Start from anywhere. We’ll guide the next step.
Complete a short pre-intake and let the office review what kind of filing help you need.
How mobile filing works
- Complete the guided intake.
- Tell us which filing details apply.
- We contact you with secure next steps.
Everything We Need — In 7 Simple Steps
Our intake form walks you through each section so nothing gets missed. Here’s what you’ll be filling out.
Personal Information
Your full name, date of birth, SSN, address, phone, and email so we can identify your return and reach you.
Filing Status
Single, married, head of household — plus spouse details if filing jointly.
Dependents
Names, dates of birth, SSNs, and relationships for anyone you’re claiming.
Income Sources
W-2 wages, 1099 freelance, self-employment, rental income, Social Security, and more.
Deductions & Credits
Mortgage interest, student loans, childcare, medical expenses, donations, and education credits.
Bank Information
Routing and account numbers for direct deposit of your refund — fastest way to get paid.
Document Uploads
Photos of your W-2s, 1099s, photo ID, and any other supporting documents.
A Safer First Step
No Sensitive Numbers
This pre-intake does not ask for Social Security, taxpayer ID, routing, or account numbers.
No Document Uploads
Tax forms and identification are collected later using the process confirmed by the office.
Clear Follow-Up
The office reviews your request and contacts you with the appropriate next step for your filing situation.
Ready to Get Started?
The pre-intake takes about five minutes. Keep sensitive documents and account details out of this form.