Secure Client Intake
Required
Prior-Year Tax Return (PYTR)
Current-Year Form W-2
Valid Driver’s License or State-Issued ID (Front Only)
Voided Blank Check (IRS Required)
Birth Dates (You, Spouse, & Dependents) – enter in the Notes box above
Photo of Debit or Credit Card showing Account #, Expiration Date, and 3-Digit Code (NJ filing fee $20)
You may upload one or more documents. Most common file types are accepted.
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