Common Tax Services Form

Common Tax Services Form

Tell us what tax services you need and share the required details.
Full Name

First NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Type of Tax Service Needed
Please describe your tax service needs or any questions you have
Section B — Tax Information

Provide your tax filing details below.
Tax Year
Filing Status
Have you filed a tax return before?
Section 3 — Dependents

Tell us about dependents, if applicable.
Do you have children or other dependents?
Section 4 — Income

Select all income sources that apply.
Dependent Information
What types of income did you receive?

Other
How many W-2 forms do you have?
Did you operate a business or work as an independent contractor?
Section 5 — Deductions & Credits

Choose any deductions or credits that may apply.
Which of these may apply to you?

Other
Section 6 — Important scope question

Let us know if your tax situation is more complex.
Does your tax situation include any of the following?

Other
For your protection, please do not upload Social Security cards, W-2s, 1099s, driver’s licenses, or other sensitive tax documents on this initial intake form.

After your intake is submitted, Common Tax Services will provide instructions for accessing our secure tax-document portal.

You will use the secure portal to submit the documents needed to prepare your return.
Simple Tax Return Preparation — $150 This fee applies to simple individual tax returns. If additional services are required, Common Tax Services will discuss the additional fee with you before proceeding.

Simple Tax Return Preparation

Simple Tax Return

$150.00 Quantity

Total

Debit or Credit Card
Credit Card Number	Security Code
Expiration Month	Expiration Year

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Type a question
Should be Empty:

Common Tax Services Form

Section B — Tax Information

Section 3 — Dependents

Section 4 — Income

Section 5 — Deductions & Credits

Section 6 — Important scope question

Simple Tax Return Preparation