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Client Information

Full Legal Name *

Date of Birth *

SSN/ITIN *

Phone *

Email *

Preferred Contact Method *

Spouse Information (If Applicable)

Full Legal Name

Date of Birth

SSN/ITIN

Phone

Preferred Contact Method

Home Address *

Address Line 1

City

State

Zip Code

Filing Status *

Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er)

Spouse Full Name *

Spouse SSN / ITIN *

Spouse Date of Birth

Identification & Verification

Please upload clear copies: *

Driver’s License / State ID (client)
Driver’s License / State ID (spouse if filing jointly)
Social Security Card(s) for all individuals listed on the return
Birth Certificate(s) for dependents

File Upload *

Drag & Drop Files, Choose Files to Upload You can upload up to 4 files.

Dependent Information

Do you have any dependent *

e.g: Child

Full Name

SSN / ITIN

Date of Birth

Relationship to Taxpayer

Months Lived in Home

Upload Dependent Documents Here

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

Uploaded Proof of Residency

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

(School records, medical records, lease, etc.)

Income Information

Upload all applicable forms: *

W‑2 Forms
1099‑NEC (Contractor Income)
1099‑MISC
1099‑K (Payments from Cash App, PayPal, etc.)
1099‑INT (Bank Interest)
1099‑DIV (Dividends)
1099‑B (Stock Sales) + Full Year Brokerage Statement Required
1099‑SSA (Social Security)
1099‑R (Retirement)
1099‑G (Unemployment)
Self‑employment income summary
Rental income statements
Cryptocurrency statements
K‑1 Forms (Partnerships, S‑Corps, Trusts)

Upload Forms *

Drag & Drop Files, Choose Files to Upload You can upload up to 14 files.

Self‑Employment / Business Owners

Do You have any Business *

Want to add spouse business? *

Business Name:

EIN:

Business Address:

Address Line 1

City

State

Zip Code

Type of Business:

Accounting Method:

Cash
Accrual

Gross Income:

Expenses Breakdown:

Advertising
Supplies
Office expenses
Internet/Phone
Car mileage or actual expenses
Rent
Utilities
Travel / Meals
Contractors (include 1099s issued)

(Upload receipts or spreadsheets)

Upload Books/Spreadsheets/Receipts:

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

Business Name:

EIN:

Business Address:

Address Line 1

City

State

Zip Code

Type of Business:

Accounting Method:

Cash
Accrual

Gross Income:

Expenses Breakdown:

Advertising
Supplies
Office expenses
Internet/Phone
Car mileage or actual expenses
Rent
Utilities
Travel / Meals
Contractors (include 1099s issued)

(Upload receipts or spreadsheets)

Upload Books/Spreadsheets/Receipts:

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

Homeownership & Residency Credits

Upload if applicable:

1098 Mortgage Interest
Property Tax Statements
Closing Documents (new homebuyers)
Rent Receipts / Lease Agreement (for credits in eligible states)

Upload

Drag & Drop Files, Choose Files to Upload You can upload up to 4 files.

Education Information

Upload:

1098‑T (Tuition)
Student Loan Interest Form (1098‑E)
Education expenses/receipts

Upload

Drag & Drop Files, Choose Files to Upload You can upload up to 3 files.

Health Coverage

Upload: *

Form 1095‑A (Marketplace Insurance – REQUIRED)
Form 1095‑B
Form 1095‑C

Upload *

Drag & Drop Files, Choose Files to Upload

Deductions & Credits Checklist

Check all that apply and upload supporting documents: *

Childcare expenses (Name, EIN, amount paid)
Charitable donations (receipts required)
Medical expenses
Retirement contributions
IRA contributions
HSA contributions
Energy‑efficient home credit receipts
Adoption expenses
Alimony paid/received (post‑2019 rules apply)

Upload *

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

Additional Situations

Check and upload documents: *

Bankruptcy
Identity theft issues / IRS PIN
Prior‑year tax return(s)
IRS letters or notices received this year
Foreign bank accounts (FBAR/FATCA)

Upload *

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

Bank Information for Refunds

you Full Relevent

Bank Name: *

Routing Number: *

Account Number: *

Type: *

Checking
Savings

Taxpayer Questionnaire

Did your marital status change this year? *

Did you move states? *

Did you buy/sell a home? *

Do you trade stocks/crypto? *

Did you receive state refunds? *

Any side income not reported on tax forms? *

Do you have dependents who lived with you all year? *

Do you want to contribute to the Presidential Election Fund? *

Should we discuss tax planning for next year? *

Upload Relevent Documents

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

Authorization & Signature

I confirm *

I confirm all information is true and complete to the best of my knowledge.

Client Signature *

Clear Signature

Date: *

Spouse Signature (if applicable)

Clear Signature

Date:

Start Your Tax Return

Tax Preparation Client Intake

Client Information

Spouse Information (If Applicable)

Identification & Verification

Dependent Information

Income Information

Self‑Employment / Business Owners

Homeownership & Residency Credits

Education Information

Health Coverage

Deductions & Credits Checklist

Additional Situations

Bank Information for Refunds

Taxpayer Questionnaire

Authorization & Signature