Tax Filing Intake Form

Tax Filing Intake Form

Please provide accurate information and upload supporting documents to begin your tax return preparation.
Please review the checklist below and gather your documents before completing this form. All information must be accurate and supported by official documentation.
Full Legal Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Current Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Marital Status

Other
Occupation
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Upload a recent photo (for identification purposes)

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Do you have any dependents to claim on your tax return?
What types of income did you receive in the past year? (Select all that apply)

Other
Dependent Information
Please upload relevant income documents (e.g., W-2, 1099, etc.)

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Did you have any of the following deductions or credits? (Select all that apply)

Other
Please upload documents supporting your deductions or credits (if applicable)

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Did you file a tax return last year?
Is there anything else we should know regarding your tax situation?
If yes, please upload a copy of last year's tax return

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Should be Empty: