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Personal Tax Intake Form

This tax organizer is a simple form that is easy to fill out and will provide us with the necessary information to prepare your taxes. If you have questions or need assistance, please don’t hesitate to contact our team.

NOTE: Our online forms are not compatible with Internet Explorer; to submit your form online, please use popular browsers like Chrome, Safari, or Firefox. If you’d prefer to print this form or download our fillable PDF, click here. 

"*" indicates required fields

Primary Taxpayer Information

Filing Status
Full Name
Primary Address
Email
Date of Birth*

Spouse Information

If you selected Married Filing Jointly, READ THIS
- Filed last year as Single, Head of Household, or Qualifying Widow(er)
- Filed last year as Married Filing Jointly with a different spouse
- Filed last year as Married Filing Separately with the same or different spouse
Spouse Full Name
Spouse Address
Spouse Primary Address
Spouse Date of Birth

Dependent Status and Claims

Are you a dependent of another?
Dependents
Please complete the following as applicable. To add multiple dependents, click the "+" icon to add a new row.
Dependent Name
SSN
Date of Birth
Relationship
Months in Home
 

Other Income & Credits

In the past 12 months, please mark "Yes" for any of these that are true:
Did you receive, sell, send, exchange, or acquire any financial interest in any virtual currency?
Did the taxpayer have a financial interest in or signature authority over a financial account (such as a bank account, securities accounts, or brokerage account) located in a foreign country?
Did you have childcare costs for the year?
Have you collected social security/retirement income? Or made any early withdrawals?
Did you collect unemployment?
Have you paid student loan interest?
Do you have health insurance through the marketplace?

Bank Information

If you receive a refund, would you want it directly deposited into your bank account?
Account Type

e-Sign & Submit

Under penalty of perjury, I agree that the above information is true to the best of my knowledge and is for the sole use of my tax return preparation
Enter full name as it appears on your social security card
Today's Date
Enter full name as it appears on your social security card
Today's Date
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