Reliable Returns Tax LLC — Client Intake & Document Upload

Reliable Returns Tax LLC — Client Intake & Document Upload

Please complete this secure intake form and upload your tax documents. This helps us prepare your return accurately and efficiently. Your information is kept confidential and protected.
Filing Status*

SingleHead of HouseholdMarried Filing SeparateMarried Filing JointQualifying Widower

Taxpayer Information
Name*

First NameLast Name
Social Security Number*
Social Security numbers are required for tax filing and are submitted securely.
Date of Birth*

MonthDayYear
Date
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Occupation*
Are you a full-time student?

YesNo
What type of income did you receive?*

W2Uemployment1099Social Security or DisabilityOther

Enter dependents you are claiming for the current tax year.

ID Verification and Documents Upload
Upload Your Tax Documents (if available)*

Examples include W-2s, 1099s, prior-year tax returns, or other relevant tax documents. Additional information may be requested after review.
Cancelof

Banking Information
Banking information is used only for direct deposit of tax refunds when applicable.
Do you want Direct Deposit?*

YesNo
Routing Number
Account Number
Confirm Account Number
How did you hear about us? (Referral, Social Media, Returning Client, Other)
Any questions or notes for your preparer?

Acknowledgment & Signature
- I confirm that the information provided is true and complete to the best of my knowledge.
- I authorize Reliable Returns Tax LLC to prepare my tax return based on the information provided and any supporting documentation.
- I understand my information will be kept confidential and used only for tax preparation purposes.
- By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Name*

First NameLast Name
Date Signed*

MonthDayYear
Date
Taxpayer Signature*

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