2026 Tax Intake Form

2026 Tax Intake Form

Your Prosperity Starts Here! Thank you for choosing Prosper Taxes & Financial Services! We understand that you have many options when it comes to your financial needs, and we're honored that you've placed your trust in our team. At Prosper, we're committed to providing a professional, personalized, and seamless tax filing experience. Your financial well-being is our priority, and we're here to make the process as simple and stress-free as possible. Let's Get Started! Please complete the client intake form below with accurate and up-to-date information. This will help our team better understand your tax situation and begin preparing for your filing experience. File Smart. Prosper Forward.
Tax Estimates & Accuracy

At Prosper Taxes & Financial Services, accuracy, transparency, and personalized service are at the heart of everything we do.

To provide an accurate assessment of your tax situation, we require a completed client intake form and all necessary supporting documentation before reviewing your return.

Once your information has been received, our team will review your file, determine the applicable filing requirements, and contact you to discuss your return, estimated refund or balance due, preparation fees, and any available refund advance options, if applicable.

Before your return is submitted, you will have the opportunity to review your information and electronically sign the required documents.

Our commitment is to carefully review each return and identify the tax credits and deductions you are legally eligible to claim.

Tax Preparation Fees
At Prosper Taxes & Financial Services, preparation fees are determined by the forms, schedules, and complexity of your individual tax situation.

Your total preparation fee will be communicated to you for review and approval before your return is filed. Additional services or filing requirements may result in additional fees.

We believe every client deserves clear communication, dependable service, and confidence throughout the filing process.

Your Financial Success Is Our Priority.

If you have questions or need assistance completing your intake, our team is here to help.

File Smart. Prosper Forward.
Choose Your Preparer
What tax year is this submission for? (Please do not attach documents that are not for the tax year you selected. If you need more than 1 year filed it needs to be submitted as a separate submission for each year.
Taxpayer's Name (Please enter name exactly as it shows on your Social Security Card)

First NameMiddle NameLast NameSuffix
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Taxpayer's Social Security #
Social Security #
Taxpayer Occupation
At Prosper Taxes & Financial Services, protecting your personal information and ensuring the security of your tax records are important to us. Please carefully review our Consent for Identity Verification before proceeding. After reviewing the policy, enter your full legal name and provide your electronic signature to acknowledge your consent. You will then be prompted to securely upload the required identification documents. Your privacy, security, and trust are our priority.
Please check to acknowledge that you have reviewed and agree to the Consent for Identity Verification and authorize Prosper Taxes & Financial Services to verify your identity.
Unexpired Driver's License/Identification

Cancelof
Social Security Card

Cancelof
New or Returning Client?
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Filing Status
Residential Address: Please enter your current physical residential address (no P.O. Boxes). If you are claiming Head of Household filing status, provide the physical address of the home where you lived and maintained your household during the tax year.

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Is this a new address with the IRS?
Can another taxpayer claim you as a dependent on their tax return?
Income Documents (W2, 1099, Bank Statements, Cash App etc)

Cancelof
Are you self-employed or an independent contractor and earned income without receiving a Form 1099 or other income documentation?
If you selected “Yes” to the previous question, please describe your self-employment or business activity and provide your total income earned during the tax year.You may be required to submit additional documentation, such as invoices, receipts, payment records, or income and expense summaries, to support the information provided.
Will you be filing a tax return with your spouse?
Spouse Name

First NameMiddle NameLast NameSuffix
Spouse's DOB

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Spouse's Social Security #
Social Security #
Spouse's Occupation
Spouse's Unexpired Driver's License/Identification

Cancelof
Spouse's Social Security Card

Cancelof
Are you claiming any dependents on this return?
Dependent Information
Please upload Social Security Card(s) of EACH listed dependent here

Cancelof
Please upload Supporting Document(s) of EACH listed dependent here

Example: Birth Certificate, Shot Record, School Record, Lease Showing Child As Resident
Cancelof
Do you receive any form of government assistance or benefits?
Did you pay any childcare expenses for any dependents listed above?
Did you, your spouse or any dependents attend college in 2025?
Upload 1098T form for any or all individuals who attended college in your household

Cancelof
Did you receive health insurance through the Marketplace?
Please upload 1095-A form that you should have received from the healthcare marketplace

Cancelof
If you own your home, have you received form 1098 from your mortgage lender?
Please upload a copy of Form 1098 (Mortgage Interest Statement) provided by your mortgage lender, along with any applicable supporting documentation, such as property tax payment receipts, mortgage interest statements, or other relevant records.

Cancelof
Do you owe debt to any Government Agency; such as IRS, Student Loans, Child Support etc?
Have you, your spouse, or any dependents listed on your tax return been issued a 6-digit Identity Protection PIN (IP PIN) by the IRS? Important: If the IRS has issued an IP PIN to anyone listed on your return, the correct IP PIN must be provided before your return can be electronically filed. Failure to provide a required IP PIN may delay your filing and affect your ability to apply for our Refund Anticipation Loan programs. (select ALL that apply)
Enter Taxpayer's IP PIN
Taxpayer's IP PIN
Enter Spouse's IP PIN
Taxpayer's IP PIN
Enter Dependent's Name
Enter Dependent's IP PIN
Taxpayer's IP PIN
Enter Dependent's Name
Enter Dependent's IP PIN
Taxpayer's IP PIN
Enter Dependent's Name
Enter Dependent's IP PIN
Taxpayer's IP PIN
Do you want to apply for a same day cash advance loan up to $9.500 *subject to bank approval? This cash advance loan is not based on credit, and no credit check will be performed.
Would you like to add Audit Protection to your 2026 Tax Return? Additional fees may apply and will be discussed before your return is submitted
Refund Disbursement Method
Refund checks and debit cards are issued through our authorized tax product banking partners. If you choose to receive your refund through a bank product, applicable bank processing fees, tax preparation fees, and any loan interest or related charges will be deducted from your refund before the remaining balance is disbursed. Your tax preparer will explain all applicable fees and available refund disbursement options before your return is submitted to the IRS. Please note: Refund amounts and disbursement timelines are subject to IRS processing and bank approval, where applicable.
Bank Name
Bank Account Number
Routing Number
Verify Bank Account Number
Verify Routing Number
Income Reporting Acknowledgment

I acknowledge that I have provided ALL income earned or received during the selected tax year, including employment, self-employment, contract work, and any other sources of income. I understand that failure to disclose income may result in IRS processing delays, wage verification holds, adjustments, or audits. I further acknowledge that Prosper Taxes & Financial Services is not responsible for delays or issues resulting from income I failed to disclose during the intake process, except to the extent caused by the company's own errors or negligence.
Who Referred You to Prosper Taxes & Financial Services?
Anything you'd like us to know when preparing your return?
I certify that all information provided to Prosper Taxes & Financial Services is true, accurate, and complete to the best of my knowledge.I acknowledge that I am responsible for providing all necessary supporting documentation to verify the income, deductions, credits, dependents, and other information reported on my tax return.I understand that knowingly providing false, misleading, or incomplete information to the IRS may result in penalties, audits, repayment of improperly received refunds, restitution, fines, or criminal prosecution, including possible imprisonment.I further acknowledge that Prosper Taxes & Financial Services and its authorized tax preparers are not responsible for errors, delays, penalties, or other consequences directly resulting from inaccurate, incomplete, or undisclosed information provided by me, except to the extent caused by their own errors, negligence, or misconduct.By signing below, I confirm that I have reviewed and understand this acknowledgment and authorize Prosper Taxes & Financial Services to prepare my tax return using the information and documentation I have provided.I understand that my completed return will be presented to me for review and approval and that any required IRS electronic filing authorization must be signed before my return is electronically submitted.
Consent to Use Tax Return Information
Tax Year 2026 | Filing Season 2027

I authorize Prosper Taxes & Financial Services to use my 2026 tax return information, including my identifying information, filing status, income, anticipated refund, and other information relevant to my application, for the limited purpose of discussing, evaluating, and facilitating my request for Refund Advantage electronic refund disbursement services and/or refund-related loan products.

I understand that my consent is voluntary and that declining consent will not prevent me from obtaining tax preparation services from Prosper Taxes & Financial Services.

I understand that this consent does not guarantee approval for a refund-related loan or other banking product.
I consent to the use of my 2026 tax return information for the purposes described above.
Taxpayer Full Legal Name
Spouse Full Legal Name (if applicable)
Taxpayer Signature:
Spouse Signature (if applicable):
Date of Application

MonthDayYear
2 digit month, 2 digit day, 4 digit yearFor signature verification purposes
Consent to Disclose Tax Return Information
Tax Year 2026 | Filing Season 2027

I authorize Prosper Taxes & Financial Services to disclose my 2026 tax return information to Refund Advantage and the specifically identified financial institution(s) involved in the bank product I request, for the purpose of evaluating and processing my application for electronic refund disbursement services and/or refund-related loan products.

The information disclosed may include my name, Social Security number or taxpayer identification number, contact information, filing status, income, refund information, and other tax return information necessary to process the requested product.

I understand that I may request a more limited disclosure of my tax return information; however, doing so may prevent the financial institution from processing my requested banking product.

I understand that declining consent will not prevent me from receiving tax preparation services from Prosper Taxes & Financial Services, although it may prevent me from obtaining the requested bank product.

I understand that bank product eligibility and approval are determined by the applicable financial institution and are not guaranteed.
I consent to the disclosure of my 2026 tax return information for the purposes described above.

No. I do not consent to Prosper Taxes & Financial Services disclosing my tax return information to Refund Advantage or its affiliated banking partners for the purpose of applying for or obtaining refund-related banking products. I understand that by declining this consent, I will not be eligible to apply for these banking products through Prosper Taxes & Financial Services. I elect to pay all applicable tax preparation and related service fees upfront.I understand that declining this consent will not prevent me from receiving tax preparation services.
Taxpayer Full Legal Name
I consent to the disclosure of my 2026 tax return information for the purposes described above.
Spouse Full Legal Name (if applicable)
I consent to the disclosure of my 2026 tax return information for the purposes described above.
Taxpayer Signature:
Spouse Signature (if applicable):
Date of Application

MonthDayYear
2 digit month, 2 digit day, 4 digit yearFor signature verification purposes
Please upload all Social Security Card of each listed dependent here

Cancelof
Should be Empty: