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Tax Preparation
How It Works
Get Started
Client Portal
Contact Us

Secure Online Intake

Begin Your Tax Preparation

Confidential transmission directly to your assigned tax specialist. Structured digital intake takes under ten minutes to complete.

Your Full Name*

Email Address*

Phone Number *

Filing Status*

Single

Married Filing Jointly

Married Filing Separately

Head of Household

Qualifying Surviving Spouse

Will you be claiming any dependents?*

Yes

Dependent Name(s) and Date(s) of Birth (if applicable)

How did you hear about us?

Google

Referral

Social Media

Returning Client

Other

Select all documents you currently have:*

Self-Employment / Business Income (Schedule C)

1095-A (Marketplace Health Insurance)

1098-T (Education)

1099-R (Retirement)

SSA-1099 (Social Security)

1099-NEC

1099-MISC

1099-INT (Interest)

1099-DIV (Dividends)

1098 Mortgage Interest

Sold Stocks or Cryptocurrency

Rental Property

Schedule K-1

Charitable Contributions/Donations

Other

Did any of the following apply during the tax year? (Check all that apply.)

Bought a Home

Sold a Home

Sold a Rental Property

Purchased or Sold a Vehicle

Sold Other Assets

Consent*

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

I understand that after submitting this form, I will be directed to the secure client portal to upload my tax documents. My tax preparation fee will be determined after my documents have been reviewed.

Your Information is Secure

Tax Preparation Intake

Please provide the necessary details for your tax preparation. All data is encrypted and handled with accuracy.

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