Tax Intake Form & Document Upload
Start your tax engagement with Rachelle's Tax Service. Share your filing details and securely upload your tax documents so we can review your situation and prepare your return with personal attention.
Start Your Tax Return
Complete the intake form below and upload your tax documents. A member of Rachelle's Tax Service will review your information and follow up to discuss next steps.
Secure & Confidential
Your intake details and uploaded documents are transmitted through our connected CRM system and handled with care. We do not store sensitive tax documents in public website storage.
- Documents reviewed by Rachelle personally
- No automated sharing with third parties
- Approved secure transfer for sensitive info
What to Upload
- W-2 forms
- 1099 forms (NEC, MISC, INT, DIV, R)
- Prior-year tax return (if available)
- Business income & expense records
- Dependent / dependent care information
- Education & healthcare tax forms
- Deductible expense documentation
Not sure what to include? Upload what you have — we'll let you know if anything additional is needed.
Prefer to Talk First?
Schedule a free consultation to discuss your situation before submitting documents.
Ready To Make Taxes Feel More Manageable?
Start with a conversation about your situation and the type of support you need.