Direct Tax Client Intake Form

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Image Field
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First and Last Name* This field is required.
First Name
Last Name
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Date of Birth * This field is required.
Date
Month
Day
Year
4
Social Security Number* This field is required.
5
Phone Number* This field is required.
Please enter a valid phone number.
6
Email* This field is required.
example@example.com
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Address* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
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What is your job title?* This field is required.
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Did you have health insurance at all last year?* This field is required.
YESNO
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Was your health insurance through your employer?* This field is required.
YESNO
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Who was your health insurance through?* This field is required.
12
Filing Status* This field is required.
Please Select
Please Select
Single
Head of Household
Married Filing Jointly
Married Filing Separately
Surviving Spouse
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Were you legally married at all last year?* This field is required.
YESNO
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Spouse Full Name* This field is required.
First Name
Last Name
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Spouse Date of Birth* This field is required.
Date
Month
Day
Year
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Spouse Social Security Number* This field is required.
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Spouse Email* This field is required.
example@example.com
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Spouse Phone Number* This field is required.
Please enter a valid phone number.
19
Spouse's Job Title* This field is required.
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Please Upload a Copy of Spouse's ID* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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Are you claiming any dependents?* This field is required.
YESNO
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How many dependents are you claiming?* This field is required.
Please Select
Please Select
1
2
3
4
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Dependent 1 Full Name* This field is required.
First Name
Last Name
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Dependent 1 Date of Birth* This field is required.
Date
Month
Day
Year
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Dependent 1 Social Security Number* This field is required.
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Dependent 1 Relationship to you* This field is required.How is dependent 1 related to you?
Please Select
Please Select
Son
Daughter
Step Child
Half Brother
Half sister
Step Brother
Step Sister
Foster Child
Nephew
Niece
Grandchild
Grandparent
Parent
Brother
Sister
Aunt
Uncle
Other
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Dependent 2 Full Name* This field is required.
First Name
Last Name
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Dependent 2 Date of Birth* This field is required.
Date
Month
Day
Year
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Dependent 2 Social Security Number* This field is required.
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Dependent 2 Relationship to you* This field is required.How is dependent 2 related to you?
Please Select
Please Select
Son
Daughter
Step Child
Half Brother
Half sister
Step Brother
Step Sister
Foster Child
Nephew
Niece
Grandchild
Grandparent
Parent
Brother
Sister
Aunt
Uncle
Other
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Dependent 3 Full Name* This field is required.
First Name
Last Name
32
Dependent 3 Date of Birth* This field is required.
Date
Month
Day
Year
33
Dependent 3 Social Security Number* This field is required.
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Dependent 3 Relationship to you* This field is required.How is dependent 3 related to you?
Please Select
Please Select
Son
Daughter
Step Child
Half Brother
Half sister
Step Brother
Step Sister
Foster Child
Nephew
Niece
Grandchild
Grandparent
Parent
Brother
Sister
Aunt
Uncle
Other
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Dependent 4 Full Name* This field is required.
First Name
Last Name
36
Dependent 4 Date of Birth* This field is required.
Date
Month
Day
Year
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Dependent 4 Social Security Number* This field is required.
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Dependent 4 Relationship to you* This field is required.How is dependent 4 related to you?
Please Select
Please Select
Son
Daughter
Step Child
Half Brother
Half sister
Step Brother
Step Sister
Foster Child
Nephew
Niece
Grandchild
Grandparent
Parent
Brother
Sister
Aunt
Uncle
Other
39
Did your dependents live with you 12 months out of the year last year?* This field is required.
YESNO
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How many months out of the year did your dependents live with you?* This field is required.
Please Select
Please Select
1
2
3
4
5
6
7
8
9
10
11
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Do you or any of your dependents have an IRS Identity Protection PIN (IP PIN)?* This field is required.
YESNO
42
Please enter the IP PIN and the name of the individual it belongs to* This field is required.If there are multiple individuals with IP PINs, press Enter after each entry to list them separately.
Huge
Large
Normal
Small
Ok
Ok
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Image Field
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Income Sources* This field is required.Check all that apply
W-2
1099-NEC
Cash
Self Employed
Other
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This information is used only to deposit your tax refund. Please double-check for accuracy.
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Bank Name* This field is required.
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Account Holder Name* This field is required.Account Holder name must match taxpayer
First Name
Last Name
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Routing Number* This field is required.
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Account Number* This field is required.
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Confirm Account Number* This field is required.
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Account Type* This field is required.
Please Select
Please Select
Checking
Savings
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I confirm the bank information provided is accurate. I authorize the direct deposit of my tax refund into the bank account listed above. I understand that incorrect banking information may result in delayed or rejected deposits.* This field is required.
Yes
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Image Field
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Did you file last year?* This field is required.
YESNO
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If not, how many years since you last filed? * This field is required.
Please Select
Please Select
1
2
3
4
5+
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Image Field
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Are you working with a specific Tax Preparer?* This field is required.
No, I just saw an online ad or social media post
Yes, I am working with a specific Tax Preparer
58
What's the name of the Tax Preparer you're working with?* This field is required.This will help us share your information with your tax preparer
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Image Field
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Please upload the following (as applicable):

Income Documents

W-2 forms (from all employers)
1099 forms (1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-R, etc.)
Self-employed income documentation (bank statements, profit & loss statement, invoices, or payment summaries)
Any other income not listed above

Business / Self-Employed (if applicable)

Business bank statements
Receipts or records for business expenses
Mileage totals (if applicable)
Prior-year tax return (if available)

Dependents & Credits (if applicable)

Childcare provider information (name, address, EIN/SSN, total paid)
School/education forms (1098-T)
Proof of dependents (if requested)
Health insurance forms (1095-A, B, or C)

⚠️ Important Notes:

Upload clear, legible photos or PDFs only
Make sure all pages are included
If you’re unsure whether a document applies to you, upload it anyway. We’ll review it.
If additional documents are needed, one of our preparers will reach out to you directly.
61
Please upload copy of your photo ID* This field is required.Make sure the photo is clear and the entire ID is shown in the picture
Drag and drop files here
Select files to upload
Max. file size: 5.0MB
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File Upload* This field is required.To accurately prepare and file your tax return, please upload all applicable documents below. Submitting complete and clear documents helps avoid delays and ensures you receive the maximum refund you’re eligible for.
Drag and drop files here
Select files to upload
Max. file size: 5.0MB
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Are you interested in our Credit Repair program?
YESNO
Should be Empty: