New Client Intake

Start your return the right way.

This intake collects general tax-preparation information so My Tax Spot LLC can understand your filing needs before you securely upload sensitive documents.

Important: Do not enter Social Security numbers, bank account information, identity-document numbers, or upload tax documents on this page. Use the secure upload button when prompted.

1 Intake

2 Review

3 E-Sign

4 Secure Upload

Accurate preparation

Organized intake

Secure document workflow

Client Information

Tell me about you.

Filing Situation

What type of return do you need?

Household & Income

Check what may apply.

I may claim one or more dependents. I have W-2 income. I have 1099 / contract / gig income. I own or operate a business. I have investment, retirement, rental, or other income. I had Marketplace health insurance (Form 1095-A may apply).

Prior Filing

Anything I should know?

Consent to Begin Intake

Before you continue.

I understand that I am responsible for providing complete and accurate information to My Tax Spot LLC. I understand that I should not place Social Security numbers, banking information, identity documents, or tax documents into this general intake form. I authorize My Tax Spot LLC to contact me about this tax-preparation request using the contact information I provided.

Submitting this intake does not authorize electronic filing and does not replace any engagement agreement, required tax disclosure/consent, or IRS e-file authorization such as Form 8879.

Next Step

Secure document upload

After completing your intake and signing the required engagement/e-sign documents, use the secure portal to upload your tax records.

Securely Upload Tax Documents