GET READY FOR TAX SEASON
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  • English (US)
  • English (US)
  • GET READY FOR TAX SEASON

    Securely upload your tax documents for professional preparation
    • BASIC INFORMATION 
    • This information is used exclusively for tax filing purposes and is protected by industry-standard encryption.

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    • Format: (000) 000-0000.
    • TAX FILLING STATUS AND HISTORY 
    • WARNING: Please stop here and contact your tax peparer to determine your filing status before continuing with this form.

      WARNING: Please stop here and contact your tax peparer to determine your filing status before continuing with this form.

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    • IDENTITY 
    • WARNING: Please upload documentation for ALL INDIVIDUALS claimed on your tax return

      WARNING: Please upload documentation for ALL INDIVIDUALS claimed on your tax return

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    • INCOME 
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    • BUSINESS EXPENSES (FREELANCERS ONLY) 
    • WARNING:  Include strictly business-only expenses. Personal expenses (home groceries, clothing, or personal items) are not deductible and must be excluded

      WARNING: Include strictly business-only expenses. Personal expenses (home groceries, clothing, or personal items) are not deductible and must be excluded

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    • (*) Only if employer-subsidized coverage was NOT available to you or your spouse.

    • HEALTH AND INSURANCE  
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    • OTHER TAX CREDITS 
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    • ADDITIONAL TAX DOCUMENTS 
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  • SWORN AFFIDAVIT


    BY MEANS OF THE PRESENT, I HEREBY DECLARE THAT:

    I,{fullName}, DATE OF BIRTH {dateOf}, IDENTIFIED WITH SOCIAL SECURITY / ITIN NUMBER {socialSecurity245}, RESIDING AT THE FOLLOWING ADDRESS: {address261}.

    MY OCCUPATION IS {cashbasedOccupation}. PAYMENTS FOR THESE SERVICES ARE RECEIVED IN CASH AND REPRESENT AN ANNUAL INCOME OF ${estimatedAnnual} FOR THE ENTIRE YEAR 2025.

    I FURTHER ATTEST THAT THE INFORMATION PROVIDED IN THIS LETTER IS TRUE AND ACCURATE.

     

    SINCERELY,

  • By signing, you agree that your electronic signature is the legal equivalent of your manual/wet signature on this document. You consent to be legally bound by the terms and conditions of this tax intake form under the U.S. Electronic Signatures in Global and National Commerce (ESIGN) Act.

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  • {fullName}

    SSN / ITIN: {socialSecurity245}

  • BANK INFORMATION

  • In the event of a tax refund, please provide the banking details for direct deposit

    In the event of a tax refund, please provide the banking details for direct deposit

  • SIGN AND SUBMIT INFORMATION

  • Accuracy Statement

    Please review all uploaded documents before submitting. By clicking 'Submit', you agree that all information provided is accurate. You confirm that you have all the necessary receipts to back up your deductions in case of an IRS audit. Maria Salvatierra will use this information to maximize your refund or minimize your tax liability according to current tax laws.

    By signing, you agree that your electronic signature is the legal equivalent of your manual/wet signature on this document. You consent to be legally bound by the terms and conditions of this tax intake form under the U.S. Electronic Signatures in Global and National Commerce (ESIGN) Act.

  • Terms & Conditions 

    1. Disclosure & Privacy (IRC 7216): I authorize María Salvatierra to handle my personal information, including my SSN, strictly for tax preparation. My data will not be disclosed to third parties without my express consent, except as required by law. 2. Accuracy of Information & Receipts: I certify that all income and expenses provided (including cash transactions) are true and accurate. I understand that I am responsible for maintaining original receipts, canceled checks, and other records to substantiate all deductions. Maria Salvatierra has not audited my records and is relying on my verbal or written statements. 3. Deadlines & Liability: Maria Salvatierra is not responsible for IRS penalties, interest, or late fees resulting from incomplete documentation or submissions made after the tax season deadlines. 4. Audit Representation: I acknowledge that the fee paid for tax preparation does not include audit representation or legal defense. Such services require a separate engagement letter and additional fees.

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  • {fullName}

    SSN/ITIN: {socialSecurity245}

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