📋 Client Tax Intake Form

Complete your comprehensive tax information

Refund Advance & Fee Options

Choose how you'd like to handle your tax preparation fees

💰 I'm interested in Refund Advance or Fee Deduction from my Refund

Available Options:
• Fees from Refund: Have your tax preparation fees automatically deducted from your tax refund
• Refund Advance Loan: Get your refund money faster with an advance loan option

What This Means:

You won't need to pay upfront for tax preparation services
Fees will be deducted directly from your tax refund when it's issued
OR you can apply for a refund advance loan to get your money sooner
We'll discuss all available options during your tax preparation appointment

⚠️ IMPORTANT: Driver's License Required

To process a Refund Advance or Bank Product, we need a copy of the following:

Taxpayer's Driver's License (front and back)
Spouse's Driver's License (front and back) - if filing jointly

Please upload your Driver's License(s) to our secure portal:

Upload Driver's License Now

Payment Status

Let us know if you've already paid for your tax preparation services

Yes, I've Paid

I have already made a payment for tax services

No, Not Yet

I need to make a payment

Payment Information

Amount Paid *

Payment Date

Payment Method

Payment Required: New clients must complete payment before submitting the tax intake form. Please select your tax service and complete payment below.

Select Your Tax Service

Selected Service Price

$0.00

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Secure payment processing by PayPal

After completing payment, return here and select "Yes, I've Paid" above

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Comprehensive Tax Information Form

Payment Required Before Submission

You must complete payment before you can submit this form. Please scroll up to the Payment Status section and complete your payment.

🏦 BANK PRODUCT / REFUND ADVANCE REQUESTED Selected

Please fix the following errors:

IRS Identity Protection PIN

What is this? The IRS issues a 6-digit Identity Protection PIN (IP PIN) to taxpayers who have been victims of identity theft or who opt-in to the program for extra security. If you received one, we need it to file your return.

Did you receive an Identity Protection PIN from the IRS?

Taxpayer's IP PIN * Enter the 6-digit PIN from your IRS letter

Spouse's IP PIN If your spouse also received an IP PIN

Life Changes & Additional Information

Important: Please let us know about any significant life changes this year. This helps us ensure we capture all relevant tax benefits.

Did you have any major life changes this year?

Got married

Got divorced

Had a baby

Death in family

Bought a home

Sold a home

Changed jobs

Retired

Any additional information or questions for your tax preparer?

Overtime Income

Did you receive any overtime income this year?

Note: Please enter the total overtime income you received during the tax year.

Total Overtime Income Amount *

Personal Information

First Name *

Middle Name

Last Name *

Date of Birth *

Social Security Number *

Email Address *

Phone Number *

Occupation/Job Title

Address Information

Street Address *

Apartment, Suite, Unit (if applicable)

City *

State *

ZIP Code *

Did you move during the tax year?

Previous Address

Previous Street Address

City

State

ZIP

Filing Status & Family Information

Filing Status *

Spouse Information

Spouse First Name

Spouse Middle Name

Spouse Last Name

Spouse Date of Birth

Spouse SSN

Spouse Occupation

Number of Dependents

Dependent Details

Childcare & Daycare Expenses

Childcare Information: You can enter childcare/daycare expenses for each dependent individually in their section above.

Child & Dependent Care Credit: You may be eligible for a tax credit for childcare expenses paid while you worked or looked for work.

Income Information

Select all that apply: Check all sources of income you received during the tax year.

W-2 Wages (Employee income)

1099-NEC (Non-employee compensation / Freelance)

1099-MISC (Miscellaneous income)

1099-K (Payment card/Third-party network)

1099-INT (Interest income)

1099-DIV (Dividend income)

1099-B (Stock/Bond sales)

1099-R (Retirement/Pension distributions)

SSA-1099 (Social Security benefits)

Schedule K-1 (Partnership/S-Corp/Trust income)

Cryptocurrency transactions

Rental Property Income (Schedule E)

Unemployment Income

Did you receive any unemployment income this year?

Form 1099-G Required

Please upload your Form 1099-G (Unemployment Compensation) to our secure portal.

Upload Form 1099-G Now

Total Unemployment Compensation Received Enter the amount from Box 1 of your 1099-G

Federal Tax Withheld (if any) Enter the amount from Box 4 of your 1099-G

Business & Self-Employment Income

Do you have self-employment or business income (Schedule C)?

Reminder: Please upload your 1099-NEC, 1099-K forms and business expense spreadsheet to our secure portal.

Upload Business Documents

Business Name *

Type of Business *

Business EIN (if applicable) *

Actual Annual Revenue *

Do you use your home for business (Home Office)?

Home Office Expense Details

Tip: Enter 0 for any expense that doesn't apply to you.

Rent *

Utilities *

Mortgage Interest *

Real Estate Taxes *

Repairs & Maintenance *

Insurance *

Total Square Footage of Home *

Square Footage Used for Business *

Do you use a vehicle for business?

Vehicle Mileage Details

Tip: Enter whole numbers only (no commas or letters).

When did you start driving this vehicle for business? *

New Business Vehicle: Since you started using this vehicle for business in the current tax year, please provide details.

Vehicle Year *

Make *

Model *

Purchase Price *

Business Miles Driven *

Personal Miles Driven *

Total Miles Driven

Total miles will calculate automatically

Rental Property Income

Do you have rental property income (Schedule E)?

Download Rental Expenses Spreadsheet

Use our spreadsheet to organize your rental property expenses.

Download Rental Spreadsheet

Number of Rental Properties

Is this a new rental property (purchased this tax year)?

Date Property Was Purchased

Purchase Amount

Property Address(es)

Total Rental Income Received

Deductions & Expenses

Mortgage Interest (Form 1098)

Total Mortgage Interest from Form 1098

Lender Name

Property Taxes

Charitable Contributions

Total Cash Contributions

Charitable Mileage (miles driven for charity)

Non-Cash Contributions (clothing, household items, etc.)

Medical/Dental Expenses

Medical Expenses

Dental Expenses

Out-of-Pocket Medical

Student Loan Interest (Form 1098-E)

Total Student Loan Interest Paid

Educator Expenses (K-12 Teachers Only)

Educator Expense Deduction: K-12 teachers can deduct up to $300 for unreimbursed classroom supplies.

Total Educator Expenses Paid

HSA/Health Savings Account Contributions

HSA Contribution Amount (Your Contributions)

Employer HSA Contributions (if any)

HSA Coverage Type

IRA/Retirement Contributions

Traditional IRA Contributions

Roth IRA Contributions

SEP IRA Contributions (Self-Employed)

SIMPLE IRA Contributions

401(k) / 403(b) Contributions (usually on W-2)

Education Expenses

Did you or your dependents attend college/trade school?

Important: Please upload your Form 1098-T to our secure portal.

Upload 1098-T Form

Student Name

School Name

School EIN (from 1098-T)

School Address

Tuition Paid (Form 1098-T)

Scholarships/Grants Received

Healthcare Information

Did you and your family have health insurance coverage all year?

Did you purchase health insurance through the Marketplace (Healthcare.gov)?

Did you receive Form 1095-A?

Important: Please upload your Form 1095-A to our secure portal.

Upload 1095-A Form

Tax Payments & Estimated Payments

Did you make any estimated tax payments to the IRS or State during the tax year?

Estimated Tax Payments: Enter the amounts and dates for each quarterly payment you made.

Federal Estimated Tax Payments

Q1 Amount

Q1 Date

Q2 Amount

Q2 Date

Q3 Amount

Q3 Date

Q4 Amount

Q4 Date

State Estimated Tax Payments

State Q1 Amount

State Q1 Date

State Q2 Amount

State Q2 Date

State Q3 Amount

State Q3 Date

State Q4 Amount

State Q4 Date

Prior Year Information

Did you file a tax return last year?

Who prepared your last tax return?

Important: Since you did not file with us last year, we need a copy of your prior year tax return for our records.

Upload Prior Year Tax Return

Did you owe taxes or receive a refund last year?

Banking Information (For Direct Deposit/Payment)

Optional: Provide your bank account information for direct deposit of your refund or direct payment if you owe taxes.

Routing Number

Account Number

Account Type

Form Submitted Successfully!

Thank you for completing your tax intake form. We'll review your information and contact you soon.

Need to Schedule an Appointment?

Book your tax preparation appointment at a time that works for you.

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What Happens Next?

Our team will review your tax information
We'll contact you to discuss your tax situation

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Don't Forget to Upload Your Documents!

To complete your tax preparation, please upload your tax documents to our secure portal.

Documents to Upload:

W-2s from all employers
1099 forms (1099-NEC, 1099-K, 1099-INT, etc.)
Prior year tax return (if new client)
Receipts for deductions
Any other relevant tax documents

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