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Pricing
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Tax Intake Form
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Tax Intake Form
2025 TAX INTAKE FORM
Fill out the form below securely
PERSONAL INFO & FILING STATUS
Taxpayer Name
*
Date of Birth
SSN (Last 4 Digits Only)
For security, do not enter full SSN
Home Address
*
Phone Number
*
Email Address
*
Who is filing?
*
--- Select ---
Individual / Family
Business Entity (LLC, S-Corp, Partnership)
Filing Status
*
--- Select ---
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow
Spouse Name
Spouse DOB
Spouse SSN (Last 4 Digits)
Dependent Questions
--- Select ---
Did anyone else provide >50% support?
College/Trade School student in house?
Dependents Information
"Please list the Name, Date of Birth, and Relationship for each dependent. (Example: John Doe, 05/12/2015, Son)"
Business Entity Details
Legal Business Name
*
Entity Type
*
--- Select ---
Sole Proprietorship
LLC
S-Corp
Partnership
C-Corp
Employer ID Number (EIN)
*
State of Formation
Date of Incorporation / Startup
*
Business Compliance
We have W-2 Employees
We paid Contractors over $600 (1099-NEC)
Briefly describe your business activity
Status Change in 2025? (Marriage/Divorce)
Income Sources (Check all that apply)
W-2s (Employment)
1099-NEC/K (Self-Employed/Gig)
1099-INT/DIV (Interest/Dividends)
1099-B/Crypto (Stocks/Crypto)
1099-R (IRA/Retirement)
1099-G (Unemployment)
Other (Rental/Gambling)
DEDUCTIONS & NJ-SPECIFIC
Property Taxes Paid (NJ) ($)
Total Rent Paid (NJ Tenant) ($)
Mortgage Interest ($)
Charitable Donations ($)
Childcare Expenses ($)
Had Health Insurance all year?
*
Yes
No
REFUND & NEXT STEPS
Routing Number
Account Number
Upload file
Upload P&L, Previous Returns, W-2s, or 1099s.
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Additional Information / Changes
Submit Intake Form
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