TIFF 4 TAX – Tax Prep Intake

TIFF 4 TAX – Tax Prep Intake

Complete this form to help us understand your tax situation and identify applicable credits and deductions.
Consent & Authorization
Taxpayer Full Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Home Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Are you married as of December 31, 2025?
Spouse Details (Complete if married)
Spouse Full Name

First NameLast Name
Spouse Date of Birth

MonthDayYear
Date
Spouse Email Address
example@example.com
Filing Status Qualification
Which of the following best describes your situation?
Do you have any dependents to claim?
Dependents Information
List your dependents
Income Screening
Select all income sources you received in 2025:
Did you receive any tip income in 2025?
Did you report all your tips to your employer?
Credit & Deduction Screening
Which of the following apply to you in 2025? (Select all that apply)
Did you pay interest on an auto loan in 2025?
Other Tax Situations
In 2025, did you experience any of the following? (Select all that apply)

Other (please specify)
Self-Employment & Business Information

Please answer the following to help us assess self-employment income, records, and pricing needs for Schedule C preparation.
Are you self-employed or do you own a business?
Business entity type
Select the legal entity that best describes your business.
Business / industry type
Briefly describe your primary business activity or industry.
Did you receive any 1099-NEC, 1099-K, cash income, or other business income?
Do you have a Profit & Loss statement available?
Do you currently use bookkeeping or accounting software?
Are bookkeeping cleanup or reconciliation services needed?
Did you operate or work in multiple states?
Do you have vehicle, mileage, home office, equipment, or contractor expenses?
Do you have business bank statements available?
Document Uploads
Upload your tax documents

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Final Notes or Special Instructions
E-Signature
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TIFF 4 TAX – Tax Prep Intake

Consent & Authorization

Spouse Details (Complete if married)

Filing Status Qualification

Dependents Information

Income Screening

Credit & Deduction Screening

Other Tax Situations

Self-Employment & Business Information

Document Uploads