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2Personal Info

3Spouse Info

4Dependent Info

5Income Type

6Additional Info

7Documents Upload

8Sign and Complete

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Required fields are identified with an asterisk (*).While all fields are not required, it's best that you give us as much information as possible.
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Long vs. Short Version

You have the option to complete the long version of our intake form or a short version. The long version will last 5-8 minutes depending on the number of items entered, but will provide more info upfront and less questions to ask you later.

The Short version will ask enough basic questions to get the process started but have more questions when speaking with a Tax Angel.
Are you currently working with a Tax Angel?*
Please select your Tax Angel*
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Your Name*
First Middle Last Suffix
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Date of Birth
Social Security Number
Email*
Mobile Number*
Alternate Phone
Are you a U.S. citizen?*
As of December 31, 2021 what was your marital status*
This includes registered domestic partnerships, civil unions, or other formal relationships under state law.
Date of separate maintenance decree*
Date of spouse's death*

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Your Spouse's Name*
First Middle Last Suffix
Spouse's Date of Birth
Social Security Number
Is your spouse a U.S. citizen?*
Do you have any additional dependents?*
that lives with you (other than a spouse), or did you have anyone that you paid for more than 50% of their living expenses, or Did you have a Parent or Grand Parent that does not live with you but you paid more than 50% of their living expenses

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Complete the information below for: Everyone who lived with you last year (other than your spouse), Anyone you supported but did not live with you last year
Name*
First Middle Last Suffix
Date of Birth
Social Security Number
Relationship to you
Full-time student in 2021
U.S. Citizen*
Single or Married as of 12/31/2021
Totally and Permanently Disable
Resident of U.S., Canada, or Mexico last year*
Additional Qualifying Dependent?*
Additional Dependent
Name*
First Middle Last Suffix
Date of Birth
Social Security Number
Relationship to you
U.S. Citizen
Resident of U.S., Canada, or Mexico last year*
Single or Married as of 12/31/2021
Full-time student in 2021
Totally and Permanently Disable
Additional Qualifying Dependent?*
Additional Dependents
Name*
First Middle Last Suffix
Date of Birth
Social Security Number
Relationship to you
U.S. Citizen
Resident of U.S., Canada, or Mexico last year
Single or Married as of 12/31/2021*
Full-time student in 2021*
Totally and Permanently Disable
3 Additional Qualifying Dependent?*
Additional Dependent
Name*
First Middle Last Suffix
Date of Birth
Social Security Number
Relationship to you
U.S. Citizen
Resident of U.S., Canada, or Mexico last year
Single or Married as of 12/31/2021
Full-time student in 2021
Totally and Permanently Disable

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What is your occupation?*
Please select your income type*
- W-2
- Self Employment Income
- Unemployment Income
- Social Security Income
- Retirement Income
- Stocks and Bonds Income
- Alimony
- Disability
- Other
Select all that apply
Life Events
Did You (or Your Spouse):
1. Have Earned Income Credit, Child Tax Credit or American Opportunity Credit disallowed in a prior year?
If yes, for which tax year?*
2. Receive the First Time Homebuyers Credit in 2008?
3. Have health coverage through the Marketplace (Exchange / Obama Care)? [Provide Form 1095-A]
4. Received an Economic Impact Payment (stimulus) in 2021?

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Additional comments
Please list any additional information, including additional dependents, or any other information that would assist Tax Angel in completing your tax return.

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File Upload Section
Please upload any supporting documents that will assist in the completion of your tax return.
Please Upload Your Drivers License or State ID
Max. file size: 256 MB.
Please Upload Your Spouse Drivers License or State ID
Max. file size: 256 MB.
Please Upload Your w-2
Max. file size: 256 MB.
Please Upload Your Spouse W-2
Max. file size: 256 MB.
Additional Document Upload
Max. file size: 256 MB.
Additional Document Upload
Max. file size: 256 MB.
Additional Document Upload
Max. file size: 256 MB.
Additional Document Upload
Max. file size: 256 MB.

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Certification and Acceptance of Privacy Policy*
By entering your name in the boxes below, you certify that the information given is true and correct to the best of your knowledge, and that you agree to our Privacy Policy found at https://taxangel.com/privacy-policy/.

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