Personal Information

First Name

Last Name

Phone *

Address

Street Address

City

State

Country

Postal Code

Email *

Social Security Number / ITIN

Who is your Tax Preparer?

Employment & Income Information

Current Employer(s) and Occupation(s)

Did you receive any of the following (Check all that apply):

W-2 income?

1099 income (self-employed, contractor, gig work)?

Unemployment benefits?

Social Security or Disability?

Investment income (stocks, crypto, dividends, rental)?

Retirement distributions?

Did you have more than one employer this year? (Y/N)

Yes

No

Please upload the following:

Upload ID (Driver’s License, Passport)
Upload Social Security Card(s)
Upload W-2, 1099, 1098, etc.
Upload prior year tax return

Dependents

Dependent(s) Full Name, Date of Birth, SSN/ITIN

Relationship to you

Lived with you more than 6 months? (Y/N)

Yes

No

Did anyone else claim or plan to claim this dependent? (Y/N)

Yes

No

Document Upload

Please use the uploader below to addd your documents.

By signing below, I confirm that all information provided is accurate and complete to the best of my knowledge. I understand that my tax return will be prepared based on the details I’ve submitted, and I accept responsibility for the accuracy of this information.

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