subject_line
Are you a new client?
*
Yes
No
Prior Year Filing Status:
*
Single
Married filing jointly
Married filing separately (MFS)
Head of household (HOH)
Qualifying surviving spouse (QSS)
First Time Filer
Full Name
*
DOB
*
SSN/ITN
*
Occupation
*
Are you assigned an Identity Protection PIN (IP PIN) ?
Letter CP01A will be required
*
YES
N/A
Spouse Full Name
DOB
SSN/ITN
Spouse Occupation
Street Address
*
Address Line 2
City
*
State
*
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Washington DC
Zip Code
*
Phone Number
*
Email Address
*
Routing Number:
Account Number:
DID YOU HAVE A CHILD IN 2023? (Birth Certificate & SSN will be REQUIRED)
*
Yes
No
Name (First,Last)
Relationship
DOB
SSN/ITIN
Months lived with you
Disabled?
Yes
No
Full time student?
Yes
No
Name (First,Last)
Relationship
DOB
SSN/ITIN
Months lived with you
Disabled?
Yes
No
Full time student?
Yes
No
Name (First,Last)
Relationship
DOB
SSN/ITIN
Months lived with you
Disabled?
Yes
No
Full time student?
Yes
No
Did you pay any child care expenses?
*
Yes
No
Notes: (Additional Dependents or Necessary Info)
In 2023 did you have a distribution of retirement benefits such as pensions and annuities? (1099-R may be required)
*
Yes
No
Health Insurance Marketplace Statements: Did you enroll with Covered California? (If you or anyone in your household enrolled in a health plan through the Health Insurance Marketplace, you’ll get Form 1095-A, Health Insurance Marketplace Statement.)
*
Yes
No
Did you receive unemployment compensation and/or paid family leave? (If yes 1099-G will be needed)
*
Yes
No
Were you a self-employed independent contractor in 2023? (All 1099's and Profit & Loss will be required)
*
Yes
No
Have you ever formed an LLC?
*
Yes
No
Did you pay any college education expenses? (If yes, 1098 Tuition Statement will be required)
*
Yes
No
Are you a homeowner? (If yes, 1098 Mortgage Interest Statement may be required)
*
Yes
No
Do you have rental properties? (If yes, Profit & Loss/1098 Mortgage Interest Statement may be required)
*
Yes
No
Are you current with your taxes?
*
Yes
No
Do you think you owe money to the federal government because of a delinquent debt? The Treasury Department can offset your federal payment or withhold the entire amount to satisfy the debt. You may call 800-304-3107 with questions about a delinquent debt.
*
Yes
No
At any time during 2023, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell, exchange, gift, or otherwise dispose of a digital asset (or a financial interest in a digital asset)?
*
Yes
No
If you sell stocks, bonds, derivatives or other securities through a broker, you can expect to receive one or more copies of Form 1099-B in January. This form is used to report gains or losses from such transactions in the preceding year. Did you have any activity in 2023?
*
Yes
No
Upload ID
*
Tax Forms
*
Tax Forms
Tax Forms
Tax Forms
Tax Forms
Tax Forms
Tax Forms
Tax Forms
Tax Forms
Tax Forms
Tax Forms
Appointment Type
*
In-Person
Virtual
Service payment options.
*
We always accept cash, credit card, and debit card.
Pay nothing out of pocket with Refund Transfer.
Refund Options
*
Check To House
Check To Office
Direct Deposit
Prepaid Card
To the best of my knowledge the information enclosed in this client tax intake is correct and includes all income, deductions, and other information necessary for the preparation of this years income tax returns for which i have adequate records.
*
clear