Your tax intake.
A clearer next step.

Complete the sections below for the tax year you need prepared. Required fields are marked *. Do not enter Social Security numbers or bank account numbers here; provide identity and tax documents through the separate document-upload step.

1. Taxpayer information

Tax year *

Did you file with us last year?
—Please choose an option—YesNoNot sure
Full legal name *

Phone *

Email *

Street address *

Apartment / suite

City *

State *

ZIP code *

Date of birth

Occupation

Filing status
—Please choose an option—SingleMarried filing jointlyMarried filing separatelyHead of householdQualifying surviving spouseNot sure — please help me determine
Marital status
—Please choose an option—SingleMarriedDivorcedSeparatedWidowed
Are you a U.S. citizen or green card holder?
—Please choose an option—YesNoNot sure

Were you a full-time student?
—Please choose an option—YesNoNot sure
Are you totally and permanently disabled?
—Please choose an option—YesNoNot sure
Are you legally blind?
—Please choose an option—YesNoNot sure
Can another person claim you as a dependent?
—Please choose an option—YesNoNot sure

2. Spouse and dependents

Do you have a spouse? *
—Please choose an option—YesNo

Do you have any dependents? *
—Please choose an option—YesNo

3. Tax-related questions

Employment status
—Please choose an option—EmployedSelf-employedEmployed and self-employedUnemployedRetiredOther
Did you contribute to a 401(k) or other pre-tax account?
—Please choose an option—YesNoNot sure
Was this your first year opening a pre-tax account?
—Please choose an option—YesNoNot sure

Returns you need help with

FederalStateLocal / municipalCountySchool districtRITANot sureStates or localities involved

Did your dependents have tuition expenses?
—Please choose an option—YesNoNot sure
Did you pay for child care?
—Please choose an option—YesNoNot sure
Did you rent your home?
—Please choose an option—YesNoNot sure
Did you own your home?
—Please choose an option—YesNoNot sure
Do you have records of property taxes paid?
—Please choose an option—YesNoNot sure
Other tax questions or changes during the year

4. Income and expenses

Select all income sources that apply during the tax year.

Wages / salary (W-2)UnemploymentPension / retirementRental incomeFarm incomeDividends / stock salesInterestSelf-employment / business incomeAlimony receivedLottery / gambling (W-2G)Public / state aidSocial SecurityTipsOtherNo incomeOther income details

Did you have any expenses during the tax year? *
—Please choose an option—YesNo

If yes, please meet with our team to review your expenses and determine which may be deductible.

5. Review and consent

Review your answers before submitting. This intake starts the preparation process; it does not authorize electronic filing of a tax return.

I confirm that the information I provided is accurate to the best of my knowledge.
I authorize Destiny Challenge to use the information I submit to review my tax preparation needs and contact me about this intake.
Type your full legal name *

Date *

Supporting documents are handled separately through Microsoft OneDrive. Do not email Social Security cards, identity documents, or bank information.