Tax Intake Form

Tax Intake Form

Please complete this form to provide your personal details and upload required tax documents for filing.
Full Name

First NameLast Name
Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Date of Birth:
Social Security Number:
Email Address
example@example.com
Identity Protection PIN (IP PIN)
Dependent #1 Name-Social & DOB
Dependent #2 Name- Social & DOB
Dependent #3 Name- Social & DOB
Upload birth certificates for dependents (if applicable)

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Upload a government-issued photo ID (Driver's License, State ID, or Passport)

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Upload Social Security Cards

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Upload your W-2 form(s)

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Upload your 1095-A Health Insurance Marketplace Statement (if applicable)

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Upload your 1098-T Tuition Statement (if applicable)

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Where would you like for your refund to go?
Would you like to apply for the advance loan?
Upload a document showing your bank account and routing information (e.g., voided check or bank letter; do not upload sensitive account numbers)

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Should be Empty: