Please complete this intake form and upload all relevant tax documents (W-2s, 1099s, K-1s, prior year return, ID, SSN cards, etc.). For multiple files, combine into a single PDF or ZIP file if possible. All information is handled securely and used only to prepare your tax return.

Primary Tax Information

Primary Taxpayer First Name *

Primary Taxpayer Last Name *

Primary Taxpayer Email *

We will use this email for all communications about your tax return and to send any secure links.

Primary Taxpayer Phone Number *

Best phone number to reach you for clarifications or confirmations.

Address

Primary Taxpayer Address *

City

State

Country

Postal Code

Tax Year (Select the tax year for which you want us to prepare a return.) *Use 'Other' if your year is not listed.

Filing Status *Select the filing status that applies to you for the selected tax year.

Primary Taxpayer Social Security Number (SSN) *

Enter SSN (format: XXX-XX-XXXX). This is required to prepare your tax return. We handle SSNs securely.

Date of Birth (Primary Taxpayer) *

Enter your date of birth.

Spouse Information

Spouse Name *

Spouse Social Security Number (SSN)

If filing jointly, please provide spouse SSN.

Spouse Date of Birth

Dependent Information

Dependent Name *

Option 1
Option 2
Option 3

Dependent Social Security Number (SSN) *

Option 1
Option 2
Option 3

Dependent Date of Birth *

Option 1
Option 2
Option 3

Relationship to Primary Taxpayer *

Income Documents (W-2, 1099s, K-1, etc.) - Upload *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF Upload your income-related documents. If you have multiple files, please combine into a single PDF or ZIP before uploading.

Prior Year Tax Return - Upload (if available)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF Providing last year's return helps us ensure accurate carryovers and prior-year information.

Identification Documents (Driver's License, ID) - Upload *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF Upload a photo or scan of government-issued ID for identity verification.

Other Supporting Documents - Upload (e.g., receipts, statements)

Upload any additional documents relevant to your tax situation. Combine files into a single archive if possible.

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF Upload any additional documents relevant to your tax situation. Combine files into a single archive if possible.

Preferred Contact

Phone

Text

Mail

Comments

Use this field to provide any additional information that may help us prepare your return.

Taxpayer Signature *

Clear

By signing, you consent to Classe Tax Firm preparing your tax return and to electronic communication as needed.

Signature Date

By checking this box, I consent to receive non-marketing text messages from CLASSE TAX FIRM LLC about Classe Tax Firm - Client Intake Form. Message frequency varies, message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

By checking this box, I consent to receive marketing and promotional messages including special offers, discounts, new product updates among others, from CLASSE TAX FIRM LLC at the phone number provided. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.