Client Forms

Our secure and simple client forms make it easy to begin your tax process. Whether you’re an individual or a small business, these tools help you get organized and submit everything we need to start working on your return.

📝 Required Documents to Get Started

• Client Intake Form – Share your personal info, dependents, and income details.
• Engagement Letter – Review and agree to our services before we begin.
• Upload Documents – Send us your tax-related forms securely.
• Payment Authorization – Set up payment by card, bank, or other method.

📂 What to Upload

Be sure to upload clear copies of any documents that apply to your situation. This helps us file accurately and avoid delays.

• ✔️ W-2 forms from all employers
• ✔️ Any 1099s (NEC, MISC, K, SSA, R)
• ✔️ Last year’s tax return (if switching to us)
• ✔️ Driver’s license or valid photo ID
• ✔️ Social Security card(s) for you and dependents
• ✔️ 1098-T (education) and 1098-E (student loans)
• ✔️ 1095-A (healthcare coverage)
• ✔️ Self-employment income and receipts

📧 Need Help?

Questions about any of the forms? Reach out anytime — text us at (267) 403‑8501 via WhatsApp or contact us here. We’re here to guide you every step of the way.