TaxMaxx 2026 Tax Client Intake Form

TaxMaxx Tax Client Intake Form

Securely provide your tax information and documents to begin your filing with TaxMaxx. Complete all required sections and upload relevant files for a smooth tax preparation experience.
Choose Your Preparer
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.
Primary Taxpayer Full Name

First NameLast Name
Primary Taxpayer Email
example@example.com
Primary Taxpayer Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Photo ID Upload (Driver License or State ID, not expired)

Upload a File

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Primary Taxpayer Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Primary Taxpayer SSN or ITIN (masked)
Date of Birth

MonthDayYear
Date
Type of Return
Ready to File Now?
Filing Status
Occupation / Employer
Referred By
Which additional services would you like?

Other
Tax Filing Year(s)
Did you file with us last year?
Do you have dependents to claim?
Please list dependent name, social security number and date of birth
Please list dependent name, social security number and date of birth
Please list dependent name, social security number and date of birth
Please list dependent name, social security number and date of birth
Do you have dependents born in 2025?
Identity Protection PIN (if applicable)
Mother’s Maiden Name
Upload original tax return (only if Amended return selected)

Upload a File

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What types of income do you have?
W-2 Income Entries (Add for each W-2)
1099 and Other Income Entries (Add for each 1099/Other)
Self-Employment / Business Income Entries (Add for each Business)
Do you have other income such as Social Security, Unemployment, Alimony, Gambling, etc.?
Did you purchase a vehicle in 2025?
If you own a home upload your 1098 forms here

Upload a File

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Childcare Provider Entries (Add for each Provider)
Were you covered by health insurance for the entire year?
If you have Form 1095-A/B/C, please upload

Upload a File

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Upload general supporting documents (W-2s, 1099s, K-1s, 1098s, receipts, etc.)

Upload a File

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Upload general supporting documents (W-2s, 1099s, K-1s, 1098s, receipts, etc.)

Upload a File

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Upload general supporting documents (W-2s, 1099s, K-1s, 1098s, receipts, etc.)

Upload a File

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Refund Advance Loan?
Audit Protect Add-on – $39
Do you want your refund directly deposited into a bank account?
Type of Account
Bank Routing Number
Bank Account Number
Authorization to discuss tax return with preparer
Consent to E-file
Electronic Signature (sign below)
Signature Date

MonthDayYear
Date
Client Additional Comments
Client Consent to Store Documents Securely
Should be Empty:

TaxMaxx Tax Client Intake Form