• Virtual Tax Preparation Intake

    Please provide your information to help us prepare your tax return efficiently.
  • I am a*
  • Filing Status*

  • Taxpayer Information

  • Date of Birth*
     - -
  • Format: (000) 000-0000.
  • Marital Status*
  • Do you have any dependents to claim?*
  • Did your dependents live with you for more than 6 months during the tax year?*
  • Can any one of your dependents be claimed on someone else tax return?*
  • If claiming a dependent, please indicate what kind of financial support proof you have?*
  • If claiming a dependent, please indicate what kind of proof of residency you have?*
  • Did any of your dependents work?*
  • Employment Status*
  • Did you have any of the following income sources in the past year? (Select all that apply)*

  • Spouse Information

  • Date of Birth
     - -
  • Format: (000) 000-0000.
  • Does anyone who will be listed on this return have an ITIN or Lack of Social Security Number*
  • Are you a dependent of another person that files their taxes*
  • Did you or any household member have Market Place Health Insurance (Obama Care/Affordable Care Act)*
  • Did you or any household member or dependent attend a university, community college, or career scholarship and have form 1098-T for eligible expenses*
  • Which if any of the following applied to you or your spouse check all that apply*
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  • Tax Related Questions

  • Did you receive any of the following earned or unearned income*
  • Did you have any expenses for childcare*
  • Do you own a home and did you pay property taxes*
  • Do you have a mortgage interest*
  • Are you a victim of identity theft*
  • Has your tax refund ever been taken by the IRS for owing a past due debt?*
  • Do you have any IRS or Financial debt that would prevent you from getting your tax refund?*

  • Profit and Loss Statement

  • Are you self employed?*

  • Taxpayer Acknowledgment Statement

  • Date*
     - -
  • Date
     - -
  • Should be Empty: