Tax Pro Intake Form

Tax Pro's Main Intake Form

- Step 1 of 43

Name *

First

Last

As It appears on you Social Security Card

Email *

Confirm Email

Are you a Returning client *

Date of Birth *

Phone *

Social Security Number *

Last 4 of Social Security Number *

Please upload Social Security card and Driver License *

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

Please upload Driver License, Passport or State ID *

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

Is your address the same as last year? *

Address *

Address Line 1

Address Line 2

City

State

Zip Code

Is your Occupation the same as Last Year? *

What is your Occupation *

Do you have a W2 or 1099 *

Please upload W/2 or 1099 *

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

Please upload any finical documents

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

Do you have a spouse *

Is your Spouse same as Last year? *

Spouse Name *

First

Last

Spouse Date of Birth *

Spouse Email

Confirm Email

Spouse Social Security Number *

Please upload Social Security card and Driver License of your Spouse *

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

Last 4 of Spouse Social Security Number *

Please upload Social Security card and Driver License of your Spouse if you did not provide this last year

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

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

What is your Spouse's Occupation *

Please upload your Spouse's W2 or 1099(s)

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

Who is your Tax Preparer? *

Daryl
Will
Yves
Christian
New Client!

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

Please upload any and all digital assets statements

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

Did you file with us last year? *

What year are you filling for? *

2023
2022
2021
2020
2019

Do you have any Dependents? *

Are your Dependents the same as last year? *

Dependents Full Name *

First

Last

Date of Birth of Dependents *

Dependents Social Security *

Number of Months dependent lived with you? *

Upload all Documents for your Dependent (2 forms of ID) - Birth Certificate, Passport , SSN card ..

Click or drag files to this area to upload. You can upload up to 4 files.

Add Dependent #2

Add Dependent # 2

Dependents Full Name 2 *

First

Last

Date of Birth of Dependents 2 *

Dependents Social Security 2 *

Number of Months dependent lived with you? 2 *

Upload all Documents for your Dependent (2 forms of ID) - Birth Certificate, Passport , SSN card .. 2

Click or drag files to this area to upload. You can upload up to 4 files.

Add Dependent #3 *

Dependents Full Name 3 *

First

Last

Date of Birth of Dependents 3 *

Dependents Social Security 3 *

Number of Months dependent lived with you? 3 *

Upload all Documents for your Dependent (2 forms of ID) - Birth Certificate, Passport , SSN card .. 3

Click or drag files to this area to upload. You can upload up to 4 files.

Add Dependent #4 *

Dependents Full Name 4 *

First

Last

Date of Birth of Dependents 4 *

Dependents Social Security 4 *

Number of Months dependent lived with you? 4 *

Upload all Documents for your Dependent (2 forms of ID) - Birth Certificate, Passport , SSN card .. 4

Click or drag files to this area to upload. You can upload up to 4 files.

Add Dependent #5 *

Dependents Full Name 5 *

First

Last

Date of Birth of Dependents 5 *

Dependents Social Security 5 *

Number of Months dependent lived with you? 5 *

Upload all Documents for your Dependent (2 forms of ID) - Birth Certificate, Passport , SSN card .. 5

Click or drag files to this area to upload. You can upload up to 4 files.

What was your marital status on Dec 2023?

Single
Married
Divorced
Other

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

Pin *

(current year)

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

Provide Copy Of 1095 A Health form? (https://healthcare.gov) *

Click or drag files to this area to upload. You can upload up to 3 files.

Can Someone claim you as Dependent? *

What is their name and relation to you? *

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

Upload any Birth Certificates, Adoptions records or Deaths records *

Click or drag files to this area to upload. You can upload up to 6 files.

Did you incur expenses for daycare, activities, or other similar expenses during the previous tax year? *

Name of Child care Provider? *

Childcare provider Address?

Address Line 1

Address Line 2

City

State

Zip Code

Childcare cost? Please Provide Invoices/Receipts

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

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

Do you own a Home? *

Please provide Copy Mortgage Interest Statement - 1098-A *

Click or drag files to this area to upload. You can upload up to 4 files.

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

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? *

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

Business Name *

Tax ID *

Business Phone

Business Email

Confirm Email

Business Address *

Address Line 1

Address Line 2

City

State

Zip Code

Have you Filed With us Before *

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? *

What are the issues?

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

What Financial accounts do you have?

Do you have a Profit and Loss statement, expense sheet, or a breakdown of the financial numbers for your business during the previous tax year *

Does your business have employees or inventory? *

Tax ID documents or business documents *

Click or drag files to this area to upload. You can upload up to 25 files.

Upload your Bank Statements

Click or drag files to this area to upload. You can upload up to 50 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 10 files.

Please upload a copy of your last year tax return:

Click or drag files to this area to upload. You can upload up to 50 files.

Uploading your last year's tax return helps us work faster, accurately, and more effectively on your current return. It serves as a valuable reference, ensuring we maximize your deductions and credits. Your data will be handled securely, and it allows us to provide personalized advice.

Signature

Spouse Signature

After you Submit,

Please select a date and time for the office to call you to confirm your intake form and documents.

Then you will be able to make your final appointment to have your Taxes processed.