Tax Preparation Intake & Onboarding Form

Tax Preparation Intake & Onboarding Form

Share your filing needs and contact details, then upload documents securely (if available) and wait for confirmation before sending sensitive information.
Client Contact & Basic Intake
Client Name

First NameLast Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Mailing Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Tax Year
State(s) of Residence / Filing Need

Other
Preferred Contact Method
Language Preference
Filing Needs & Tax Profile
Filing status
Filing requirement
Do you have dependents?
Number of dependents
Dependent details
Tax situations and credits

Other
Did you have education expenses for you or a dependent?
Did you pay for childcare or dependent care?
Did you receive marketplace health coverage?
Do you own a home?
Income Document Checklist
Which income documents do you have?

Other
Other income source
Do you have wage income from an employer?
Do you have contractor or self-employment income?
Did you receive payment through online platforms or payment apps?
Did you receive interest income?
Did you receive unemployment benefits?
Did you receive retirement or Social Security income?
Consent, Secure Uploads & Disclaimer
Secure document upload for tax documents

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Disclaimer
Should be Empty: