• Tax Preparation Intake Form

    Kiara O’Neal

  • Client Profile

    Your Information
  • Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Are you a new or returning client?
  • Which year are you filing?
  • Filing Status (If your Married, please fill out different forms)*
  • Primary Source(s) of Income*
  • Format: (000) 000-0000.
  • Have you ever been issued an Identity Protection PIN (IP PIN) by the IRS?*
  • Do you have insurance through the Affordable Care Act (The Marketplace)?*
  • Are you a business owner? (If yes, I will be contacting you for more information.)*
  • Can someone else claim you as a dependent?*

  • Document Uplaod

    Upload Your Required Documents To Process Your Return.
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof

  • Dependent Information

    Tell Us About Your Qualifying Dependents
  • If you have dependents, did they live with you the full year?
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof

  • Direct Deposit

    Please list information to receive direct deposit.
  • Account Type*
  • Would you like to sign up for the Credit Repair Program? (I will contact you to start the process.)
  • Would you like a refund advance loan?
  • Should be Empty: