Finance & Insurance
Tax Preparation Client Intake form template
A streamlined intake that captures your filing status, income documents, deductions, and dependents so your preparer can maximize your refund and avoid costly back-and-forth.
IRS-ReadySecure Upload
What’s in the box
Maximize Deductions
Structured prompts surface credits and write-offs you might otherwise miss.
One Secure Place
Upload W-2s, 1099s, and receipts directly into your encrypted file.
Faster Turnaround
Complete intake means fewer follow-ups and a quicker filing.
Perfect for
- Individual 1040 preparation
- Self-employed and gig-worker filings
- Small business Schedule C returns
- Amended and prior-year returns
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