✨ iMpAcTz Solutions Group Client Welcome + Tax Intake

✨ iMpAcTz Solutions Group Client Welcome + Tax Intake

Welcome! Please complete the following information to help us begin your tax intake process. Your responses are confidential and secure.
Client Information

Please provide your personal contact details.
Taxpayer Name

First NameLast Name
Spouse Name

First NameLast Name
Mailing Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Taxpayer Email Address
example@example.com
Spouse Email Address
example@example.com
Taxpayer Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Spouse Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Are you married?
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Taxpayer Details

Please provide your taxpayer identification and filing information.
Filing Status
Occupation
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Dependent Information

List any dependents you wish to claim. Click 'Add Row' for each dependent.
Dependents
Are you a returning client?
Mandatory Taxpayer, Spouse, and Dependent Documentation

Upload driver license, dependent(s) (birth certificate, social security card, lease, etc.).
File Upload

Cancelof
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Tax Documents Upload

Upload relevant tax documents (W-2, 1099, prior year returns, etc.).
Upload Tax Documents

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Additional Information

Let us know if there is anything else we should be aware of regarding your tax situation.
Additional Notes
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Consent and Acknowledgement

Please review and accept our terms to proceed.
I agree to receive emails and SMS/text messages from iMpAcTz Solutions Group (transactional + marketing). I understand message/data rates may apply. I can opt out at any time by replying STOP to a text or unsubscribing from any email, and my consent isn’t required to receive services.
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✨ iMpAcTz Solutions Group Client Welcome + Tax Intake

Client Information

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Taxpayer Details

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Dependent Information

Mandatory Taxpayer, Spouse, and Dependent Documentation

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Tax Documents Upload

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Additional Information

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Consent and Acknowledgement