V&C Services and Tax

Professional Tax Intake Form

Start your tax filing with a secure, organized questionnaire.

Complete the sections below to help us prepare your return accurately and efficiently. You can switch between English and Spanish at any time.

Bilingual Experience
Mobile Friendly
Easy Document Upload
What you may need W-2, 1099 forms, identification, dependent information, and bank details.
Before you submit Review each section carefully and upload any documents you already have available.
Need help? We can follow up with you if additional information is needed.

Accepted examples: W-2, 1099, 1095, 1098, ID, dependent documents, PDF, image, Word.

Refund Method

IRS Payment Method (if applicable)

Client Authorization

This form is a first intake step. Additional documents or questions may be required before filing your return.
V&C Services and Tax • Professional bilingual tax support