Streamline your tax preparation with our online intake form
Welcome to Clarks Tax & Accounting. To make your tax season as easy and smooth as possible, please complete our secure online intake form. This helps us gather all the necessary information efficiently so we can focus on maximizing your returns.
Information we need for accurate tax filing
To ensure we have all the details for precise and complete tax preparation, we'll ask for the following information in our intake form:
Your personal details
We'll collect your legal name, Social Security Number, date of birth, current mailing address, phone number, email address, marital status, and desired filing status.
Dependent information
If you have dependents, please provide their full legal name, Social Security Number, date of birth, relationship to taxpayer, months lived with taxpayer, childcare expenses, and custody information.
Key tax documents
Be ready to provide details from your W-2s, a photo ID, last year's AGI number, and information to access your IRS account if needed.
What happens next? Upload your documents
Once you've completed the intake form, the next crucial step is to upload all your supporting documents. This helps us to process your taxes quicker and with less hassle, ensuring a seamless experience from start to finish.
Secure and convenient process
Our document upload system is designed for your security and convenience. We ensure that all your sensitive financial information is handled with the utmost care and confidentiality. This step is vital for a smooth and efficient tax preparation process.