Client Intake Form

Documents Needed for Deductions & Credits

Step 1 of 2

Have you been issued an IRS Identity Protection PIN (IP PIN)?(Required)

If YES, enter your 6-digit IRS IP PIN(Required)

Upload your CP01A IRS Letter (optional)

Accepted file types: png, jpg, jpeg, pdf, Max. file size: 10 MB.

Name(Required)

First Last

Date of Birth(Required)

Social Security Number / ITIN(Required)

Phone Number(Required)

Email Address(Required)

Address(Required)

Street Address City State / Province / Region ZIP / Postal Code Country

Filing Status(Required)

Do you have dependents?(Required)

Dependents (Name, DOB, SSN, Relationship)(Required)