• Tax Prep Intake Form

    Complete the sections that apply to you and upload the requested documents so we can review your intake and contact you if anything is missing.

  • Contact and filing basics

  • Taxpayer date of birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
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  • Will you file with a spouse?*
  • Spouse date of birth
     - -
    2 digit month, 2 digit day, 4 digit year
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  • Can anyone else claim you as a dependent?*

  • Dependents

  • Are you claiming any dependents?*
  • Dependent details
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  • Please enter each dependent’s information exactly as shown on their Social Security card. If you’re unsure how to answer a question, contact us before submitting. We’ll let you know if additional documents are needed.

  • Dependent 1 date of birth
     - -
    2 digit month, 2 digit day, 4 digit year

  • Income

  • What types of income did you receive?*
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  • Did you have self-employment, side-hustle, gig, or business income?*
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  • Upload a File
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  • Was business mileage tracked?

  • Credits, deductions, and other tax items

  • Applicable credits, deductions, and tax items*
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  • Did you, your spouse, or any dependent have Marketplace health insurance at any time during the year?*
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  • Do you have an IRS identity protection PIN for this tax year?*
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  • Were any earned income, child-related, education, or filing-status benefits previously disallowed or reduced after an IRS audit?*

  • Prior return and refund

  • Did you file a federal tax return last year?*
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  • How would you like to pay tax preparation fees?*
  • Preferred refund method*
  • Account type
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  • Refund notice

  • Final review, consent, and signature

  • Attestation*
  • Date signed*
     - -
    2 digit month, 2 digit day, 4 digit year
  • How would you like to finalize your tax return?
  • Schedule a Google Meet appointment
  • Schedule an in-person appointment
  • Should be Empty: