Tax Pro Intake Form

Start Here - Step 1 of 8

When was the last tax year Tax Pros prepared a return for you? *

Last tax year
About 2 tax years ago
3 or more tax years ago
Tax Pros has never filed for me
I'm not sure

This helps us know whether we can use information already on file or need a full client setup.

Who is your tax preparer? *

Daryl
Yves
Will
Any
New Client

Select your usual Tax Pros preparer. If you do not have a preference, choose Any. If this is your first time with Tax Pros, choose New Client.

Taxpayer Full Name *

First

Last

Enter your name as it appears on your Social Security card.

Email Address *

Confirm Email

Phone Number *

Which tax year(s) do you need us to prepare? *

2026
2025
2024
2023
2022 or earlier

Is this tax return for you or someone in your household? *

Me / my household
Someone outside my household
Business return only

We'll ask a few quick follow-up questions based on your answer.

Which best describes the return for your household? *

Just me — no dependents
Me with dependent(s)
Me and my spouse — no dependents
Me and my spouse with dependent(s)
A child / dependent who needs their own separate return
A parent in my household who needs their own separate return

Choose the option that best fits. We'll only ask for spouse or dependent details when needed.

Who are you submitting this return for? *

My child / dependent who lives outside my household
My parent
Another family member
Another person

This person will be treated as the taxpayer for this return.

Does anyone else in your household also need their own separate tax return prepared? *

For example, a child/dependent with their own income or another household member who files separately.

Save and Resume Later

Since the last return Tax Pros prepared for you, what has changed?

Address
Phone or email
Marital status
Spouse information
Dependents
Occupation
Bank information
Business ownership/activity
Nothing changed

Select everything that changed. If nothing changed, choose “Nothing changed” and we will use the basic information already on file.

Last 4 Digits of Social Security Number *

Recent returning clients: enter only the last 4 digits so Tax Pros can match your existing record.

Taxpayer Full Social Security Number *

Enter the taxpayer's full 9-digit Social Security Number.

Upload Social Security Card *

Drag & Drop Files, Choose Files to Upload You can upload up to 2 files.

Because Tax Pros has not prepared a recent return for you, please upload a clear copy of the taxpayer's Social Security card.

Taxpayer Date of Birth *

Required because Tax Pros has not prepared a recent return for you or we need to verify your client record.

Current Mailing Address *

Address Line 1

Address Line 2

City

State

Zip Code

Occupation

Upload ID / Social Security documents if new or updated

Drag & Drop Files, Choose Files to Upload You can upload up to 6 files.

New clients: upload requested identification. Returning clients: upload only if information changed or Tax Pros requested an updated copy.

Spouse information *

Continue with spouse information

Please continue with the spouse information below.

Spouse Full Name *

First

Last

Spouse Date of Birth *

Required to verify spouse information.

Spouse — Last 4 Digits of Social Security Number *

Recent returning clients: enter only the spouse's last 4 digits.

Spouse Full Social Security Number *

Enter your spouse's full 9-digit Social Security Number.

Upload Spouse Social Security Card *

Drag & Drop Files, Choose Files to Upload You can upload up to 2 files.

Please upload a clear copy of your spouse's Social Security card.

Spouse Occupation

Do you have any NEW dependents since the last return Tax Pros prepared for you? *

If all dependents are the same as last year's return, select No and you will not need to enter them again.

Dependent information *

Continue with dependent information

Please continue with the dependent information below.

Dependent Information *

For each dependent, provide full name, date of birth, relationship, SSN, and number of months lived with you.

Dependent documents / identification

Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.

Upload Social Security card, birth certificate, passport, or other requested documents when applicable.

Upload Social Security Card(s) for Dependent(s) *

Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.

For a new dependent, upload their Social Security card. For clients whose last Tax Pros return was 3+ years ago, never, or uncertain, upload cards for all dependents included on this return.

Save and Resume Later

What types of income did you receive? *

W-2 wages
1099-NEC / 1099-MISC
Self-employment / business
Social Security
Retirement / pension
Interest / dividends
Stocks / investments
Cryptocurrency / digital assets
Rental property
Unemployment
Other income

Upload all W-2s *

Drag & Drop Files, Choose Files to Upload You can upload up to 15 files.

Upload every W-2 you received for this tax year.

Upload 1099-NEC / 1099-MISC documents *

Drag & Drop Files, Choose Files to Upload You can upload up to 15 files.

Upload every 1099-NEC and/or 1099-MISC you received.

Upload self-employment / business income documents *

Drag & Drop Files, Choose Files to Upload You can upload up to 15 files.

Upload 1099s and other documents showing business income.

Upload Social Security statement *

Drag & Drop Files, Choose Files to Upload You can upload up to 15 files.

Upload your SSA-1099 or applicable Social Security tax statement.

Upload retirement / pension documents *

Drag & Drop Files, Choose Files to Upload You can upload up to 15 files.

Upload all 1099-R and other retirement or pension tax statements.

Upload interest / dividend documents *

Drag & Drop Files, Choose Files to Upload You can upload up to 15 files.

Upload all 1099-INT, 1099-DIV, or consolidated statements.

Upload brokerage / investment tax statement *

Drag & Drop Files, Choose Files to Upload You can upload up to 15 files.

Upload the complete consolidated brokerage statement, including 1099-B when applicable.

Upload cryptocurrency / digital asset tax documents *

Drag & Drop Files, Choose Files to Upload You can upload up to 15 files.

Upload the tax statement, 1099, transaction report, or gain/loss report from each platform.

Upload rental property tax documents *

Drag & Drop Files, Choose Files to Upload You can upload up to 15 files.

Upload applicable rental income statements and supporting tax documents.

Upload unemployment tax document *

Drag & Drop Files, Choose Files to Upload You can upload up to 15 files.

Upload Form 1099-G or the applicable unemployment tax statement.

Upload other income document(s) *

Drag & Drop Files, Choose Files to Upload You can upload up to 15 files.

Upload documents supporting the other income selected.

Save and Resume Later

Did you, your spouse, or anyone on this return have Marketplace health insurance through HealthCare.gov? *

Yes
No
Not sure

Do you have the Form 1095-A available now? *

Yes
No / still waiting

Upload Form 1095-A *

Drag & Drop Files, Choose Files to Upload You can upload up to 5 files.

Upload all 1095-A forms received for members included on this return.

Did you have any stocks, investments, or cryptocurrency activity during the tax year? *

Yes
No
Not sure

This includes stocks, ETFs, mutual funds, options, brokerage accounts, or cryptocurrency/digital assets.

Do you have a brokerage / investment tax statement to upload? *

Yes
No / still waiting

If you used a brokerage account, upload the complete consolidated tax statement when available.

Upload brokerage tax statement(s) *

Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.

Upload the complete consolidated tax statement when available, including 1099-B/1099-DIV/1099-INT information.

Do you also have cryptocurrency / digital asset tax documents to upload? *

Yes
No / still waiting

If you had crypto activity, upload the applicable 1099, tax statement, transaction report, or gain/loss report.

Upload crypto / digital asset tax documents *

Drag & Drop Files, Choose Files to Upload You can upload up to 15 files.

Upload statements, 1099s, transaction summaries, or gain/loss reports from each platform.

Did you own a home or pay mortgage interest during the tax year? *

Would you like Daryl to review whether refinancing your mortgage may be worth considering? *

Yes — I'd like more information
Maybe — have someone contact me
No, not at this time

If you're interested, Tax Pros can follow up separately to discuss your current mortgage and a refinance review.

Do you have your Form 1098 Mortgage Interest Statement available? *

Yes
No / still waiting

Upload Form 1098 Mortgage Interest Statement *

Drag & Drop Files, Choose Files to Upload You can upload up to 6 files.

Did any of these happen with your home during the tax year?

Purchased a home
Sold a home
Refinanced
None of these

Upload closing / settlement documents if you bought, sold, or refinanced

Drag & Drop Files, Choose Files to Upload You can upload up to 8 files.

Did you use an IRS Identity Protection PIN (IP PIN) last year? *

Yes
No
Not sure

Do you have your current 6-digit IRS IP PIN? *

Yes
No / need to retrieve it

The IRS issues a new IP PIN each calendar year.

Current 6-digit IRS IP PIN *

Enter the current IP PIN, not last year's number.

Did you purchase or finance a vehicle during the tax year? *

Is there currently a loan on the vehicle? *

Do you have your most recent auto loan statement available? *

Yes
No / still waiting

Upload your most recent auto loan statement *

Drag & Drop Files, Choose Files to Upload You can upload up to 5 files.

Please upload the latest statement showing the lender and loan information.

Did the lender provide a year-end tax document or annual interest statement? *

Yes
No
Not sure

Upload lender tax document / annual interest statement *

Drag & Drop Files, Choose Files to Upload You can upload up to 5 files.

Was this vehicle used for business? *

Yes
Partially
No

Save and Resume Later

Did any of these apply during the tax year? *

Changed jobs
Got married
Separated or divorced
Had or adopted a child
A dependent started filing their own return
Moved to another state
Started receiving Social Security
College / education expenses
Paid childcare expenses
Major medical expenses
Received an IRS or state notice
None of these

Which deductions or credits may apply to you? *

Student loan interest
Educator expenses
Self-employed health insurance
Retirement contributions
Medical expenses
State/local taxes
Mortgage interest
Charitable donations
Childcare expenses
Home energy improvements
Not sure
None

Upload supporting documents for deductions / life changes

Drag & Drop Files, Choose Files to Upload You can upload up to 15 files.

Examples: childcare statements, 1098-T, student loan interest, charitable receipts, IRS/state notices, or other supporting records.

Did you have self-employment or business activity during the tax year? *

How would you like to handle your business Annual Report? *

I would like Tax Pros to handle it
I will file it myself
It has already been filed
I'm not sure if I need one

Tax Pros can prepare and file your business Annual Report. Tax Pros service fee: $300. Government filing fees, if applicable, are separate.

How will you provide your business income and expenses to Tax Pros? *

Tax Pros already does my bookkeeping
I have my own Profit & Loss (P&L) statement
I will complete the Tax Pros Business Expense Worksheet
I'm not sure / I need help

Every business return needs complete income and expense information. Choose the option that best describes how you will provide it.

Upload your Profit & Loss (P&L) statement *

Drag & Drop Files, Choose Files to Upload You can upload up to 5 files.

Upload the P&L for the tax year. This is required if you are providing your own business financial statement.

Have you completed the Tax Pros Business Expense Worksheet? *

Yes — completed
Not yet — open the worksheet below

Complete your Tax Pros Business Expense Worksheet. It will open in a new tab so you can return here when finished.

Did anything change with your business during the tax year?

Started a new business
Closed a business
Changed business name or address
Added an owner or partner
Purchased major equipment or a vehicle
Hired employees or contractors
No major changes

Select everything that applies.

Have you thought about starting a business or turning a side hustle, skill, or idea into a business? *

Yes — I'm ready to get started
Maybe — I'd like to learn about the benefits
I already have a side hustle but haven't registered a business
No, not right now

Tax Pros can help with business registration and getting your business properly set up, so you don't have to figure out the process on your own.

Business Name

Business Type

Sole Proprietorship
LLC
Partnership
S Corporation
Corporation
Not sure

Upload business tax documents

Drag & Drop Files, Choose Files to Upload You can upload up to 15 files.

Upload applicable 1099s, business tax documents, statements, or other records. Business expenses can be submitted separately using the Business Expense Worksheet.

Save and Resume Later

Who is the additional separate return for? *

Child / dependent
Parent
Spouse filing separately
Other family member
Other person

Additional Taxpayer Full Name *

First

Last

Has this person filed with Tax Pros before? *

Yes
No
Not sure

Tax year(s) needed for this additional person *

2026
2025
2024
2023
Earlier year

Upload this person's W-2s, 1099s and other tax documents

Drag & Drop Files, Choose Files to Upload You can upload up to 15 files.

Keep this person's documents separate from the primary taxpayer's documents.

Which special documents apply to this additional person?

Marketplace / 1095-A
Stocks / brokerage 1099
Crypto / digital assets
Mortgage / 1098
IRS IP PIN
Auto loan documents
Business / self-employment
None / not sure

Upload this person's additional tax documents

Drag & Drop Files, Choose Files to Upload You can upload up to 15 files.

Examples: 1095-A, brokerage statement, crypto report, 1098, auto-loan documents, or other applicable records.

Additional taxpayer current IRS IP PIN, if applicable

Enter the current 6-digit PIN only if this person has one.

Are you submitting a second additional person who needs a separate return? *

Second additional return is for: *

Child / dependent
Parent
Spouse filing separately
Other family member
Other person

Second Additional Taxpayer Full Name *

First

Last

Upload the second additional taxpayer's tax documents

Drag & Drop Files, Choose Files to Upload You can upload up to 15 files.

Keep these documents separate from the primary taxpayer and first additional taxpayer.

Second additional taxpayer notes / special documents

Tell us if this person has a 1095-A, brokerage/crypto documents, 1098, IP PIN, auto loan, business activity, or anything else we should know.

Save and Resume Later

If you receive a refund, do you want direct deposit? *

Bank Name *

Account Type *

Checking
Savings

Account Number *

Routing Number *

New clients: Upload a copy of your most recent tax return

Drag & Drop Files, Choose Files to Upload You can upload up to 5 files.

Upload any other tax-related documents

Drag & Drop Files, Choose Files to Upload You can upload up to 15 files.

Use this area for anything not covered above.

Do you have all of your tax documents available today? *

Yes
No, I am still waiting on something

What documents are you still waiting for? *

Tell us what is missing so our team knows what still needs to be collected.

Save and Resume Later

Anything else Tax Pros should know?

Client Certification *

I certify that the information I provided is true and complete to the best of my knowledge.

Taxpayer Signature *

Clear Signature

Spouse Signature

Clear Signature

Save and Resume Later

Heads up! Saving your progress now will store a copy of your entry on this server and the site owner may have access to it. For security reasons, sensitive information such as credit cards and mailing addresses, along with file uploads will have to be re-entered when you resume.

Go Back

Your Tax Pros intake has been saved. Enter your email address to receive your private resume link. File uploads and certain sensitive fields may need to be entered again when you resume.

Copy Link

Email *