Start Your Tax Preparation

Complete this intake and upload the documents you have ready. Fill in spouse, dependent, education, and business details only when they apply to your situation.

We’ll review your submission and email your next step, including the appropriate engagement agreement and any payment requirements. Submitting this intake does not authorize filing your return.

Which tax year(s) do you need prepared? *

Are you a new client of JTPS? *

Yes

U.S. Citizen/Resident? *

Yes

Spouse information (if married)

Spouse's Full Name
Spouse’s Date of Birth
Spouse’s Social Security Number

Dependents — Person 1 (if applicable)

If you have no dependents, skip the dependent sections. If you have more than three, let us know when we follow up.

Dependent 1 Full Legal Name

Dependent 1 Date of Birth

Dependent 1 Social Security Number

Dependent 1 Relationship to You

Is Dependent 1 US Citizen/Resident:

Yes

Did Dependent 1 receive Social Security benefits during the tax year?

Yes

Did Dependent 1 live with you for more than six months during the tax year?

Yes

Dependent 2 (if applicable)

Dependent 2 Full Legal Name

Dependent 2 Date of Birth

Dependent 2 Social Security Number

Dependent 2 Relationship to You

Is Dependent 2 a US Citizen/Resident:

Yes

Did Dependent 2 receive Social Security benefits during the tax year?

Yes

Did Dependent 2 live with you for more than six months during the tax year?

Yes

Dependent 3 (if applicable)

Dependent 3 Full Legal Name

Dependent 3 Date of Birth

Dependent 3 Social Security Number

Dependent 3 Relationship to You

Is Dependent 3 US Citizen/Resident:

Yes

Did Dependent 3 receive Social Security benefits during the tax year?

Yes

Did Dependent 3 live with you for more than six months during the tax year?

Yes

If the dependent is NOT your biological child:

Why are you claiming the dependent instead of the parent?

Where is the biological parent?

Do you have legal custody/guardianship?

Yes

Can you provide documentation?

Yes

What documentation are you providing? (Select all that apply)

School Records

Medical Records

Court Documents

Daycare Provider Statements

Who received Social Security benefits during the tax year, if applicable?

Self

Dependent Child

Both

Earned Income Tax Credit

Is anyone else claiming any of the dependents listed above?

Yes

If yes, identify the dependent and the other person claiming them.

Did you earn income from work?

How much investment income did you or your spouse receive for the tax year(s) being prepared?

Child Tax Credit (CTC)/Additional Child Tax Credit

Which dependents, if any, were under age 17 at the end of the tax year?

Which dependents are you planning to claim on this tax return?

American Opportunity Tax Credit (AOTC)

Education details (if applicable)

Complete these questions for a taxpayer, spouse, or dependent who attended college during the tax year. If more than one student applies, identify each person in your answers.

Status (optional):

Student

Person with a disability

Do you have form 1098-T? *

Yes

Is the student enrolled at least half-time in a degree program?

Was the student enrolled in at least one academic period this year?

Has the student completed the first 4 years of postsecondary education?

Has the student been convicted of a felony drug offense?

Were qualified education expenses paid (tuition, books, etc.)?

Did you or any household member receive health insurance through the Marketplace (Obamacare)?

Yes

Do you have form 1095-A? *

Yes

Business Information (if applicable)

EIN (Employer Identification Number)

Are you interested in starting or restructuring a business?

Yes

How did you hear about us?

Do you have questions about filing back taxes?

Additional services you’re interested in (optional)

Select any additional services you’re interested in. For services marked “Referral,” we can connect you with a trusted referral partner.

Acknowledgment & Signature Please read carefully:

I certify that all the information provided on this form is accurate and true to the best of my knowledge.

I understand that JTPS Advisory Co. is not responsible for any incorrect or false information submitted.

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Select the tax documents you have ready

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