Tax Intake

Tax Intake Form

Complete this form to provide us with your tax information. This helps us prepare your return accurately and maximize your refund.

Client Information Form
Please fill out all required fields accurately
Why We Need This

This information helps us accurately prepare your tax return and identify all deductions and credits you qualify for.

  • Maximize your refund
  • Avoid IRS issues
  • Faster processing
Information Needed
  • Personal information (name, SSN, DOB)
  • Filing status (single, married, head of household)
  • Dependent information
  • Income sources
  • Deductions and credits
  • Bank account for direct deposit
Your Information Is Secure

All information is encrypted and stored securely. We follow IRS guidelines for protecting taxpayer data.

What Happens Next

1. We'll review your information within 24 hours

2. Austin will contact you with any questions

3. Upload your tax documents when ready