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Welcome!
Please take a moment to complete this intake form and fill out all sections that apply to you. Once finished, be sure to upload all of your tax documents so I can prepare your return accurately and without delays.

I’m here to make this tax season easy and stress-free for you.
Keep an eye on your email for updates, questions, and next steps along the way.

Let’s get started!

TAX PREP CLIENT INTAKE FORM

PRIMARY TAXPAYER INFORMATION:

Enter First Name, Middle name, and Last Name
Enter an email that you have access to
Enter birthday in format MM-DD-YYYY
Country
The return will reject if you were issued an IP PIN, and it is not submitted with the tax return.

SPOUSAL INFORMATION (IF APPLICABLE)

The return will reject if you were issued an IP PIN, and it is not submitted with the tax return.

DEPENDANTS:

Upload AT LEAST ONE piece of information for dependents: any of the following that you may have ...examples include: Birth Certificate, Social Security Card, Insurance Card, Government issued letter (SNAP, Medicaid, etc)
Enter Your 1st dependent's Full name (include Jr, Sr, etc), Date of Birth (ex. Jan 15, 2001), Social Security Number(format: xxx-xx-xxxx) , and 
The return will reject if you were issued an IP PIN, and it is not submitted with the tax return.
Enter Your 2nd dependent's Full name (include Jr, Sr, etc), Date of Birth (ex. Jan 15, 2001), Social Security Number(format: xxx-xx-xxxx) , and 
The return will reject if you were issued an IP PIN, and it is not submitted with the tax return.
Enter Your 3th dependent's Full name (include Jr, Sr, etc), Date of Birth (ex. Jan 15, 2001), Social Security Number(format: xxx-xx-xxxx) , and 
The return will reject if you were issued an IP PIN, and it is not submitted with the tax return.
Enter Your 4th dependent's Full name (include Jr, Sr, etc), Date of Birth (ex. Jan 15, 2001), Social Security Number(format: xxx-xx-xxxx) , and 
The return will reject if you were issued an IP PIN, and it is not submitted with the tax return.

TAX RELATED QUESTIONS:

W2, 1099, Mortgage statement, Education form, bank statements, etc

SELF EMPLOYMENT QUESTIONS

If you are self-employed, please answer questions about your business for 2025.

Upload any business documents you have : Bank statement, Business License, Business Formation, EIN letter, Income and expenses summary, or mileage log
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Refund Information

If a refund is due, please answer the follwing questions.

ACKNOWLEDGMENT & SIGNATURE

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  • I confirmed that all information I entered here is accurate and true.

  • I allow my tax preparer to capture my sensitive data like personal id, government id, social security number (SSN), and other information.

  • I have read the terms and conditions and privacy policy.

  • By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

  • By signing below you are signing and agreeing to the client engagement letter and all terms.

✨ Quick Note: This form is just the first step in getting you set up for a smooth tax season. Your return won’t be filed until you’ve booked your appointment, had your consultation, and given us the green light to move forward. We’ll walk you through everything — stress-free.