Thank you for taking the time to complete our tax intake form. For our new clients, this information is critical to ensure an accurate filing of your tax returns. For our existing clients, while we may have some of this information from past engagements, we kindly request you provide it again so we can make sure our records are 100% accurate and up to date.

***YOU MUST HIT SUBMIT AND GET THE COMPLETED MESSAGE OR THE FORM WILL NOT GO THROUGH!!


  • 2021
  • 2022
  • 2023
  • Other
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  • YES
  • NO
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  • YES
  • NO
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Upload a copy deceased child/relative death certificate

Upload Copy Of Previous Year Tax Return Including Schedule C If They Filed Self Employment


  • YES
  • NO
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Dependent Information

PLEASE NOTE:

The Earned Income Credit (EIC) increases with the first 3 Children you claim. The maximum number of dependents you can claim for Earned Income Purposes is Three.

You MUST also meet other requirements related to your Adjusted Gross Income (AGI) to qualify for EIC. If you are MARRIED and FILING SEPARATE you CAN'T claim the credit.

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  • 1
  • 2
  • 3
  • 4
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  • YES
  • NO
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  • Taxpayer is disabled
  • Spouse is disabled
  • Dependent is disabled
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  • Self Employed
  • Business Owner
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  • YES
  • NO
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Form 1098-E - Student loan interest

  • YES
  • NO
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  • NO
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  • NO
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  • YES
  • NO
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Form 1098-E - Student loan interest

Upload 1098T, Receipts or School Schedule


Upload Requested Documents

PLEASE NOTE: You can upload multiple documents 

Upload ID/DL (for anyone over 18 years old on this filing (PREVIOUS CLIENTS ONLY UPLOAD DOCUMENTS THAT HAVE CHANGED)

IF Claiming Head of Household- Please upload a copy of utility bill


Upload Social Security Card (for all listed on this filing) - PREVIOUS CLIENTS ONLY UPLOAD DOCUMENTS THAT HAVE CHANGED)


Please download all W2's HERE - You can upload multiple files


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  • NO
  • NOT SURE
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  • YES
  • NO
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Please upload Statements of account history and copy of 1098T form from the college

  • Single
  • Married filing joint
  • Married Filing Separate
  • Head Of Household
  • Widow
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