In Office Intake - Tax Pros

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- Step 1 of 62

Name *

First

Last

As It appears on you Social Security Card

Date of Birth

Email *

Email

Confirm Email

Are you a Returning client *

Yes
No

Social Security Number *

Last 4 of Social Security Number *

Is your address the same as last year? *

Yes
No

Address *

Address Line 1

Address Line 2

City

State

Zip Code

Is your Occupation the same as Last Year? *

Yes
No

What is your Occupation *

Do you have a W2 or 1099

Yes
No

Do you have a spouse *

Yes
No

Is your Spouse same as Last year? *

Yes
No

Spouse Name *

First

Last

Spouse Date of Birth

Spouse Email

Email

Confirm Email

Spouse Social Security Number *

Last 4 of Spouse Social Security Number

Is your Spouse's Occupation the same as Last Year? *

Yes
No

What is your Spouse's Occupation

Who is your Tax Preparer?

Daryl
Will
Mandela
Yves
Alia
Tequaila
Christian
New Client!

Did you sell or receive any stocks during the previous tax year(s)? *

Yes
No

Did you file with us last yeat?

Yes
No

What year are you filling for? *

2024
2023
2022
2021
2020
2019

Do you have any Dependents? *

Yes
No

Are your Dependents the same as last year? *

Yes
No

Dependents Full Name *

First

Last

Date of Birth of Dependents *

Dependents Social Security *

Number of Months dependent lived with you? *

Add Dependent #2 *

Yes
No

Dependents Full Name 2 *

First

Last

Date of Birth of Dependents 2 *

Dependents Social Security 2 *

Number of Months dependent lived with you? 2 *

Add Dependent #3 *

Yes
No

Dependents Full Name 3 *

First

Last

Date of Birth of Dependents 3 *

Dependents Social Security 3 *

Number of Months dependent lived with you? 3 *

Add Dependent #4 *

Yes
No

Dependents Full Name 4 *

First

Last

Date of Birth of Dependents 4 *

Dependents Social Security 4 *

Number of Months dependent lived with you? 4 *

Add Dependent #5 *

Yes
No

Dependents Full Name 5 *

First

Last

Date of Birth of Dependents 5 *

Dependents Social Security 5 *

Number of Months dependent lived with you? 5 *

What was your marital status on Dec 2023?

Single
Married
Divorced
Other

Did you have insurance coverage through your job or Healthcare.gov during the previous tax year? *

Yes
No

Have you ever been issued a Personal Identification Number (PIN) by the IRS for tax-related purposes? *

Yes
No

Can Someone claim you as Dependent? *

Yes
No

What is their name and relation to you? *

Were there any births, Adoptions or deaths in your family? *

Yes
No

Did you or your spouse pay any childcare Expenses? *

Yes
No

Name of Child care Provider?

Childcare provider Address?

Address Line 1

Address Line 2

City

State

Zip Code

Did you or your spouse retire on permanent and total disability income? *

Yes
No

Do you own a Home? *

Yes
No

If you receive a refund, do you want it in your bank account?

Yes
No

Bank Name

Account Type?

Checking
Savings

Account Number

Routing Number

Check the Deductions that apply to you and have these amounts for you virtual interview

student loan interest payments
educator expenses
self-employed health insurance payments
certain alimony payments
contributions to a retirement account
medical expenses
state and local taxes
mortgage interest
donations of goods to charities
purchased a vehicle last year
major repairs to your home
not sure

Do you own a Business? *

Yes
No

Do you want to fill out the Business Intake now? *

Yes
No

Business Name *

Tax ID *

Business Phone

Business Email

Email

Confirm Email

Business Address *

Address Line 1

Address Line 2

City

State

Zip Code

Have you Filed With us Before *

Yes
No

Type of Business *

Sole Proprietorships
Partnerships
Corporations
S Corporations
Limited Liability Company (LLC)

What is The Nature of this Business?

Are there any Significant Issues currently with your accounts? *

Yes
No

What are the issues?

What are your current Tax Payment Status and Tax rate applicable to your business?

What Financial accounts do you have?

Are you keeping your business and Personal Finances separate? *

Yes
No

Does your business have employees or inventory? *

Yes
No

Tax ID documents or business documents

Click or drag files to this area to upload. You can upload up to 15 files.

Invoice/Receipts

Click or drag files to this area to upload. You can upload up to 12 files.

Any other Tax related documents or expenses

Click or drag files to this area to upload. You can upload up to 5 files.

Signature

Clear Signature

Spouse Signature

Clear Signature

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