PREMIUM FINANCIAL ADVISORS • TAX INTAKE

Start Your Return With The Right Information.

Complete this preliminary tax intake before your tax return is prepared. The information below helps identify your tax situation, but supporting documents and a complete tax review are still required.

UPLOAD TAX DOCUMENTS → BACK TO CLIENT PORTAL

TAX CLIENT INTAKE

Tell Us About Your Tax Situation.

2025 / 2026 Tax Intake

Complete the fields below using your current information. This form is a website intake interface and should be connected to your secure live form or CRM before collecting sensitive taxpayer data.

Tax Year & Filing Information

Tax Year

Expected Filing Status

Taxpayer Information

Full Legal Name

Email Address

Phone Number

Date of Birth

Current Mailing Address

Spouse Information

Are You Married?

Spouse Full Name

Spouse Date of Birth

Did Your Spouse Have Income?

Dependents

Number of Dependents

Did Any Dependents Live With You?

Dependent Notes

Income

Did You Receive W-2 Income?

Approximate W-2 Wages

Federal Tax Withheld

Did You Receive 1099 Income?

Approximate 1099 / Business Income

Approximate Business Expenses

Other Income

Life & Tax Changes

Did You Buy or Sell a Home?

Did You Attend College or Pay Tuition?

Did You Have Marketplace Health Insurance?

Did You Make Estimated Tax Payments?

Did You Receive Retirement Income?

Did You Have Cryptocurrency Transactions?

Refund & Payment Information

Would You Like Direct Deposit?

Have You Used the Refund Estimator?

USE REFUND ESTIMATOR →

Client Acknowledgment

I understand that submitting this intake does not file my tax return. My tax preparer must review my documents, verify applicable information, and complete the official tax preparation process. I understand that I should not enter Social Security numbers, bank account numbers, identity documents or other highly sensitive records into this website form unless Premium Financial Advisors has connected this page to an approved secure intake system.

Tax intake completed on this page. Connect this form to the live secure tax-intake system before using it to collect real client submissions.

NEXT STEP • DOCUMENTS

Your Intake Isn't Complete Without Your Documents.

Income Documents

W-2s, 1099s and other applicable income records.

Dependent Records

Provide supporting information requested for dependent and credit eligibility review.

Business Records

Self-employed clients should provide applicable income and business expense information.

Keep Your Return Moving.

Upload Documents

Send the tax documents needed for your return.

UPLOAD →

Book Appointment

Schedule your tax appointment or consultation.

BOOK →

Refund Estimator

Get a preliminary 2025 or 2026 federal refund estimate.

ESTIMATE →

Make a Payment

Access payment options for applicable services.

PAYMENT →

Check Status

View the latest client-facing tax-return status.

CHECK STATUS →

Client Portal

Return to the main client resource hub.

CLIENT PORTAL →

INTAKE COMPLETE?

Now Send Your Documents and Get Your Return Started.

Once your intake and supporting documents are received, Premium Financial Advisors can begin the tax-review process.

UPLOAD TAX DOCUMENTS → VIEW TAX SERVICES →