Insure One Accounting & Insurance Solutions / The Tax Ladies - The Tax Ladies

Primary Email*

First Name*

Last Name*

Primary Phone*

Middle Initial

Check all that apply to Spouse*

None of these apply to the spouse or I’m unmarried

Spouse can be claimed as a dependent on someone else’s return.

Spouse was over 18 and a full time student at an eligible institution.

Spouse is blind

Spouse is deceased

Spouse has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year.

Spouse prefers to receive written communications from the IRS in a language other than English.

Taxpayer prefers to receive written communications from the IRS in an accessible format.

Primary Tax Payer- Please Check Any That Apply*

Taxpayer can be claimed as a dependent on someone else’s return.

Taxpayer was over age 18 and a full-time student at an eligible educational institution

Taxpayer is blind.

Taxpayer has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year.

Taxpayer prefers to receive written communications from the IRS in a language other than English

Taxpayer prefers to receive written communications from the IRS in an accessible format.

None of these apply to me.

What county do you live in?*

Tax Payer’s Occupation*

Provide the name, DOB, and relation of all dependents you want to claim on your return. (Including children, elderly parents, and/or others you provided for during the year)

Does Taxpayer, Spouse, or dependents get an Identity Protecion (IP) Pin letter from the IRS every year? I*

Did you receive health insurance through the Marketplace?*

Upload income documents here (including any W2, 1099, K-1, etc). You may upload multiple documents.

How would you like to pay for your tax preparation fees?*

Use this space to upload any additional documents for your Tax return (including social security cards, additional income, documents and expenses)

We will contact you once your return is completed. What is your preferred method of contact?*

Text

Email

Phone Call

Zoom Video Call

In Person Office Visit

Spouse’s name (if married)

Upload any expenses here (Such as Profit and Loss statements, 1098, property tax, medical bills, business expenses, etc). You may upload multiple documents.

Use this space to notify us of any changes, updates, or information to know since last year.

Address Line 1*

City*

ZIP / Postal Code*

You may be due a tax refund or have a tax balance due. Choose how you would like to receive your refund or pay the tax due by selecting an option below.

PROVIDE BANKING INFORMATION HERE: Bank institution Name, type of account, account number, and routing number. You can upload a copy of a voided check or screenshot bank info in next field

Enter your Social Security number.*

Did you work any overtime during 2025?*

Did you receive any tips in 2025?

Did you purchase a new car in 2025 (not used)?

The Tax Ladies - Returning Client Tax Intake 2026

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