• WATS Tax Services Intake Form

    Share your contact details, selected tax service(s), tax year(s), and relevant income/business information so we can review your needs before document processing. Social Security cards, government-issued photo ID documents, and applicable tax documents must be submitted separately to contact@woserats.com.

  • Client Information

  • Format: (000) 000-0000.
  • Tax services needed*

  • Filing Profile (Individuals)

  • Do you have dependents?*
  • States lived or worked in during the tax year*

  • Income / Tax Situations

  • Which income sources or tax situations apply to you?*
  • W-2 wages
  • Self-employment / 1099 income
  • Business ownership
  • Rental property
  • Investment income
  • Cryptocurrency transactions
  • Retirement income
  • Unemployment compensation
  • Social Security benefits
  • Foreign income or assets
  • Marketplace health insurance (Form 1095-A)
  • Education expenses
  • Childcare expenses
  • Home ownership / mortgage interest

  • Business Information

  • Payroll processed?

  • Tax Notices

  • Have you received a tax notice?*
  • Notice date
     - -
    2 digit month, 2 digit day, 4 digit year
  • Response deadline
     - -
    2 digit month, 2 digit day, 4 digit year
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof

  • Prior Return / Preparer

  • Is the prior-year return available?*
  • Was the prior return prepared by WATS?*
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof

  • Acknowledgment

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