SECURE CLIENT INTAKE
Start your return
Choose the form that fits you. Fill it out and upload your documents in one place. Please don't email tax documents.
INDIVIDUALS AND FAMILIES
I am an Individual Taxpayer
W-2 employees, families, retirees, 1099 earners, sole proprietors and single-member LLCs filing a personal return, including Schedule C.
Open the Client Information SheetBUSINESS OWNERS
I am a Business Owner
Partnerships, multi-member LLCs, S corporations and C corporations filing a business return.
Open the Business Information SheetOwn a business and also file a personal return? Fill out both.
Have these ready
Photo ID (driver's license)
Social Security cards for everyone on the return
W-2s, 1099s and other income forms
Last year's tax return, if we didn't prepare it
Business owners: profit and loss statement and bank statements
Your information stays protected
Forms are secure and go straight to our office
Upload files right inside the form
No emailing Social Security numbers or bank details
Questions? Call or text 561-944-7411.
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