Tax Intake Form
Personal Information
Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Did you live at this address all of 2025?
*
Please Select
Yes
No
Previous Address (If Applicable)
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Dependents
Do you have Dependents?
*
Please Select
Yes
No
List Dependents Names and Date of Birth:
Income Sources
What sources of income did you have in 2025? (Select All That Apply)
*
Employment (W-2)
Self-Employment/Contractor
Other
Business/Self-Employment (If applicable)
Business Name:
Business Type:
Self-employed
Sole Proprietor
LLC
Partnership
Corporation
EIN:
Did you have business expenses?
Please Select
Yes
No
List business expenses (if known):
Do you keep business records?
Please Select
Yes
No
Document Upload
Upload Government Issued ID, SSN Cards, Tax Forms, and Prior Year Return.
*
Browse Files
Drag and drop files here
Choose a file
Cancel
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Where did you hear about us?
How did you hear about us?
*
Referral
Facebook
Instagram
Google
Returning Client
Other
If other, Explain
Sign and Date
Signature
*
Date
*
-
Month
-
Day
Year
Date
Continue
Continue
Should be Empty: