Tax Client Intake

Your information

First Name *

Last Name *

Email *

Phone *

Which of our experts are you filing with?

Address

Street Address *

Country

State *

City *

Postal Code *

Date Of Birth

SSN or ITIN

Occupation

Upload your photo ID (front & back) and Social Security card or ITIN letter

PDF, DOCX, DOC, JPEG, JPG or PNG ( max 10 Files )

Spouse information

Complete if married (filing jointly or separately).

Spouse First Name

Spouse Last Name

Spouse Date of Birth

Spouse SSN or ITIN

Spouse Occupation

Spouse Phone

Spouse Email

Upload spouse photo ID (front & back) and Social Security card or ITIN letter

PDF, DOCX, DOC, JPEG, JPG or PNG ( max 10 Files )

Dependents

List each dependent. Need more than 4? Add them in Notes.

Number of Dependents

Dependent 1 Full Name

Dependent 1 Date of Birth

Dependent 1 SSN or ITIN

Dependent 1 Relationship

Dependent 1 Months Lived With You in 2026

Dependent 2 Full Name

Dependent 2 Date of Birth

Dependent 2 SSN or ITIN

Dependent 2 Relationship

Dependent 2 Months Lived With You in 2026

Dependent 3 Full Name

Dependent 3 Date of Birth

Dependent 3 SSN or ITIN

Dependent 3 Relationship

Dependent 3 Months Lived With You in 2026

Dependent 4 Full Name

Dependent 4 Date of Birth

Dependent 4 SSN or ITIN

Dependent 4 Relationship

Dependent 4 Months Lived With You in 2026

Upload dependents' Social Security cards, birth cer

PDF, DOCX, DOC, JPEG, JPG or PNG ( max 10 Files )

About your return

Filing Status *

Income Types *

Select all that apply.

Prior Year Preparer? *

Yes

Tax Service Needed *

Did you receive any IRS or state letters this year?

Yes

Do you want direct deposit for your refund?

Yes

Upload your direct deposit form or a voided check

PDF, JPEG, JPG or PNG ( max 10 Files )

Upload W-2s, 1099s, 1098s, prior-year return, IRS or state letters, and other tax documents

Upload photo ID (front and back), Social Security cards, W-2s and 1099s, your prior-year return, and any other tax documents. PDF, JPG, PNG, GIF, DOC, and DOCX accepted.

PDF, JPEG, JPG, PNG, DOCX, DOC or GIF ( max 25 Files )

Tax Intake Notes

Tax Intake Consent *

I authorize Morrise Reserve to use this information to prepare my tax return and agree to the privacy policy

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