2025 Tax Intake

This intake helps us prepare your 2025 individual tax return. It typically takes 10–15 minutes. If something doesn’t apply, select “No” or leave it blank.

Privacy note: Netlify form submissions are stored online. To reduce risk, we only require your last 4 digits of SSN/ITIN here. You can upload documents instead of typing sensitive numbers.

Progress

Step 1 of 6

Contact & Identity

We’ll use this to confirm your identity and contact you if anything is missing.

Full legal name *

Email *

Phone *

Preferred contact *

Date of birth *

SSN/ITIN (last 4) *

We do not require your full SSN here.

Current mailing address *

Did you move during 2025? *

Yes No

Previous address + move date

Upload photo ID (recommended)

PDF or image file is fine.

Filing Status & Household

We’ll determine the best filing status and any household-related credits.

Marital status on 12/31/2025 *

Did you live in more than one state in 2025? *

Yes No

List states and approximate dates

Spouse information

Only if married on 12/31/2025

Spouse full legal name *

Spouse SSN/ITIN (last 4) *

Spouse date of birth *

Plan to file jointly?

Head of Household (only if not married)

If you’re not married, this helps us see if you qualify for Head of Household.

Did you pay more than half the cost of keeping up your home in 2025?

Did a child/qualifying person live with you more than half of 2025?

Dependents

Kids or relatives you support. If none, select “No.”

Do you have any dependents to claim for 2025? *

Yes No

Add up to 6 dependents. If you need more, note it in the last step.

Dependent #1

Full name

SSN/ITIN (last 4)

Date of birth

Relationship

Lived with you in 2025?

If part year, how many months?

Full-time student (5+ months)?

Disability?

Could anyone else claim them?

If parents separated/divorced: who claims this year?

Dependent #2

Full name

SSN/ITIN (last 4)

Date of birth

Relationship

Lived with you in 2025?

If part year, how many months?

Full-time student (5+ months)?

Disability?

Could anyone else claim them?

If parents separated/divorced: who claims this year?

Dependent #3

Full name

SSN/ITIN (last 4)

Date of birth

Relationship

Lived with you in 2025?

If part year, how many months?

Full-time student (5+ months)?

Disability?

Could anyone else claim them?

If parents separated/divorced: who claims this year?

Dependent #4

Full name

SSN/ITIN (last 4)

Date of birth

Relationship

Lived with you in 2025?

If part year, how many months?

Full-time student (5+ months)?

Disability?

Could anyone else claim them?

If parents separated/divorced: who claims this year?

Dependent #5

Full name

SSN/ITIN (last 4)

Date of birth

Relationship

Lived with you in 2025?

If part year, how many months?

Full-time student (5+ months)?

Disability?

Could anyone else claim them?

If parents separated/divorced: who claims this year?

Dependent #6

Full name

SSN/ITIN (last 4)

Date of birth

Relationship

Lived with you in 2025?

If part year, how many months?

Full-time student (5+ months)?

Disability?

Could anyone else claim them?

If parents separated/divorced: who claims this year?

Childcare (if you paid for care so you could work)

Did you pay for childcare in 2025?

Total amount paid (estimate)

Provider details (required for the credit)

Deductions, Credits & Insurance

This helps us find deductions and credits you may qualify for.

Education

Any college/trade school in 2025?

Student name(s) Upload 1098-T / 1098-E (if you have them)

Health insurance (important)

Did anyone have Marketplace/ACA insurance in 2025? *

Upload Form 1095-A (all pages)

Home & credits

Mortgage interest (Form 1098) Bought a home in 2025 Sold a home in 2025 Energy upgrades (solar/HVAC/windows/etc.) Bought an EV in 2025 Charitable donations

Upload supporting documents (as applicable)

Examples: 1098, closing statements, invoices, EV purchase paperwork (VIN), donation receipts.

Final Details

A few last items so we can finish quickly.

Direct deposit for refund?

Bank info (routing + account + type)

Did you make estimated tax payments for 2025?

Enter dates + amounts (federal and state)

Anything else we should know for your 2025 return?

Upload IRS/state letters (if any)

I certify that the information I provided is true and complete to the best of my knowledge, and I understand you may ask follow-up questions if anything is unclear.

After you click Submit, you’ll see a confirmation page. If you need to add documents later, just submit again and note “UPDATED” in the final notes.

Next: Filing Status

2025 Tax Intake

Contact & Identity

Filing Status & Household

Spouse information

Head of Household (only if not married)

Dependents

Childcare (if you paid for care so you could work)

Income (2025)

W-2 job income

Self-employment / side gig

Investments

Crypto

Rental / Airbnb

Retirement / Social Security

Unemployment

HSA

K-1 forms

Other income

Deductions, Credits & Insurance

Education

Health insurance (important)

Home & credits

Final Details