Tax Filing Intake Form

Tax Filing Intake Form

Please provide your information and upload your tax documents securely.
Contact Information
Full Name*

First NameLast Name
Phone Number*
Please enter a valid phone number.
Email Address*
example@example.com
Current Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Filing Information
Filing Status*

SingleHead of HouseholdMarried Filing JointlyMarried Filing Separately
Number of Dependents*
Did you receive W-2 income?*

YesNo
Did you receive 1099 or self-employment income?*

YesNo
Upload W-2, 1099, or tax documents*

Cancelof
Additional Notes
Should be Empty: