TAX PREPARATION INTAKE FORM
This form helps us determine eligibility for tax preparation services and ensures accurate, compliant filing. Completion of this form does not guarantee acceptance.
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Name
*
First Name
Last Name
Social Security Number
*
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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What type of tax service are you requesting?
*
Individual Tax Return (W-2/1099)
Small Business/Schedule C
Not sure (we will determine)
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Filing Status
*
Single
Head of Household
Married Filing Joint
Married Filing Separate
Qualifying Widow(er)
Dependents
*
Yes
No
If you answered "Yes" to Dependents, please provide their full name, DOB, and Social Security Numbers (the information provided will be stored & only used to complete an accurate tax return):
Did you file a tax return last year?
*
Yes
No
Any IRS notices or unresolved tax issues? (IRS audit, tax debt, child support obligations, etc.)
*
Yes
No
If you answered "Yes" above, please provide a brief description of your situation:
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Schedule C/ Business Filing
If you selected that you have a business (LLC, S-Corp, sole proprietorship, etc.), please complete this form.
Business Name (if applicable):
Business EIN (if applicable):
Business Address & Phone Number (if applicable):
Business Type:
Sole Proprietor
Single-Member LLC
Multiple Member LLC
S-Corp
Approximate 2025 Gross Income
Please Select
$0-$25,000
$25,001-$50,000
$50,001-$75,000
$75,001-$100,000
$100,000+
Do you have a summary of expenses?
Please Select
Yes
No (additional fees may apply)
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Are you prepared to upload required tax documents within 48 hours of booking?
*
Yes
No
File Upload (Driver's License/State ID, Social Security Card(s), W2s, 1099s, etc.)
*
Browse Files
Drag and drop files here
Choose a file
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Pricing Acknowledgement
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Final Certification & Consent
By submitting this form, I certify that the information provided is true, complete, and accurate to the best of my knowledge. I understand that providing incomplete or inaccurate information may delay or prevent the preparation of my tax return.
*
Date
*
-
Month
-
Day
Year
Date
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Should be Empty: