Tax preparation intake form

Complete all 4 steps to get started. We'll review your information and send your free estimate within 24–48 hours.

Personal Information

First Name *

Last Name *

Email *

Phone *

Date of birth *

Social security number (last 4) *

Address

Street Address

City

State

Country

Postal Code

Tax year & filing type

Tax Year *

Filling Status

Additional Questions

Number of dependents

Did you file a return last year?

Return type (select all that apply)

Used to estimate your preparation fee — not shared with the IRS

Refund & delivery preferences

How would you like to receive your refund? *

Direct deposit (fastest — 21 days or less)

Paper check (4–6 weeks)

Same-day advance — I want to learn more

How would you like to work with us?

Fully virtual — upload docs online, review remotely

In-person appointment (Dallas, TX area)

Drop off documents, review remotely

Anything else we should know?

Optional — more context helps us give you a more accurate quote

Upload available document here

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 20 Files )

Signature

Clear

Date of submission

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Tax preparation intake form

Personal Information

Tax year & filing type

Documents

Refund & delivery preferences