2025-2026 Intake Form

This information is required to ensure your tax return is prepared accurately and in compliance with IRS guidelines.

Please take your time and review your answers carefully before submitting. Missing documents or incorrect information will delay processing and may require we return the intake to you for corrections.

Estimated Time to Complete

This intake typically takes 15–25 minutes depending upon complexity of the return.

Before You Start

To avoid delays, please follow these rules:

Complete the intake in its entirety and click SUBMIT when finished.
Upload all documents at the end of the form.
Do not submit this form until you have all required documents available.

Incomplete submissions will not move forward until we receive current and valid documentation.

Dependent Documentation (If Claiming Children)

If you are claiming dependents, you must upload:

Social Security cards
Birth certificates
Proof the child lived with you (examples below)

Acceptable proof of residency includes:
School records, medical records, doctor bills, Medicaid statements, social services records, or any official document showing the child’s name and your current address.

Important Reminders

Please read everything carefully before submitting.
Submitting without proper documentation will cause delays.
Ensure documents are clear, valid, current, and match the information entered.
If proof of housing is required (lease/letters), the documents must reflect the correct names and address. If applicable, the lease should include the dependent’s name.

If directions are not followed, your intake will not be processed until it is complete.

Today's Date *

How did you hear about us? *

Name Of The Person Who Referred You *

Which Tax Years Are You Filing? *

2025

2024

2023

2022

Type Of Client Intake *

What is your marital status as of December 31st?*

First Name *

Last Name *

Social Security # *

Date of Birth *

Job Title *

Address *

Street Address *

City *

State *

Postal Code *

Please Upload A Document Showing Physical Address (Can include utility bill, lease, rent, cable, etc.)

Phone *

Email *

Upload FRONT & BACK of Driver's License/State ID

Please upload a Selfie to Validate your Government Issued ID. (In order for your selfie to be considered validated, you MUST have your ID in hand when submitting your selfie.) *

Do You Have An Ip Pin? *

Yes

IP PIN #:

Are you filing with a spouse? *

Yes

Spouse Name, Date of Birth, Social Security Number & IP Pin (if issued) *

Spouse Driver's License/State ID *

Number Of Dependents *

Dependent 1 Name, Relationship, Date of Birth, Social Security Number & IP Pin (if issued) *

Dependent 2 Name, Relationship, Date of Birth, Social Security Number & IP Pin (if issued) *

Dependent 3 Name, Relationship, Date of Birth, Social Security Number & IP Pin (if issued) *

Dependent 4 Name, Relationship, Date of Birth, Social Security Number & IP Pin (if issued) *

Dependent 5 Name, Relationship, Date of Birth, Social Security Number & IP Pin (if issued) *

Please upload a document to support the statements above. *

Please upload a document to support the credits.

Do you have W2's? *

Yes

Upload Your W2 or 1099 Form *

Upload Your W2 or 1099

Are you self-employed? (Also includes side gigs, Uber, Doordash) *

Yes

Which best describes your business situation? *

I owned & operated my own business (LLC, C-Corp, S-Corp, Sole Proprieter)

I have self-employment/1099 income (Door dash,Uber, Side hustles, etc)

Do you have a LLC? *

Yes

What's the name of the business? *

Do you have an EIN Number? *

Yes

EIN Number

How much money did you make from self-employment? *

How did you collect payments for the services you provided? *

How many years have you been in business? *

Upload all Business Documents that you may have (more may be requested to validate business income/expenses)

Upload all Business Documents (more may be requested to validate business income/expenses)

Do you owe the IRS, Child Support or in default with student loans? *

How much do you owe? *

Do you have gambling winnings for the year? *

Yes

How much did you win? *

What was your gambling loss for the year? *

Upload W2-G

Who did you make charitable contributions to? *

How much did you contribute? *

Did you withdraw from your 401K during the year ? *

How much did you withdraw from 401K? *

Was your health insurance through a current employer, or state program?? *

Employer

State

No insurance

Did you get your health insurance from the government that offers you health plans for cheaper prices. (If you did, then the government will send you a 1095 A form and you WILL NEED to provide us with a copy of your 1095 A) *

Yes, I Did

No, I Did Not

Do you have a 1095A Form? *

Yes

Upload 1095-A Insurance Form *

What was the Name of the person who attended college? *

How many tax years has this person claimed AOTC? (Tax College Credits) *

Form 1098-T (School Credit) *Stand directly over the item on a flat surface and zoom in for a clear shot.

Have you ever been disallowed for EITC/AOTC/CTC/ACTC? *

All other tax forms or documents you received for the year

Any other tax forms you received for the year

Refund Selection

Would you like to apply for a refund advance? (Jan 1-March 1, 2026) *

Yes

Which refund advance option would you like to apply for? *

Up to $1,000 fee free

Up to $7,500, fee is based on the amount you are approved for

Are you interested in Audit Protection? (Mandatory For ALL Schedule C'S) *

Yes

Are you interested in becoming a Tax Preparer? *

Yes

Are you interested in Credit Restoration? *

Yes

Bank Account Information for Direct Deposit & ACH Debit *

Routing Number
Account Number
Bank Name

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