Primary Tax Client Intake Form | Office (626) 260-1483
Taxpayer Information
Only upload your last year’s tax return if you are a new client or did not file with us last year.
If it’s not available right now, you can email it to us or bring it in person and continue to the next step.
Spousal Information
Please complete this section only if you have a spouse. If you do not have a spouse, you may continue to the next page.
Dependent Information
List the names below of everyone who lived with you last year (other than your spouse), or anyone you supported but did not live with. This form allows up to four (4) dependents. If you have more than four dependents, please let us know before your appointment.
Tax Related Questions
Banking Information
If you want to pay for services using your federal tax refund, you generally need to have an eligible refund—meaning you must be due for a refund when filing your federal taxes.
Authorization & Consent
I confirm that all information I entered here is accurate and
I allow you to capture my sensitive data like personal ID, government ID, Social Security Number (SSN), and other information.
I have read the terms and conditions and privacy policy.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.