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  • HEY BAE! IT'S MONEY SEASON! WE'RE READY FOR YOU!

    Thank you for choosing Tax Bae Pro! PLEASE NOTE: Upon completion of your intake form you will receive an email link to upload your tax documents in your client portal. We cannot process your tax return until all documents are received.

  • ARE YOU READY TO FILE YOUR TAXES? HERE ARE A FEW DOCUMENTS YOU'LL NEED TO PROCEED.

    UPON COMPLETING YOUR CLIENT FORM YOU WILL RECEIVE A PORTAL LINK TO UPLOAD YOUR TAX DOCUMENTS.
    ARE YOU READY TO FILE YOUR TAXES? HERE ARE A FEW DOCUMENTS YOU'LL NEED TO PROCEED.
    • FILING STATUS 

    • WHAT'S YOUR FILING STATUS?

    • PRIMARY TAXPAYER DETAILS 

    • WHO'S THE PRIMARY TAXPAYER?

      PLEASE PROVIDE YOUR INFORMATION
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    • SPOUSE DETAILS 

    • SPOUSE

      PLEASE PROVIDE YOUR SPOUSE'S INFORMATION IF YOU ARE LEGALLY MARRIED OR PRESUMED MARRIED BY THE COMMON LAW STATUTE IN THE STATE YOU RESIDE IN
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  • PLEASE PROVIDE ALL DEPENDENT INFORMATION

    YOU WILL BE REQUIRED TO UPLOAD ALL SOCIAL SECURITY CARDS FOR ANY INDIVIDUAL BEING CLAIMED ON THE TAX RETURN. AFTER YOUR SUBMISSION IS COMPLETED YOU WILL BE DIRECTED TO YOUR CLIENT PORTAL.
    PLEASE PROVIDE ALL DEPENDENT INFORMATION
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  • HEY BAE! LET'S TALK CREDITS...

    HEY BAE! LET'S TALK CREDITS...

    ALL TAX FORMS WILL NEED TO BE UPLOADED TO SUPPORT YOUR CLAIM.

  • DID YOU PAY FOR CHILDCARE? LET'S SEE IF WE CAN QUALIFY YOU FOR AN ADDITIONAL CREDIT. (PLEASE SKIP IF NOT APPLICABLE)

  • HIGHER EDUCATION

    HIGHER EDUCATION

    DID YOU ATTEND COLLEGE, TECHNICAL SCHOOL, OR EQUIVALENT? PLEASE PROVIDE ALL TUITION INFORMATION. YOU WILL BE PROMPTED AFTER YOUR SUBMISSION TO UPLOAD ALL REQUIRED DOCUMENTS I.E. 1098-T, 1098-E, TUITION STATEMENTS, ETC
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  • MEDICAL EXPENSES

    MEDICAL EXPENSES

    DID YOU OR YOUR SPOUSE PAY ANY MEDICAL EXPENSES THIS TAX YEAR?

  • PLEASE REVIEW ALL UNCOMMON TAX SITUATIONS BELOW. IF ANY ADDITIONAL TAXES WERE PAID THAT ARE NOT LISTED PLEASE ACCOUNT FOR THEM BELOW. PLEASE SKIP THIS SECTION IF IT DOES NOT APPLY TO YOUR TAX SITUATION.

  • MORTGAGE EXPENSES & HOME OWNERSHIP

    DO YOU OWN OR RENT YOUR HOME?
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  • DID YOU PROVIDE ANY GIFTS TO CHARITY? (PLEASE SKIP IF NOT APPLICABLE.)

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  • SOLAR POWER EXPENSES (PLEASE SKIP IF NOT APPLICABLE.)

    DID YOU PAY ANY SOLAR EXPENSES?
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  • UNEMPLOYMENT (PLEASE SKIP IF NOT APPLICABLE.)

    PLEASE COMPLETE THIS SECTION IF YOU RECEIVED UNEMPLOYMENT FOR THIS TAX YEAR.
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  • LET'S TALK INCOME AND WAGES. HOW MUCH DID YOU MAKE?

    LET'S TALK INCOME AND WAGES. HOW MUCH DID YOU MAKE?

    HEY BAE! LET'S SEPARATE BUSINESS AND PERSONAL INCOME. YOU WILL BE REQUIRED TO UPLOAD ALL INCOME DOCUMENTS AFTER COMPLETING YOUR CLIENT FORM.
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  • WE'RE ALMOST THERE!

    WE'RE ALMOST THERE!

    YOU MADE IT TO THE FINISH LINE! ONCE YOU GIVE YOUR TAX PROFESSIONAL PERMISSION TO TRANSMIT YOUR TAX RETURN YOU CAN EXPECT YOUR REFUND IN 21 DAYS OR LESS!

  • REFUND DISBURSEMENT

  • BY COMPLETING THIS INTAKE FORM, YOU AGREE THAT THE INFORMATION PROVIDED IS TRUE AND ACCURATE TO YOUR KNOWLEDGE. YOU UNDERSTAND THAT TAX BAE TAX PREPARATION WILL NOT PROCESS YOUR TAX RETURN WITHOUT YOUR CONSENT. ALL FIGURES WILL BE PROVIDED TO YOU PRIOR TO THE TRANSMITTAL TO THE IRS. YOU UNDERSTAND THAT TAX BAE TAX PREPARATION WILL NOT PROCESS ANY FRAUDULENT RETURNS AND WE WILL DO OUR DUE DILIGENCE TO MAKE SURE EACH TAX RETURN IS ACCURATE. IF MISLEADING OR FRIVOLOUS INFORMATION IS PROVIDED THE TAX RETURN WILL NOT BE PROCESSED. ONCE THE TAX RETURN IS TRANSMITTED ELECTRONICALLY IT CANNOT BE UNDONE.

     

    I UNDERSTAND THAT IF MY REFUND IS INTERCEPTED FOR ANY REASON I OWE TAX BAE ENTERPRISES DBA TAX BAE TAX PREPARATION FOR THE TAX PREPARATION FEE FOR THEIR SERVICES DISCUSSED DURING THE TIME OF PROCESSING.

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