, click here to submit your financial documents through our mobile app, Taxes2Go.

*If you're on a mobile browser, it will open a new tab, just keep it open and come back here to submit this form, then upload your documents.

Upon Submission, you'll recieve an email from "info@toptierreturn.com", please reply with your provided tax code & email address from Taxes2Go.