• Client Intake Form

  • Welcome back! This intake form is for returning clients to update information for the current tax year. Please answer all questions completely and honestly.

    Please note:

    The IRS will begin processing tax returns on January 26th. Filing before this date does not mean your return will be processed earlier.

    I cannot prepare or submit any tax return using pay stubs. Official tax documents (such as W-2s and 1099s) are required to file.

    Tax refund advances are available for eligible clients. If approved, funds are typically issued within 24–48 hours.

    Thank you!

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

  • General Information

    For returning clients, Social Security numbers are already on file and do not need to be re-submitted unless there has been a change, such as the addition of a new dependent or a newly issued IRS IP PIN. If that is the case, please email me that information.
  • Filing Status*

  • Prior Year Changes

  • Has anything changed since last year?

  • Spouse Information (if applicable)

  • Did you live together all year ?
    • Head Of Household (If Selected) 
    • Did you pay more than half the cost of keeping up your home?
    • Did a qualifying person live with you more than half the year?

  • Dependents

  • Please be advised:

    Tax returns that include dependents, the Earned Income Credit (EIC), or the Additional Child Tax Credit (ACTC) are subject to additional IRS review.

    Although the IRS begins accepting returns in January, returns with these credits are not processed or released until mid-February, and refunds may not be issued until late February through early March (up to March 3).

    Any new dependents, please upload ALL social security numbers in the document upload page at the end

  • Did the dependent live with you more than half the year?*
  • Did you provide more than half of their support?*
  • I understand I must provide documentation to support any dependents claimed*
  • Did the dependent live with you more than half the year?*
  • Did you provide more than half of their support?*
  • I understand I must provide documentation to support any dependents claimed*
  • Did the dependent live with you more than half the year?*
  • Did you provide more than half of their support?*
  • I understand I must provide documentation to support any dependents claimed*
    • Self Employment Information(If applicable) 
    • Business Start Date
       - -
      2 digit month, 2 digit day, 4 digit year
    • Did you operate this business during the tax year?
    • Do you have records of income?
    • Please select all credits that may apply to you this year
    • Do you have records for expenses?
    • Do you have mileage logs? (if applicable)

    • Credits & Deductions

    • Please select all credits that may apply to you this year

    • For Education Credit

      Only if you are claiming school credits
    • Did you attend school or pay tuition?
    • Did you receive Form 1098-T?

    • Health Insurance (if marketplace)

    • Did you have health insurance all year?
    • Was it Marketplace insurance?
    • Do you have 1095-A?

    • Client Attestation/E-sign Acknowledgment

      (Required)

    • Under penalties of perjury, I certify that the information provided is true, correct, and complete to the best of my knowledge.

    • Date*
       - -
      2 digit month, 2 digit day, 4 digit year

  • Documents Upload Page

    Documents are requested to verify information provided by the taxpayer and to meet IRS due diligence requirements. Tax preparation will not begin until all required documents have been received and reviewed. Submitting incomplete or unreadable documents may delay processing. Please upload clear photo or PDF copies of all applicable documents below. Photos must be readable and include all pages. Screenshots are acceptable if clear. Do not upload SSN NUMBERS OR IP PINS. If you are missing documents, you may submit what you have and email remaining documents to corey.beauge@gmail.com when they are available.
    • Identification (Required) 
    • Upload a File
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    • Upload a File
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    • Income 
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    • Self Employment / Business 
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    • Dependents & Credits (SSNs and Proof of Residency) 
    • Upload a File
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    • Education & Insurance  
    • Upload a File
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    • Upload a File
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    • Other Supporting Documents 
    • Browse Files
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  • Reminder: Please email any new socials or IP pins that are not on file in the format demonstrated below — First & Last Name – SSN – IP PIN (if applicable)
  • Should be Empty: