Secure Tax Filing

Individual and Business Tax Preparation

Client intake form

Contact information

First name *

Enter your first name.

Last name *

Enter your last name.

Email address *

Enter a valid email address.

Phone number (optional)

Filing details

Tax year *

Filing status

Are you filing for a business?

No, individual only Yes (LLC, Corp, etc.)

Business name

Entity type

Notes and consent

Any specific changes or questions? (optional)

Please don't enter Social Security numbers or bank account details here. Send tax documents through the secure upload portal below.

Check the box to continue.

Thanks. Your details are in.

Next step: upload your W-2s, 1099s, and IDs through the secure portal.

No Dropbox account required. Your files are fully encrypted.