Basic Information

Please provide the information below so that we can update your profile and streamline the process. Please do not answer “Same as last year”. Leave all questions & notes in the bottom of the form(instead of e-mailing). Preparers are handling over 100 e-mails/day during busy season.

If you are uncomfortable sharing account information, leave it blank. Your preparer will collect it later.

Once complete, return to the previous page and proceed to step 2 and upload your documents.

Name *

First

Last

E-mail *

Phone Number *

Full Mailing Address (Street, City, State, Zip) *

Are you a new or returning client? *

Please list any big changes for this year(New kid. Home Sale. Home Purchase. Etc.)

Do you plan to itemize your deductions this year? *

Did you pay any childcare expenses(under age 13) out of pocket? *

Did you contribute to an IRA outside of your workplace in 2025? *

Did you pay for your own Health Insurance(Outside of a W-2 employer plan)? *

Did you have any major out of pocket medical expenses(More than $5,000)? *

Did you purchase solar, heat pumps, or energy efficient doors/windows for your home? *

Did you make estimated payments to Federal or State for this tax year? *

How much money did you donate to charity? Please provide receipts in your documents upload. *

How much non-cash items did you donate to charity? Please provide receipts in your documents upload. *

Please list anything else we should know or specific questions you have.

Bank Account Number (If same as last year, you can just use last 4)

Routing Number (If same as last year, you can just use last 4)