2025-2026 Client Intake Form
  • FILE YOUR TAXES TODAY

    FILE YOUR TAXES TODAY

  • Taxpayer Information

    PLEASE ENTER IN ALL OF YOUR INFORMATION
  • Date of Birth*
     - -
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  • Are you filing with a spouse?*

  • Spouse

    YOUR SPOUSES INFORMATION, IF LEGALLY MARRIED OR PRESUMED MARRIED BY COMMON LAW STATUTE IN THE STATE YOU RESIDE IN
  • Spouse Date of Birth
     - -
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  • Credits

  • Which of the following applies to you?*
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  • Dependent 1

  • Date of Birth
     - -

  • Dependent 2

  • Date of Birth
     - -

  • Dependent 3

  • Date of Birth
     - -

  • Dependent 4

  • Date of Birth
     - -

  • Dependent 5

  • Date of Birth
     - -

  • INCOME AND WAGES

  • Does any of the following apply to you?*
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  • ANSWER THESE QUESTIONS IF YOU HAVE A BUSINESS OR SELF EMPLOYMENT INCOME

  • WHAT IS THE STRUCTURE OF YOUR BUSINESS?*
  • Do you have a Business Name?*
  • Do you have an EIN*
  • How did you collect payment for your self-employment?*
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  • Misc.

  • How would you like to receive your refund?*
  • WOULD YOU LIKE TO APPLY FOR THE REFUND ADVANCE? (Jan 1-March 1, 2026)*
  • Shipping Speed for Check/Debit Card (No up front fee/can be taken from refund)

  • Upload Additional Documents

    Please upload one or more files into the areas below. Uploads will accept JPG, PNG and PDF files only. You can select multiple files to upload for each section by Shift or Cmd/Ctrl clicking files in the prompt.
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  • LETTER OF ENGAGEMENT


    SCOPE OF SERVICES 

    CLIENT RESPONSIBILITIES


    OUR RESPONSIBILITIES

     FILING AUTHORIZATION

     

    IMPORTANT NOTE ABOUT NON-FILING

    FEES & PAYMENTS TERMS



    PAYMENT OPTIONS

    NO REFUNDS


    We don’t promise magic—but we do promise to work hard, stay honest, and keep your best interest at the center of everything we do.

     

    DIRECT DEBIT AUTHORIZATION 

    RECORD RETENTION POLICY


    TERMINATION OF AGREEMENT

     

    We’re here to help—not to chase people down or compromise our standards.

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