• Our goal is to help you pay the least amount of taxes legally possible. To help us achieve this goal, we are continuing to partner with Complete Tax Plus for all of your tax filing needs. To ensure optimum tax service and to maintain accurate records, please complete the following:
  • Date Format: MM slash DD slash YYYY
  • Date Format: MM slash DD slash YYYY
  • First NameMILast NameDate of BirthSSNRelationship 
  • Please upload all applicable forms below:

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  • The most common items needed for filing have been listed above. You may have received additional forms/items not listed above that are required for filing. Please upload any additional form(s)/notice(s) pertaining to your 2019 income or taxes below:

  • Additional forms:

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  • If you are filing business income, please complete the following:

  • Drop files here or
  • If you would like to have your income tax direct deposited, enter your info below:

  • I attest that all information provided on this intake form is true and accurate to the best of my knowledge and is subject to possible IRS and/or State review. You will receive a cost estimate for income tax filing fees prior to filing. I understand that I am solely responsible for all tax filing fees due at the time of service no later than 30 days after transmission of information to the IRS. Complete Tax Plus, LLC will take all necessary steps to collect unpaid filing fees and outstanding debts (including reporting to our collection department).

  • Date Format: MM slash DD slash YYYY
  • This field is for validation purposes and should be left unchanged.
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