Intake Forms

1. Start with an detailed overview of our process which allows you to know what will happen every step of the way.

Mobile Tax Pro VIRTUAL - START HERE (pdf)

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2. Choose your preparation guide.


  • The "Simple Intake Form" is for Seniors, Students and Simple Tax Filers with no children, few deductions and no credits, 
  • The "Standard Intake Form" is for returns with children, Itemized deductions, and Credits,
  • The "Advanced Intake Form" covers the most common types of income, including investments income,
  • The "Complex Intake Form" includes the Business Expense and Home Office worksheets.

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Client Portal

Upload Your Documents to Start The Virtual Tax Preparation Process.