Personal Tax Interview

Let’s Get Started!

1Getting Started
2Personal Information
3Family Information
4Income Information

The purpose of this personal tax interview is to help us provide you with the best service possible in the most efficient way. All information is required in order to engage our firm for any tax related services. The verification of identity information is required in order to meet receive any tax related services.

Privacy Policy:  The nature of our work requires us to collect certain nonpublic information. We collect financial and personal information from applications, worksheets, reporting statements, and other forms, as well as interviews and conversations with our clients and affiliates. We may also review banking and credit card information about our clients in the performance of receipt of payment. Under our policy, all information we obtain about you will be provided by you or obtained with your permission. Our firm has procedures and policies in place to protect your confidential information. We restrict access to your confidential information to those within our firm who need to know in order to provide you with services. We will not disclose your personal information to a third party without your permission, except where required by law. We maintain physical, electronic, and procedural safeguards in compliance with federal regulations that protect your personal information from unauthorized access.

NOTE: We will process tax returns actions in the order in which we receive them based on the priority of clients who have submitted all their required documents to us for processing and who have paid a deposit.


Start by gathering all your tax documents then use the 1040 Checklist to check off each documents you are uploading to us.

Tax Organizers & Worksheets


1040 Documents Checklist

Click or drag files to this area to upload. You can upload up to 50 files.