TAX INTAKE FORM

First Name *

Last Name *

Phone *

Email *

Preferred Method of Contact

Filing As *

Tax Year *

Social Security Number (SSN) or EIN *

Date of birth *

Organization (Select all that apply) *

Are you a new or returning client?

Have you filed your previous year tax return? *

Yes

Any major life changes this year?

Upload tax-related documents (W-2s, 1099s, receipts, prior returns, etc.)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 10 Files )

I confirm the information provided is accurate to the best of my knowledge