Client Intake Form  Start Your Tax Filing Here

This is our secure client intake form—the fastest way to get your return started. Complete it to request a free, confidential consultation.

Tell us a few details to get started. A U.S.-based preparer will review and follow up within 1 business day with next steps.

What to have ready

• W-2s and any 1099s (NEC, MISC, K, INT, DIV)
• Prior-year tax return (if available)
• Photo ID and SSN/ITIN for you and dependents
• Bank routing/account number (for refund or payment)
• If self-employed: income totals, expense summary, mileage/home office details
• If applicable: 1098 (mortgage interest) or property tax, 1098-T (tuition), 1095-A (Marketplace health)

Full Name *
Email Address *
Phone Number *
State of Residence *
Filing Type (W-2, 1099, Self-Employed, Business) *
Best Time to Contact
W-2 Wage Statements (PDF/JPG/PNG) (optional)

Max file size (Mb): 2

Max number of files: 1

1099-NEC (Contractor/Gig Income) (optional)

Max file size (Mb): 2

Max number of files: 1

1099-MISC or 1099-K (Platforms/Other) (optional)

Max file size (Mb): 2

Max number of files: 1

1099-INT or 1099-DIV (Bank/Brokerage) (optional)

Max file size (Mb): 2

Max number of files: 1

1098-T (Tuition/Education) (optional)

Max file size (Mb): 2

Max number of files: 1

1098 (Mortgage Interest) or Property Tax Statement (optional)

Max file size (Mb): 2

Max number of files: 1

Prior-Year Tax Return (PDF) (optional)

Max file size (Mb): 2

Max number of files: 1

Photo ID (Driver’s License/State ID) (optional)

Max file size (Mb): 2

Max number of files: 1

Schedule C Expense Summary or Ledger (if self-employed) (optional)

Max file size (Mb): 2

Max number of files: 1

Mileage Log and Home Office Details (if applicable) (optional)

Max file size (Mb): 2

Max number of files: 1

Notes / Message

Attach up to 10 files. Skip anything that doesn’t apply. Larger uploads or additional documents will be handled via our secure portal after you submit.

Team Green Taxes
Nationwide Tax Preparation Services
Serving clients in 48 U.S. states
Secure remote filing by appointment

Service Hours:

By appointment / Secure virtual services

Professional Contact:

info@teamgreentaxes.com

What Happens After You Submit

1. Quick Review

A tax pro reviews your details and typically replies within 1 business day with next steps.

2. Secure Portal Invite

Receive an encrypted link to upload W‑2s, 1099s, and records. Your documents stay confidential.

3. Consultation & Next Steps

We discuss your situation, outline timelines, and proceed to prepare and e‑file with your approval.

No obligation. We provide tax preparation only and do not offer legal advice. You will receive filing confirmations for your records after e‑file.