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  • Tax Client Intake Form

    Share your details and tax information to get started or continue your filing.
  • Are you a new or returning client?*

  • TAXPAYER INFORMATION

    PLEASE ENTER IN ALL OF YOUR INFORMATION
  • Format: (000) 000-0000.
  • Preferred Method of Contact
  • Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Filing Status*
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  • Credits

  • Which of the following applies to you?*
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  • INCOME AND WAGES

  • Does any of the following apply to you?
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  • Do you own a business or perform self-employment?*

  • ANSWER THESE QUESTIONS IF YOU HAVE A BUSINESS OR SELF EMPLOYMENT INCOME

  • What is the structure of your business?
  • Do you have a business name?
  • Do you have an EIN?
  • How did you collect payment for your self-employment?
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  • How would you like to receive your refund?*
  • WOULD YOU LIKE TO APPLY FOR THE REFUND ADVANCE? (JAN 1, 2027-MARCH 1, 2027)
  • Are you interested in any of the following services?
  • Should be Empty: