Get Started Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Name *FirstLast us? during of Email *Phone Number *Filing Status *— Select Choice —SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Surviving SpouseWill you be claiming any dependents? *YesNoDependent Name(s) and Date(s) of Birth (if applicable)Example: Emma Smith – 04/18/2018How did you hear about us? *— Select Choice —GoogleReferralSocial MediaReturning ClientOtherSelect all documents you currently have: *W2Self-Employment / Business Income (Schedule C)1095-A (Marketplace Health Insurance)1098-T (Education)1099-R (Retirement)SSA-1099 (Social Security)1099-NEC1099-MISC1099-INT (Interest)1099-DIV (Dividends)1098 Mortgage InterestSold Stocks or CryptocurrencyRental PropertySchedule K-1Partnership (1065)S Corporation (1120-S)C Corporation (1120)Charitable Contributions/DonationsOtherDid any of the following apply during the tax year? (Check all that apply.)Bought a HomeSold a HomeSold a Rental PropertyPurchased or Sold a VehicleSold Other AssetsConsent *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.Submit