Tax Onboarding Wizard
Streamlined tax data collection for a better client experience
Basic Client Information
Let's start with your basic information to establish your identity and contact details.
Spouse Information
If you're married, please provide your spouse's information.
Dependents
Add information for each dependent you plan to claim on your tax return.
Employment & Income Sources
Tell us about your employment and all sources of income for the tax year.
Employment (W-2 Forms)
Self-Employment Income (1099-NEC, 1099-K)
Other Income Sources
Deductions & Credits
Help us identify potential deductions and credits to maximize your tax savings.
Business or Rental Information
Provide details about any business or rental property activities.
Prior Tax Information
Help us understand your tax history and any ongoing tax matters.
Bank and Payment Information
Provide your banking details for refunds and payment preferences for our services.
Document Upload
Upload your tax documents securely. You can upload multiple files at once.
Upload Tax Documents
W-2s, 1099s, 1098s, receipts, prior year returns, and other tax documents
Upload Business Records
Business expense receipts, profit/loss statements, business records
Upload Identity Documents
Driver's license, Social Security cards, government-issued ID
Review & Submit
Please review your information before submitting. You can go back to make changes if needed.
Personal Information
Income Sources
Dependents
Banking Information
Submission Successful!
Thank you for completing your tax onboarding. We'll review your information and contact you within 24-48 hours to discuss next steps.
What Happens Next?
• We'll review your submitted information and documents
• A tax professional will contact you to schedule a consultation
• We'll provide you with a detailed tax preparation timeline
• You'll receive access to our client portal for updates