Tax Services Intake

Please fill out this form to contact us.

Legal first name

Legal last name

Date of birth

Country of citizenship

Government ID type

Government ID number

Issuing authority

Expiration date

Email

Phone number

Length of time at current address

Residency & Address

Country of residence

Address

City

State or province

Postal code

ID Verification

Live selfie capture

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Size limit: 5MB per file

Government ID front upload

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Size limit: 2MB per file

Government ID back upload

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Size limit: 2MB per file

Individual or Entity

Filling as

Individual

Business

Tax Year & Filing Details

Tax year being filed

Filing status

Income Types

W-2 income

Unemployment income (1099-G)

Self-employment income

Other income

Deduction Intent

Planning to Itemize deductions

Yes

No

Document Uploads

Upload prior-year tax return

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Size limit: 2MB per file

Attestation

Signature

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Upload file insteadClear

Date

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