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6 STEPS TO COMPLETE YOUR VIRTUAL
TAX PREPARATION
Start Your Secure Tax Intake Process
Complete your taxpayer intake form securely online so our team can review your information and begin preparing your personalized tax solution.
First Name
Last Name
Phone
*
Email
*
Date of birth
Are You Filing As?
Select an option
Tax Year Needing Assistance
Select an option
Are You Self-Employed?
Select an option
Did You Receive Any Of These?
W-2
1099-NEC
1099-MISC
1099-K
Social Security Benefits
Retirement Income
Unemployment Benefits
Other
Do You Have Dependents?
Select an option
Are You Requesting An ITIN?
Select an option
Have You Filed Taxes Before?
Select an option
Briefly Describe Your Tax Situation
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