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You Must complete the Information Intake Form each tax year.

Do not submit any tax documents until all required tax forms are complete and ready to download.

Enter Your Information

Select Tax Year
Birthday
Month
Day
Year

Driver's license or State Issued ID

Filing Status
Single
Head of Household
Married Filing Jointly
Married Filing Separate
Multi-line address
How did you hear about us?

________________________________

Spouse Information

Spouse Birthday
Month
Day
Year

______________________________

Upload Requested Documents

*If you send pictures of documents, please make sure the pics are clear and only capturing the document from corner to corner with nothing showing in the background.

Download Scanner App click here: https://play.google.com/store/apps/details?id=com.adobe.scan.android

(Make sure downloading is complete before submitting.)

Driver License/Social Security Card

____________________________

Enter Dependent(s) Information

Did you have dependent(s) live in your home for at least 7 to 12 months of the tax year? (include newborn)
Yes
No
Select Number of Dependents
Dependent Relationship to You
Disabled or College Student
Dependent Relationship to You
Disabled or College Student
Dependent Relationship to You
Disabled or College Student
Dependent Relationship to You
Disabled or College Student

*Please provide proof with Document Upload

*Please provide proof with Document Upload

(Make sure downloading is complete before submitting.)

____________________________

If you do not owe taxes. How do you want to receive your tax refund?
Direct Deposit
Check
Cash Card
Did you/spouse or any dependents on your return purchase health insurance through the "Marketplace" if so, (Form 1095-A) is required. Provide with document uploads.
Do you want more information on TradeLines (help to improve credit score)

*By signing below, I consent all information entered is true and accurate to the best of my knowledge.

Drawing mode selected. Drawing requires a mouse or touchpad. For keyboard accessibility, select Type or Upload.
Drawing mode selected. Drawing requires a mouse or touchpad. For keyboard accessibility, select Type or Upload.
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