Contact Information
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Preferred Method of Communication
*
Text
Email
Phone
Back
Next
Return Type
What type of return do you need help with?
*
Personal Tax Return
Business Tax Return
Nonprofit
Multiple
Back
Next
Filing Details (Personal)
Which tax years need to be filed?
*
Did you file an extension for the most recent year?
*
Yes
No
Not sure
Back
Next
Personal Tax Situation
Which apply to you?
*
W-2 employee
Self-employed / 1099 income
Own rental property
K-1 income
Investment / stock activity
Estimated complexity
*
Simple (W-2, standard filing)
Moderate (multiple income sources)
Complex (business, rentals, multiple entities)
Back
Next
Timeline & Urgency (Personal)
When do you need your return filed?
*
ASAP (urgent)
Before the deadline (Oct 15)
Flexible
Any IRS notices or deadlines?
*
Yes (please explain)
No
Back
Next
Documents (Personal)
Do you have your tax documents ready?
*
Yes, ready to upload
Partially ready
Not yet
Send me a secure upload link
Upload documents
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Back
Next
Prior Return (Optional)
Upload your most recent filed tax return (optional)
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Note: Any recent filed return is helpful.
Anything else we should know?
I acknowledge and confirm the information provided is accurate
*
Back
Next
Filing Details (Business)
Which tax years need to be filed?
*
Did you file an extension for the most recent year?
*
Yes
No
Not sure
Back
Next
Business Information
Business Name
*
Business Structure Type
*
Sole Proprietor (Schedule C)
LLC (Single Member)
LLC (Multi-Member)
S Corporation
Partnership
Corporation (C Corp)
Are you the primary contact for this return?
*
Yes
No
Primary contact name (If different from person completing this form)
First Name
Last Name
Primary contact email
example@example.com
Back
Next
Business Tax Details
Number of K-1s issued (if applicable)
Do you maintain bookkeeping?
*
Yes (up to date)
Yes (needs cleanup)
No
Estimated revenue range
*
<$50K
$50K–$250K
$250K–$1M
$1M+
Back
Next
Timeline & Urgency (Business)
When do you need your return filed?
*
ASAP (urgent)
Before the deadline
Flexible
Any IRS or state notices?
*
Yes (please explain)
No
Back
Next
Documents (Business)
Do you have financials ready?
*
Yes (P&L + Balance Sheet)
Partially
Not yet
Upload documents
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Send me a secure upload link
Back
Next
Prior Return (Optional)
Upload your most recent filed business tax return (optional)
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Note: Any recent filed return is helpful.
Back
Next
Business Acknowledgment
Anything else we should know?
Acknowledgment checkbox
*
Filing Details (Nonprofit)
Which tax years need to be filed?
*
Did you file an extension for the most recent year?
*
Yes
No
Not sure
Back
Next
Organization Information
Organization Name
*
EIN
*
Are you the primary contact for this organization?
*
Yes
No
Primary contact name
First Name
Last Name
Primary contact email
example@example.com
Back
Next
Nonprofit Tax Details
Which annual return type applies?
*
990
990-EZ
990-N
Is the organization's tax-exempt status in good standing?
*
Good standing
Needs review
Do you maintain bookkeeping or financial records?
*
Yes
No
Estimated annual revenue range
*
<$50K
$50K–$250K
$250K–$1M
$1M+
Back
Next
Timeline & Urgency (Nonprofit)
When do you need your return filed?
*
ASAP (urgent)
Before the deadline
Flexible
Any IRS or state notices?
*
Yes (please explain)
No
Back
Next
Documents (Nonprofit)
Are your financial documents or records ready?
*
Yes, ready to upload
Partially ready
Not yet
Upload documents
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Request a secure upload link
Back
Next
Prior Return (Optional)
Upload your most recent filed 990 (optional)
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Note: Any recent filed return is helpful.
Back
Next
Nonprofit Acknowledgment
Anything else we should know?
Acknowledgment checkbox
*
Submit
Should be Empty: