TaxMaxx 2026 Tax Client Intake Form

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Choose Your PreparerAt TaxMaxx, we understand that comfort and trust matter when it comes to your finances. If you have worked with a specific tax professional before — or would like to request a particular preparer — you may select their name below. Please note: • Your selection is a request only • All requests are subject to availability • If your preferred preparer is unavailable, a qualified TaxMaxx professional will be assigned to ensure your return is completed accurately and on time We will do our best to accommodate your preference and will notify you if any changes are necessary. Thank you for choosing TaxMaxx.
Please Select
Please Select
Tanisha Pope-Walker
LaTia Smiley
Annecia Hathaway
Morgan Pressley
No Preference/Anyone
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Welcome to TaxMaxx! Please complete this secure intake form and upload all relevant tax documents (W-2s, 1099s, prior year return, mortgage statements, etc.). Required fields are marked and your preparer may contact you for clarification. Your information is protected and confidential.
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Primary Taxpayer Full Name* This field is required.
First Name
Last Name
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Primary Taxpayer Email* This field is required.
example@example.com
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Primary Taxpayer Phone Number* This field is required.
Please enter a valid phone number.
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Photo ID Upload (Driver License or State ID, not expired)* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.0MB
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Primary Taxpayer Address* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
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Primary Taxpayer SSN or ITIN (masked)* This field is required.
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Date of Birth* This field is required.
Date
Month
Day
Year
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Type of Return* This field is required.
Original
Amended
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Ready to File Now?* This field is required.
Yes
Estimate Only $40
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Filing Status* This field is required.
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er)
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Occupation / Employer
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Referred By
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Which additional services would you like?
Credit Repair
Tradelines
Bankruptcy
None
Other
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If Other, Preferred Contact Method
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Tax Filing Year(s)
2025
2024
2023
2022
Prior to 2022
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Did you file with us last year?
Yes
No
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Do you have dependents to claim?
Yes
No
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Do you have dependents born in 2025?
Yes
No
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Identity Protection PIN (if applicable)
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Mother’s Maiden Name* This field is required.
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Upload original tax return (only if Amended return selected)* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.0MB
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What types of income do you have?
W-2 – Employee
1099 / Other Income
Self-Employed / Business Income
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W-2 Income Entries (Add for each W-2)
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1099 and Other Income Entries (Add for each 1099/Other)
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Self-Employment / Business Income Entries (Add for each Business)
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Do you have any Real Estate Income?
Yes
No
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Do you have other income such as Social Security, Unemployment, Alimony, Gambling, etc.?
Yes
No
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Do you plan to itemize deductions or take the standard deduction?
Standard Deduction
Itemize Deductions
Not sure – please advise
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Did you purchase a vehicle in 2025?
Yes
No
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Tips (total earned in 2025)
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Upload last paystub of 2025
Drag and drop files here
Select files to upload
Max. file size: 10.0MB
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Mortgage Interest Paid (see Form 1098)
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Real Estate Taxes Paid
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Charitable Contributions (list organizations & amounts)
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Medical & Dental Expenses
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Education Expenses (see Forms 1098-T / 1098-E)
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Childcare Provider Entries (Add for each Provider)
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Were you covered by health insurance for the entire year?
Yes – covered entire year
No – months without coverage
Covered via Marketplace (Form 1095-A)
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If you have Form 1095-A/B/C, please upload
Drag and drop files here
Select files to upload
Max. file size: 10.0MB
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Estimated Taxes & Payments (Add for each Payment)
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Upload general supporting documents (W-2s, 1099s, K-1s, 1098s, receipts, etc.)
Drag and drop files here
Select files to upload
Max. file size: 10.0MB
Cancelof
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Do you want your refund directly deposited into a bank account?
Yes – provide account info below
No – mail a paper check
No – Bank Approved Prepaid Card
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Refund Advance Loan?
Please Select
Please Select
Yes
No
Not Sure
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Audit Protect Add-on – $39
Yes
No
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Are you waiting for more income docs but want to proceed with the advance?
Yes
No
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Type of Account
Checking
Savings
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Bank Name
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Bank Routing Number
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Bank Account Number
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Authorization to discuss tax return with preparer
I authorize
I do not authorize
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Consent to E-file
I consent to E-file my return
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Electronic Signature (sign below)* This field is required.
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Signature Date* This field is required.
Date
Month
Day
Year
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Client Additional Comments
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Client Consent to Store Documents Securely* This field is required.
I consent to secure storage of my documents
Should be Empty: