Tax Intake Form Link
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If you need to file taxes for multiple tax years, please complete an intake form for each tax year.  We will not accept multiple years of tax data on one intake form. 

Thank you for taking the time to complete our tax intake form.

For our new clients, this information is critical to ensure an accurate filing of your tax returns. For our existing clients, while we may have some of this information from past engagements, we kindly request you provide it again so we can make sure our records are 100% accurate and up to date.

***YOU MUST HIT SUBMIT AND GET THE COMPLETED MESSAGE OR THE FORM WILL NOT GO THROUGH!!

Dependent Information

PLEASE NOTE:

The Earned Income Credit (EIC) increases with the first 3 Children you claim. The maximum number of dependents you can claim for Earned Income Purposes is Three.

You MUST also meet other requirements related to your Adjusted Gross Income (AGI) to qualify for EIC. If you are MARRIED and FILING SEPARATE you CAN'T claim the credit.



Please be sure to complete all business related information if you answer yes to this question. 

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PLEASE NOTE: You can upload multiple documents 

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Required Questions To Claim Tax Credits

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Let us know if you're interested. 

Client Engagement Letter

Review & Sign- Client Engagement Letter

Consent To Use Of Tax Return Information

Review & Sign - Consent To Use Of Tax Return Information

Consent To File Tax Return Electronically

Review & Sign - Consent To File Tax Return Electronically

Are you representing a company? If yes, complete this field with your official Company Name. If you are not representing a company, then please enable the switch below labeled "I'm not representing a Company".

Submission Received - Check Your Email For Access To Your Client Portal & Next Steps !

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