Intake Form Home » Intake Form Full NameDate of Birth MM slash DD slash YYYY Contact Information PhoneEmail Mailing AddressFiling StatusSingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er)Dependent Information NameDOB MM slash DD slash YYYY RelationshipEmployment Information Employer NameW-2Max. file size: 1 GB. Income SourcesW-21099Self-EmployedRental IncomeOtherTax DocumentsMax. file size: 1 GB. Deductions & CreditsMortgage InterestStudent Loan InterestChildcareEducation ExpensesetcPrior Year Tax Return UploadMax. file size: 1 GB. Additional Notes or Questions