Tax Preparation Intake Form

Please include all tax documents related to your 2025 filing.

If this is your first time filing with us:
Please upload your 2024 Form 1040 (last year’s tax return).

Enter your full legal name exactly as shown on your Social Security card
Provide Social Security numbers for you, your spouse, and dependents
Upload all income documents (W-2, 1099, business income, unemployment, retirement, crypto, etc.)
Confirm your address, filing status, and dependents
Double-check bank routing and account numbers for direct deposit
Review all information for accuracy before submitting

Upload your documents here or email them to:
📧 [email protected]

First Name *

Middle Initial

Last Name *

Jr., Sr., III:

Phone *

Email *

Occupation *

(Cashier, homemaker, retired, student, etc.)

Date of birth

(mm/dd/yyyy)

Social Security Number *

Address *

Street Address

City

State

Country

Postal Code

Spouse Full Name

Spouse Occupation

Spouse Date Of Birth

(mm/dd/yyyy)

Spouse Social Security Number

Dependent 1

First Name
Last Name
Relationship (Ex. Son, Niece etc.)
Date of Birth
Social Security Number

Dependent 2

First Name
Last Name
Relationship (Ex. Son, Niece etc.)
Date of Birth
Social Security Number

Dependent 3

First Name
Last Name
Relationship (Ex. Son, Niece etc.)
Date of Birth
Social Security Number

Direct Deposit Information *

Routing Number
Account Number

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