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THE TAX PROFESSIONALS
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Our Services
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Intake Form
INTAKE FORM
Thank You for Choosing US -
Don't forget to Choose your Preparer.
TAX INTAKE FORM
FAST | EASY | ACCURATE
Start your e-file online by completing the form below. Our professionals will begin your filing and contact you to complete the final steps!
need more info? email us:
[email protected]
DO YOU HAVE A PREFERRED TAX PROFESSIONAL? PLEASE TYPE YOUR PREFERRED TAX PROFESSIONAL NAME
*
WHAT'S YOUR Name?
*
First
Last
What Was Your Previous Filing Status? Please Use Dropdown Box to Choose Other Filing Statuses or Exemptions.
*
Option 1 Head of Household/HOH
Option 2 Single/S
Option 3 Married Filing Jointly (even if only 1 income)/MFJ
Option 4 Married Filing Separately /MFS
Option 5 Qualifying Widower with Dependent Child
*
Indicates required field
WHAT'S YOUR OCCUPATION (JOB) (BUSINESS)
*
Preferred method of contact
*
Phone
Email
Phone Number
*
Email
*
Address
*
Line 1
Line 2
City
State
Zip Code
Country
WHAT'S YOUR Date of Birth & SSN
*
Mother's Maiden Last Name
*
ENTER NAMES OF DEPENDENTS
*
First
Last
[object Object]
Names of Each Dependent
*
First
Last
[object Object]
Names of Each Dependent
*
First
Last
[object Object]
Names of Each Dependent
*
First
Last
[object Object]
Who takes them to the doctor? DO YOU HAVE AUTHORIZATION TO FILE THE DEPENDENTS LISTED ABOVE? MUST ANSWER?
*
Who registered the school record? Must Answer?
*
Can you be claimed as a dependent by someone else?
*
Yes
No
If yes whom? Enter Name in Box Below
Name
*
First
Last
Income Wages, Business Revenue
*
Employer(W-2)
1099-Misc/1099-NEC
Self-Employment (Hobbies,SideJobs,Etc.)
Interest Statement (1099-Int)
Social Security/Retirement(SSA Statement)
Dividends (1099-Div)
Rental Property
Stock or Mutual Fund Sale(109-B)
Unemployment/1099-G Statement
Other income not listed
Robinhood,BitCoin,Stocks
Expenses
*
Self Employment
Unreimburded by your employer
Education
Rental Property
Medical/Dental Care
Union Dues
Moving Costs
Credit & Deductions
*
Donate cash or goods to charity?
Pay student loan interest-1098E Statement?
Pay child/dependent care expense?
Have a mortgage payment (1098)?
Make an IRA contribution?
Pay property taxes?
Make a major taxable purchase?
Attended Post Secondary Education Institution/School Tuition Statement/1098T
Health Insurance
*
Marketplace/1095A (very important if had)
Employer Insurance/1095C
Medicare or Medicaid/1095B
Other
Please check Boxes if Applies
*
Sell or buy a home?
Take an IRA or 401(k) distribution? 1099R?
Pay/Receive alimony?
Suffer catastrophic loss?
Have gambling winnings/losses?
Did you receive a 1099K
Do you receive public assistance?
Do you receive rental assistance or Sec 8?
Did you receive an SBA or any Business loans due to Covid-19?
Do you receive Child Support?
Is there a Court Order in Place for Tax Filing Purposes?
If you are filing HOH (headofhousehold) provide school record, doctors note and lease if applicable.
Please provide a copy of last year's tax return to your Tax Professional.
Additional Info
ARE YOU OR YOUR SPOUSE IN DEBT WITH THE IRS OR ANY OTHER GOVERNMENT AGENCIES?
*
Yes
No
WOULD YOU LIKE YOUR FEDERAL OR STATE INCOME TAX REFUND DIRECT DEPOSITED?* *
*
Yes
No
Upload File-Driver License/State Issued ID
*
Max file size: 20MB
SS of Taxpayer/Filer no SS please apply at SSA.GOV PLEASE Upload Files-SS CARDS (IF MORE THAN ONE USE ADDITIONAL UPLOAD TABS)
*
Max file size: 20MB
Upload File-Birth Certificates of Dependents (IF MORE THAN ONE USE ADDITIONAL UPLOAD TABS)
*
Max file size: 20MB
Upload File-Any Tax Documents/W2
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Max file size: 20MB
Upload File-Business Documents such as EIN/Articles of Organization
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Max file size: 20MB
Upload File-Additional Docs such as Lease, Utility Bill
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Max file size: 20MB
Upload File-Bank,Cash App,PayPal Statements
*
Max file size: 20MB
Upload File-Charitable Donations, School Documents
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Max file size: 20MB
Upload File-Previous Tax Year 1040 Pages 1&2. If you are a previous client we have a copy.
*
Max file size: 20MB
Upload File-Computerized Banking Information
*
Max file size: 20MB
Upload File-Any Misc Document, Receipts
*
Max file size: 20MB
Upload File
*
Max file size: 20MB
Upload File
*
Max file size: 20MB
Upload File
*
Max file size: 20MB
Upload File
*
Max file size: 20MB
Please Review All Answers, Also, any Additional Comments You Need Us To Know?
*
By pressing submit, you fully understand and agree to the services being rendered by TaxCo. You also confirm that the information you have provided is true and accurate to the best of your knowledge.
TaxCo
does not solicit or give out personal information of anyone.
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