To properly fill this form for submission, you will need to have handy: driver's license, social security cards for yourself and dependents if claiming any, W-2s or other documents supporting income, 1099s that you may have received, 1098-T for students, 1098 Mortgage Interest Statement

Select Your Preparer

Referred By:

Or workplace you were referred from

Filing Status?*

Your Full Name*

First NameMiddle NameLast NameSuffix

Spouse's Full Name

First NameMiddle NameLast NameSuffix

Birthdate*

Date

Spouse's Birthdate

Date

Social Security Number*

Spouse's Social Security Number

Mobile Phone Number*

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

Email

example@example.com

Gender

Occupation*

Driver's License Number*

State Driver's License was Issued*

Driver's License Issue Date*

Driver's License Expiration Date*

Upload Photo of Driver's License*

Upload Photo of Spouse's Driver's License

Upload Photo of Social Security Card*

If you do not have SSN Card, photo of temporary SSN from SSA is acceptable

Upload Photo of Spouse's Social Security Card

If you do not have SSN Card, photo of temporary SSN from SSA is acceptable

Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Are you eligible to be claimed as a dependent on another person's tax return?*

Do you have healthcare through the Marketplace? (Affordable Healthcare Coverage/ www.healthcare.gov)?*

Were you in school in 2024?*

Did you invest in an IRA, annuity, or any other retirement plan outside of your job?

Do you own a business?*

Business Name

What Type of Business is This?

Business EIN

Did you claim this business on your last year's return?

For business owners only

If your business is in the real estate sector (rental property, Airbnb/short-term rental, real estate investing, property management, wholesaling, or development), please upload all applicable documents below.
This includes and is not limited to closing statements for each property, deed(s) or proof of ownership, settlement statements for properties bought or sold during the year, operating agreement (if property is owned by an LLC or partnership).

Also include Schedule E from prior-year tax return (if available), rental income statements or rent roll, 1099s received (property management platforms, Airbnb, VRBO, etc.), short-term rental platform statements

Expense & cost records, improvements vs. repairs, depreciation & asset information, financing & loan documents, sales or dispositions.

If you are unsure about what documents to include, please text "real estate intake" to 205-515-8255 to schedule your consultation.

What is the make, model and year of your vehicle?

For business owners only

Did you work for any courier service or host AirBnB?*

DoorDash, Uber, AirBnB, Turo or other similar businesses

Upload W-2 Forms and Other Supporting Documents for Income*

1099s 1098-T Any expense or income supporting documents Mortgage Interest Forms

Do you have any eligible dependents you wish to claim on your Tax Return?*

Enter Dependents

Rows	Name	Full SSN ###-##-####	Birthdate	Relationship
1
2
3
4
5
6
7
8

Did dependent(s) live in your care for 12 months?

Upload Dependent's Social Security Card or Supporting Documents

Was there child care paid for the 2023 tax year?

General Expenses

Rows	Amount
Medical Expenses
Dental Expenses
Insurance Premiums Paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Investment Expenses

IT'S MY REFUND & I WANT IT NOW!

Do you want to apply for Cash Advance?*

**Refund Advance Loans are subject to approval and we have no bearing on who is approved and who is denied. Advances range from $500-$7000 and are available January 2nd to March 15th. The amount of the loan and applicable interest will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer from the refund. Fees for other optional products or product features may apply and will be disclosed at the time of application. Refund Advance Loans will be issued by check or loaded on a Prepaid Visa, both of which can be picked up in the office or mailed via certified mail.**

Choose the method in which you would like to receive your refund*

YesYes, but it was taken. I have an OFFSETNo, I did not file

How much did you receive in your prior year tax return?*

If you have any student loans, do you know what status they are in?

Do you know of any OFFSETS (delinquent student loans, child support, tax liens, owe federal back tax, owe state tax, etc.) with the IRS that may prevent you from receiving your 2025 Tax Return?*

If you are unsure, please consult with your tax preparer to complete this question. If you suspect that you have an offset, call (800)304-3107

FOR DIRECT DEPOSIT ONLY

Financial Institution Name

Bank Routing Number

Bank Account Number

Type of Account

2026 Client Intake Form

Qualifying Dependents

IT'S MY REFUND & I WANT IT NOW!