Taxes • Step One
Let us start your personal taxes.
This guided intake captures your household, income sources, and expenses so your appointment is spent on strategy instead of spelling names. Answer what you know; we polish the rest together.
Before You Start
Have this handy.
- Legal names, birthdates, and SSNs for you, your spouse, and dependents
- Income sources: W-2s, 1099s, and any side earnings
- Rent or mortgage details and monthly amounts
- Medical, dental, and insurance premium totals
- Charitable contributions, cash and non cash
- Retirement contributions such as a 401k or IRA
Secure & Confidential
Personal tax intake form.
Take your time and be accurate. Your answers are encrypted and reviewed personally by Krystal before your appointment.
After submitting, book your 30 minute tax appointment on the tax calendar so we can finalize your maximum refund together.
Your information is encrypted, kept confidential, and never sold.
After You Hit Submit
What happens next.
You submit securely
Everything you enter is encrypted in transit and lands directly with Krystal, never a call center.
Krystal reviews it
Your information is checked line by line so nothing gets missed and nothing has to be asked twice.
You hear back fast
Expect a text or email follow up, usually within one business day, with exactly what happens next.
Questions Before You Submit?
A quick call clears most things up in minutes. It is free and there is zero obligation.
Licensed in all 50 states • NPN 16261381 • 16+ years of experience