Secure & encrypted
Tax Client Intake

Let's get your return started

Tell us about your year and upload your documents. That's everything we need to start on your return. Takes about 10 minutes.

Bank-level encryption ~10 minutes Nothing filed without your signature
1

About you

Your name exactly as it appears on your Social Security card.
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Enter a valid email
Enter a valid phone
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Have you filed with us before?
Please choose one
2

Your household

Who's on the return. Not sure about filing status? Pick "Not sure" and we'll figure it out.
Filing status *
Please choose your filing status
Dependents
Please choose one
3

Identity verification

The IRS rejects any return where a number doesn't match Social Security records.
Enter all 9 digits
Required
Social Security numbers are encrypted in transit and used only to prepare and file your return. We never sell or share your information.
4

Your income

Check everything you (or your spouse) had this year, even small amounts.
5

Deductions & life changes

Each of these can lower your tax or raise your refund. Check what applies. (optional)
6

Your documents

Clear phone photos are fine. Make sure all four corners and every number are readable.
Don't have everything yet? Submit what you have now. We'll text you a list of anything still missing.
7

Your refund

How you'd like to receive a refund if you're getting one.
Please choose one
8

How you found us

Helps us thank whoever sent you our way.
9

Agreements & signature

Please review and confirm before submitting.
Please check the three required agreements
Signature required
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Your information is encrypted and submitted securely.
Please fix the highlighted fields above.

You're all set

We've received your information and documents. Here's what happens next:

1We review everything and text you if anything is missing.
2We prepare your return and send you a summary with your fee.
3You approve and sign. Only then do we file.

Ascend Tax Solutions. Submitting this form does not file a tax return. We'll review your information, quote your preparation fee, and send your completed return for your review and signature before anything is filed with the IRS or your state. Questions? Text or call (678) 783-8736.