01 / TELL YOUR STORY
Questions that follow your answers
Follow-up questions appear when they apply, so your preparer can understand your situation.
Your year.
Your taxes.
A clearer starting point.
Preparing a US tax return starts with the right information. Tell us about your income, family or business, and get a personalized document checklist for your tax preparer.
Individual Tax Intake
W-2 income, freelance work, dependents, education, investments and life changes.
Start individual intake →Business Tax Intake
Business entity, bookkeeping, payroll, contractor payments, assets and state activity.
Start business intake →02 / GET ORGANIZED
A starting document checklist
See which tax forms and supporting records your team may need, with a reason for each request.
03 / LET US REVIEW
A prepared tax team
We review your answers, clarify missing details, and arrange secure document collection.
Tax intake questions, answered
Is the AI helper free?
Yes. Enable free AI inside either questionnaire. It downloads a small model to your device and matches your questions to reviewed intake guidance. It does not generate new tax advice, calculate a refund, or determine eligibility. Your form works without loading the model.
Which intake should I use for freelance or gig work?
Start with Individual Tax Intake if you are filing your personal return with freelance, gig or sole-proprietor income. Use Business Tax Intake for a separate business return or if you need help confirming how your entity is taxed.
Should I upload my tax documents here?
No. This questionnaire does not accept document uploads, Social Security numbers, EINs or bank details. Your preparer will confirm a secure document-sharing process.
Does this calculate my tax refund?
No. It organizes your answers and suggests documents and follow-up items. A preparer verifies eligibility, applicable tax-year rules and state requirements before preparing a return.
Can I use this if I am unsure about an answer?
Yes. Choose Not sure when available. Your tax team will see that clarification is needed.
Explore our individual tax preparation services and business tax filing services.