Get an Individual Tax Quote
Individual tax pricing depends on filing complexity, income sources, and deductions. To provide an accurate quote and ensure nothing is missed, we review a few key details and documents first.
Why we ask for this information
Individual tax returns can vary significantly based on income types, investments, deductions, and prior-year activity. Reviewing this information upfront allows us to prepare your return correctly and quote you accurately from the start.
Why documents are required
- Prior-year tax return: helps identify carryovers, elections, and filing history
- Income documents (W-2s, 1099s): confirms income sources and reporting requirements
- Deduction & credit information: ensures eligibility and proper documentation
Your information is secure
All personal and tax information is submitted through secure, encrypted software used by tax and accounting professionals. Documents are uploaded directly to protected systems, access is limited to authorized personnel only, and your information is never sold or shared.
Uploading documents through this form is more secure than email and helps ensure your sensitive information is handled properly.
What happens after you submit
- We review your information and documents
- We assess filing complexity and required schedules
- If needed, you’ll be invited to schedule a brief review call
- You’ll receive a clear quote based on your situation
Submitting this form does not obligate you to proceed. It simply allows us to review your information and determine the appropriate pricing and next steps.
Individual Tax Intake Form
Please complete the form below and upload the requested documents so we can provide an accurate quote for your tax return.
If you experience any issues uploading documents, try using a desktop browser. You may also contact us for assistance.