• 2026-2027 Returning Client Intake Form

    Welcome back—update your current details and upload your 2026–2027 tax documents to complete your intake securely.

  • Personal & Contact Information

  • Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.

  • Address, Filing Status, and Income Changes

  • Has your home address changed since your last tax return?*
  • Has your filing status changed since your last tax return?*
  • Has your employment or income changed since your last tax return?*

  • Income Documents

  • What income documents are you providing?*
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof

  • Health Insurance and IP PIN

  • Do you have health insurance through the Marketplace and a Form 1095-A?*
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Do you have an IRS Identity Protection PIN for this tax year?*

  • Dependents

  • Are you claiming dependents this year?*
  • Have any dependent names, dates of birth, taxpayer identification numbers, custody, school status, or living arrangements changed since your last return?*

  • Identity and Social Security Documents

  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof

  • Refund Method and Bank Details

  • Preferred Refund Method*

  • Additional Information and Consent

  • Date Signed*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Should be Empty: