Intake Form 2026

Previous Year

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

YesNo
Did you...(Select each that apply)

Move within the tax year?Live in another state?

If you answered yes to any of the the above, please list state and applicable dates: (if on a mobile device turn phone sideways for best experience)

	Date From	Date To	City	State	Live/Work
Entry 1
Entry 2

	State	How much
Unemployment Compensation

Adjustments to Income / Credits
HSA Contributions from (external from employer plan):
Enter dollar amount of any HSA Contributions
Are you a teacher?*

YesNo
If yes, how much did you spend on class supplies for your class room.
Enter the dollar amount you spent on these supplies.

Childcare Expense Credits - Daycare Providers (if applicable)

Digital Assets
Last year, did you Buy, Sell, Acquire or Exchange a Digital Asset (ie. Bitcoin ect.)?*

YesNo (Note: If you Bought and Held your digital assets and did not sell or trade them, you can answer NO)
Did you receive a 1099-NEC for mining Digital Assets?

YesNo
Upload Form 1099-NEC

Cancelof
Did you receive a form 8300 for receiving more than $10,000 in Digital Assets?

YesNo
Upload Form 8300

Cancelof

Misc Information
I/we certify all tax info provided by me, for Exemptions, Dependents, Filing Status, EIC is TRUE?*

YesNo
Other Documents

Check if you have other documents you wish to add
OTHER DOCUMENTS

Other
Cancelof

Rental Properties:

Rental Property Income and Expenses:

	Property A	Property B	Property C	Property D
Income-Rent
Income-Other
Expense-Advertising
Expense-Auto
Expense-Travel
Expense-Cleaning/Maintenance
Expense-Commissions
Expense-Insurance
Expense-Legal & Professional
Expense-Management Fees
Expense-Repairs
Expense-Supplies
Expense-Real Estate Tax
Expense-Water
Expense-Gas
Expense-Electric
Expense-Other Utilities
Expense-Association Fees
Expense-Lawn Care
Expense-Pest Removal
Expense-Snow Removal
Expense-Other
Expense-Mortgage Interest

Major Capital Improvements

Rental Property Purchased or Sold

Banking Information & Signature

This is the account that you will receive a direct deposit for refunds if applicable.
Direct Deposit Account
Bank Account No:   account number
Routing Number:   routing number
Name of Bank: Name of Bank
Checking Account   Savings Account
How did you hear about us?

I'm an existing clientGoogleAdvertisementReferral from friend or family member
Enter Referrals Name. Referrals receive $25 off their tax services.

First NameLast Name
Tax Payer Signature*
Date*

MonthDayYear
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.
IRS PIN # (of applicable)
Four-digit IRS PIN (if applicable)
Notes to Accountant
Should be Empty:

INTAKE FORM