Tax Preparation Intake Form
Please provide your information and upload required documents to begin your tax preparation.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
What is your filing status?
*
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er)
Do you have any dependents?
*
Yes
No
Configurable list
Did you have a side hustle or business in 2025?
*
Yes
No
Business Name
*
Type of Business (e.g., consulting, retail, services)
*
Business Income for 2025
*
Business Expenses for 2025
*
Please upload your tax documents (W-2s, 1099s, prior year return, etc.)
*
Upload a File
Drag and drop files here
Choose a file
Cancel
of
If you have a business, please upload related documents (income/expense reports, 1099-NEC, receipts, etc.)
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Business Name
*
Type of Business (e.g., consulting, retail, services)
*
Business Income for 2025
*
Business Expenses for 2025
*
If you have a business, please upload related documents (income/expense reports, 1099-NEC, receipts, etc.)
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Submit
Should be Empty: