Everyday Tax Solutions – Client Intake

General Intake Form
Banking Information
Additional EIC Questions
Head Of Household Questions
Engagement Letter

Why Choose Everyday Tax Solutions?

✔ Experienced and reliable tax professionals
✔ 100% secure and confidential process
✔ Fast turnaround times
✔ Personalized support for individuals and small businesses
✔ Virtual services – no office visit required

HOW IT WORKS

Simple 3-Step Process

1. Complete Your Intake Form
Provide your basic information securely online.

2. Upload Your Documents
We’ll guide you on what’s needed (W-2s, 1099s, etc.).

3. We Prepare & File Your Taxes
Sit back while we handle everything for you.

🔒 Your Information is Safe

We take your privacy seriously.

  • Secure, encrypted form submission
  • Confidential handling of all personal data
  • Trusted systems for document processing

👉 Your information is protected every step of the way.