Welcome to Top Tier Pro Solutions

Let’s get started with a few basic details. Your answers will help us personalize your tax-preparation experience and route your information appropriately.

Full Legal Name *

Email *

Phone *

Residency & Multi-State Information

These questions help us identify potential resident, part-year resident, and nonresident state-filing requirements.

What state did you consider your primary residence during 2026? *

Did you move to or from another state during 2026? *

Childcare & Dependent-Care Expenses

Complete this section if you paid a person, daycare, camp or other provider to care for a qualifying individual so you—or you and your spouse—could work or look for work during 2026.

Do you have your childcare provider’s complete information available now? *

Yes

Not yet — I will provide it later

Childcare Provider’s Legal Name *

Childcare Provider’s Complete Address *

Provider’s EIN or Social Security Number *

The provider’s tax identification number may appear on a childcare statement or completed Form W-10.

Total Amount Paid to This Provider During 2026 *

Was the care provided so you—or you and your spouse—could work or look for work? *

Yes

I’m not sure

Did you use more than one childcare provider during 2026? *

Yes

Was this provider your household employee during 2026? *

You will upload supporting childcare records securely through the TTPS Tax Portal. Do not email or text the provider’s Social Security number. Do not email or text provider tax-identification information or supporting records.

2026 Income Sources

Select every type of income that you—or your spouse, if filing together—received during 2026. Your selections will determine which additional questions appear later.

Which types of income did you or your spouse receive during 2026? *

Have you received all of your expected 2026 income documents? *

Yes

I'm not sure

Did you or your spouse work or earn income in more than one state during 2026? *

Yes

I'm not sure

List Every State Where You or Your Spouse Worked or Earned Income During 2026?

Special Tax Situations & Potential Credits

Select everything that applied to you—or your spouse, if filing together during 2026. Your selections will help us identify information or supporting documents that may be needed.

Which of the following applied during 2026?

Does any of these tax-account situations apply to you?

Is there anything else your tax professional should know?

Tax Documents & Secure Portal Access

Your tax documents and sensitive identifying information must be submitted through the secure TTPS Tax Portal. This form does not replace the portal document-submission process.

Have you received all expected 2026 tax documents? *

Yes

I'm not sure

Which statement best describes your TTPS Tax Portal status? *

I am ready to create my account

I need assistance creating or accessing my account

I already have an account

After submitting this pre-intake form, you will receive instructions for accessing the secure TTPS Tax Portal. Upload all identification records, tax forms, dependent documents, and supporting information through the portal. Do not email or text tax documents, Social Security numbers, or bank-account information.

Tax-Preparation Fee Policy Acknowledgment

Top Tier Pro Solutions offers eligible clients the option to have tax-preparation fees deducted from an eligible current-year tax refund. Fees must be paid upfront if you owe taxes, do not receive a refund, do not qualify for a refund-transfer option, or request preparation of a prior-year return for 2025 or earlier. Refund-transfer options may include additional bank fees and are subject to eligibility and program terms.

Please confirm your understanding of the tax-preparation fee policy. *

I have read and understand the tax-preparation fee policy

I have questions and would like someone to contact me

Top Tier Pro Solutions can prepare eligible returns for up to five prior tax years. Required records, pricing and filing options may vary by tax year.

1. I confirm that the preliminary information I provided in this form is true, complete, and accurate to the best of my knowledge. *

I confirm

2. I understand that missing, incomplete or inaccurate information may delay preparation of my tax return and may affect the accuracy of the completed return. *

I understand

3. I request tax-preparation services from Top Tier Pro Solutions and authorize the firm and its assigned tax professionals to review the information and documents I submit through the secure TTPS Tax Portal for the purpose of evaluating and preparing my tax return. *

I authorize

4. I understand that completing this pre-intake form does not begin preparation of my tax return. I must create or access my secure TTPS Tax Portal account and submit all required information and documents before my return can be reviewed for preparation. *

I understand

5. I understand that my tax return will not be electronically filed until I have reviewed the completed return and signed all required tax and e-file authorization forms. *

I understand

Taxpayer Electronic Signature *

Clear

By signing below, you acknowledge that your electronic signature has the same intent as signing this intake by hand.

Date Signed *

Welcome to Top Tier Pro Solutions

Filing & Marital Information

Dependent Information

Childcare & Dependent-Care Expenses

2026 Income Sources

Special Tax Situations & Potential Credits

Tax Documents & Secure Portal Access

Tax-Preparation Fee Policy Acknowledgment