let's get startedClient intake
Start my taxes.
Answer a few quick questions, then upload your documents. Sending everything ahead of time keeps your call quick and easy.
Tax season client intake
A few quick questions, right from your phone.
Share your filing basics and the best way to reach you. Then send your documents on our upload page. No documents yet? That's okay, you can send them later.
- Photo ID for you (and spouse) Required
- W-2s, 1099s & other income forms As available
- Social Security cards / dependent info Required
- Last year's return Helpful
- Childcare, tuition, 1098 or 1095-A forms If applicable
Stuck on a question? Text or call 361-336-0566.
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Please don't type full Social Security or bank account numbers here. We'll collect those securely later.
Rather talk first?
Book a quick phone or video call and we'll walk through it together.