Tax Preparation Intake Form

Please complete your form to ensure that we are able to answer all questions on your tax return and avoid any delays in your filing.

Skip Spouse section if you are not legally married. If you have a common law marriage in your state you may be able to be recognized as married on a federal level.

Section: Dependents

Use this screen to provide information for all dependents you provided for during the year. If you are claiming more than one dependent PRESS YES at the bottom of the screen to duplicate these questions for each dependent.

Section: Dependent #2

Section: Dependent #3

Dependent Eligibility

These questions are needed for questions on your return in regards to each dependent in general. We do not require certain documentation but if asked you must be able to provide proof of what is completed in this form. Please answer truthfully and completely.

Section: Income

Please check all income types you received during the year and upload forms below. You may also upload more documents inside of your portal needed.

Section: Deduction & Credit Discovery

This section is to discover anything else that you may qualify for. These questions are related to UPDATED CREDITS AND DEDUCTIONS passed into law. Click all that apply.

Section: Financial Needs Discovery

Complete this section to determine other financial needs given through the company or partner companies. MOST OF THESE MAY BE RELATED TO YOUR PERSONAL AND BUSINESS TAX NEEDS.

Direct Deposit or Debit

If you are due a refund or have a tax liability please provide the account information below for payment.

Section: Confirm Identity

Please take a picture with your ID to confirm your identity.
I declare under penalties of perjury that the information I have provided in this tax intake form is true, correct, and complete to the best of my knowledge and belief. I understand that this information will be used by my tax preparer to prepare my federal and state income tax returns and that I am responsible for the accuracy of the information provided.
I acknowledge that:

  • I have reviewed the information submitted, or will review my completed tax return before signing.

  • I am responsible for providing all required income, expenses, deductions, credits, and supporting documentation.

  • I understand that providing false or incomplete information may result in penalties, interest, audits, or other enforcement actions by taxing authorities.

I authorize my tax preparer to use the information provided in this intake form as well as additional documentation or clarification is requested.
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