Intake Forms

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.