Intake Form 2026

  • INTAKE FORM

  • Do we already have your Social Security Card on file?*
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  • DOB*
     - -
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  • Can you be claimed on someone else's taxes?*

  • Select Filing Status

    Note: To claim Head of Household status, you must meet ALL of the following:

    1. Pay more than 1/2 of household expenses
    2. Be unmarried for the Tax Year
    3. Have a qualifying child or dependent
  • What is your filing status. (Even if you are filing SEPARATELY please indicate your legal marital status)*
  • Spouse DOB*
     - -
  • Are you legally blind?*
  • Do you have any dependents?*

  • Dependents

    Enter your dependents & their information in this section.
  • DOB*
     - -
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  • College Student
  • Next*
  • DOB*
     - -
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  • College Student
  • Next*
  • DOB*
     - -
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  • College Student
  • Next*
  • DOB*
     - -
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  • College Student
  • Next*
  • DOB*
     - -
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  • College Student
  • Next*
  • DOB*
     - -
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  • College Student
  • Was your "Child Tax" or "Earned Income Tax Credit" disallowed / reduced by the IRS in the past?*
  • Did you receive an Advanced Child Tax Credit (ACTC) payment last calendar year?*
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  • Previous Year

    This section covers sale of your home and moving details last year. (Check all that apply)
  • Did you sell your home?*
  • Did you...(Select each that apply)
  • Rows

  • Income

    This section documents all your income for the calendar year. (Investment income will be requested in a separate section.)

  • Select ALL income categories that apply.

  • Did you receive a W-2 (for Salaries Wages or any other Employer Compensation)?
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  • Rows
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  • Did you receive a Economic Impact Payment (stimulus check) Last Calendar Year?*

  • Check #1
    Check #2  
    Check #3    

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  • Do you owe past due Income Tax, Student Loans, or Child Support?*
  • If yes, do you have a current payment plan with the government for this obligation(s)?

  • Investments

    This section includes Interest Income, Dividends, IRA's, and Contributions. Select all that apply.
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  • Contributions
    Select all that apply, followed by its dollar amount.

    :      
           
       
          
     :           
           

  • Health Insurance

    Select all health insurances for the calendar year. Upload corresponding forms as noted.
  • Do you have health insurance?*
  • If Yes, I have insurance through...
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  • Rows

  • Health Insurance Name*
    Number of months insured at end of calendar year *
    Health Insurance ID#   

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  • Do you and your dependents have the same health insurance?

  • Adjustments to Income / Credits

  • Are you a teacher?*
  • Rows

  • Digital Assets

  • Last year, did you Buy, Sell, Acquire or Exchange a Digital Asset (ie. Bitcoin ect.)?*
  • Did you receive a 1099-NEC for mining Digital Assets?
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  • Did you receive a form 8300 for receiving more than $10,000 in Digital Assets?
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  • Misc Information

  • I/we certify all tax info provided by me, for Exemptions, Dependents, Filing Status, EIC is TRUE?*
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  • Do you have a Rental Property?*
    • Rental Property Section 

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    • Rows
    • Rows
    • Rows
    • Rows
  • Do you own a business? (Or a side job like Uber, Doordash, etc. that you were paid from)*
    • Business Section 

    • Profit or Loss from Business

      This section will allow you to enter income and expenses from your business.

    • Primary Business Information

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    • Method of accounting:*
    • What type of entity is your business?*
    • Corporations Only  

    • What state were you incorporated in?      
      What is the Date of Incorporation?      
      What is Date of S-Corp Acceptance?      
      State ID Number:      

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    • Rows
    • Business Income & Expenses 

    • Business Income

      Total Sales or Services Income
    • Did you have 1099-NEC or MISC Income?*
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    • Cost of Goods Sold

      Complete this section if you sell goods

    • Business Expenses

      This section includes specific expenses. Vehicle & Home Office expenses should be entered separately in the sections that follow (if applicable).
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    • Business Assets

    • 0/200

    • Vehicle & Home Office Expenses

    • Do you have Vehicle Expenses?*
    • Do you have a dedicated space used exclusively for a Home office?*
    • Vehicle Expenses 
    • Do you have proof of mileage (log book, app,etc.)?
    • When did you put car in service?
       - -
    • Do you have more than one car?
    • Home Office Expenses 
    • Rows

  • Banking Information & Signature

    This is the account that you will receive a direct deposit for refunds if applicable.

  • Direct Deposit Account
    Bank Account No:      
    Routing Number:     
    Name of Bank:    
          

  • How did you hear about us?
  • Date*
     - -

  • Complete

    If you have items you have not completed yet, click "Save" to return another time. A return link will be sent to the email you provided on page 1 of this form. If you are DONE, enter any final notes below you wish the accountant to be aware of then hit "Submit". One of our representatives will contact you via phone or email.
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