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Green Satin Bow

Get A Free Quote!

Fill out a client intake form, receive a quote same day. In person filing is not required, you can submit all of your documents here, speak with a live preparer & have your taxes filed virtually.

Client Intake Form

Birthday
Month
Day
Year
Multi-line address
Do you require a IP PIN in order to file?
Yes
No
Filing Status
Did you receive a federal tax refund last year?
Yes
No
Are you or your child permanently disabled?
Yes
No
Have you worked for yourself in 2024? (As a freelancer, sole proprietor, LLC or corporation) [ex. Barber, Nail Tech, Babysitter, catering, uber, doordash, etc.]
Yes
No
Were you a part-time/full-time student?
Yes
No
Did you pay any expenses for child care?
Yes
No
Did you or your spouse have Affordable Care Act? (Marketplace Insurance; FloridaBlue etc.)
Yes
No

Submit ID, Social Security cards, W2s, or any tax documents..

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