• FFS Taxes Client Intake Form — Tax Year 2026

    Complete this intake form and submit it to your preparer for your 2026 tax return.

  • Welcome

  • Thank you for choosing FFS Taxes! This form helps us get your 2026 taxes ready.

    Your information is kept private. We never share it without your written permission.

  • Today's date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • How would you like to securely submit your tax documents?*
  • Have you started using TaxesToGo for this year's tax return?*

  • Next step: set up TaxesToGo

    1. Download the FFS Taxes app: https://www.taxestogo.com/App/Download/78830
    2. Create your account.
    3. Tap Start New Return and answer all the questions in the app.

    You don't need your app email or Tax Code to finish this form. Your preparer will ask for them after you set up the app.

    The link above is the FFS Taxes download link. It is not your Tax Code.

  • Secure client portal

    FFS Taxes will send you a secure portal link and instructions. You don't need the TaxesToGo app.

  • We'll help you get started

    An FFS Taxes team member will contact you to help set up the app or the portal. You can finish the rest of this form now.

  • Did someone send you to us?*

  • About you

  • Your date of birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Did you move since last year's tax return?*
  • Are you a U.S. citizen?*
  • Which best describes you?*

  • Your preparer will ask you a few more questions about this. Please have your green card or visa papers ready.

  • Is this tax return for someone who has passed away?*
  • Date they passed away*
     - -
  • What is your connection to them?*

  • Please send a copy of the death certificate with your other documents. If you are in charge of the estate, also send the court paper that names you.

  • Marriage and filing

  • On December 31, 2026, were you:*
  • Do you know how you will file?*
  • Spouse's date of birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.

  • Your children and dependents

  • Do you have children or anyone else you support?*

  • Not eligible for Head of Household. To file as Head of Household, you must have a child or other dependent you support. Your preparer will go over your filing status with you.

  • Person 1 — date of birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Person 2 — date of birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Person 3 — date of birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Person 4 — date of birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Person 5 — date of birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Person 6 — date of birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Did any of them live with you less than 12 months — or does the other parent (or anyone else) also want to claim them?*

  • Your preparer will go over the rules with you. You may need a signed Form 8332 from the other parent.

  • Because you have dependents or are filing Head of Household, your preparer will send you a short form about your household to sign.

  • Did you pay for child care so you could work or look for work?*

  • A year-end child care statement is required to claim the child care credit. It must show the provider's name, address, tax ID or SSN, and how much you paid in 2026. Ask your daycare or sitter for it, then send it with your other documents.

  • Your income

  • What kinds of income did you (or your spouse) get in 2026? (Pick all that apply)*

  • Your preparer will go over your business revenue and expenses with you on a short form.

  • Your preparer will go over your babysitting, cleaning, or caregiving money with you on a short form.

  • Please send these with your other documents:

    • Form 1099-DA (new form for crypto sales)
    • Form 1099-B or 1099-K, if you got one
    • Your year-end gain and loss report from each app (Coinbase, Cash App, Robinhood, PayPal, etc.)

    No forms? Download your full 2026 transaction history from each app and upload that.

  • A few more questions

  • Were you legally blind on December 31, 2026?*
  • Were you fully and permanently disabled on December 31, 2026?*
  • Were you a full-time student for at least 5 months in 2026?*
  • Can someone else claim you on their taxes?*
  • Did someone else pay more than half of your living costs in 2026?*
  • Was at least one of your parents living at the end of 2026?*
  • Has the IRS ever taken away or lowered your Earned Income Credit, Child Tax Credit, or college credit?*
  • Did you (or your spouse) buy a NEW car in 2026 with a car loan?*
  • Did you pay for college or school classes in 2026 for you, your spouse, or a child?*
  • Did you pay for any of these in 2026? (Pick all that apply)

  • Mortgage interest / property taxes: Upload Form 1098 from your mortgage company. If your property taxes are not on it, upload your county property tax receipt.

  • Gifts to charity: Upload receipts or bank records for each gift. For any gift of $250 or more, you need a letter from the church or charity. For donated items, list what you gave, the date, and the charity's name and address.

  • Medical and dental: Upload receipts or statements showing what you paid (not what insurance paid), including pharmacy printouts.

  • Student loan interest: Upload Form 1098-E. You can download it from your loan company's website.

  • Educator expenses: Upload receipts for classroom supplies you paid for yourself.

  • IRA: Upload your IRA contribution statement (or Form 5498 when you get it), and tell your preparer if it is a Traditional or Roth IRA.

  • Alimony paid: Your preparer will need the full name and Social Security number of the person you paid, how much you paid, and a copy of your divorce or separation agreement.

  • Your next-steps email will list what to send and how to send it. Please don't text or email your documents.

  • What health insurance did you (and your family) have in 2026? (Pick all that apply)*
  • Do you want $3 to go to the Presidential Election Campaign Fund? (This does NOT change your refund.)*

  • Your fee and your refund

  • Read carefully — this part is about your money.
  • These are your preferences. Nothing is charged or applied for until you accept your quote and sign the separate authorizations.
  • How do you want to pay your tax prep fee?*
  • Do you want to apply for a Fast Cash Advance?*
  • Your preparer will confirm the amounts and dates offered for the 2027 filing season.
  • How do you want to get your refund?*

  • Your ID and signature

  • Upload a File
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  • Upload a File
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    Choose a file
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  • Authorization to review my information and prepare a free quote

    I authorize FFS Taxes to review the information and documents I provide and perform the preliminary tax preparation needed to calculate my projected tax result and provide an itemized quote.

    The quote is free and without obligation. I may decline it without a preparation or cancellation charge. If I decline, I will receive my estimate only, not a completed return ready to file.

    I owe fees only if I accept my itemized quote. This authorization does not authorize filing my return, applying for a bank product or charging me fees. Those steps require my separate acceptance and applicable authorizations.

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