Let’s Get Your Tax Details Started

Welcome to 3D Tax Services Virtual Intake

Answer a few quick questions so we can route you to the right service, payment option, and interview.

Primary Information

First Name *

Last Name *

Date of birth *

Phone *

Email *

If Others, Please type specific year *

Will this be an amended return? *

Yes

Taxpayer Full Mailing Address: City, State, Zip Code, & Numbers include Apartment number: *

- Your Job Title: *

- Are you married? *

Yes

Only for Married Individuals, if not type N/A *

Spouse's Full Name First, M.I., & Last Name MFS & and MFJ required
Spouse’s Date of Birth
Spouse’s Job Title
Spouse's Telephone Number
Spouse Full Mailing Address: City, State, Zip Code, & Numbers include Apartment number
Spouse Email Address

General Questions

Do you owe the IRS, Child Support or in default with student loans? *

Yes

I don't know

Do you receive Subsidized Housing or Section 8? *

Yes

Do you receive any Government Assistance Programs such as Food stamps, TANF, Medicaid, or Medicare in during the year? *

Yes

Which program(s) did you receive? *

How much did you receive from the program(s). *

Who referred you to the 3D Tax Empire? Did a friend, family member, or specific partner send you? Enter their Name here so we can send them their Referral Bonus! (If you found us on social media, just put "Instagram/Facebook"). *

Tax Filing Information

Which Advance Loan option would you like to apply for? *

MAX CASH ($7,500): I want the maximum loan amount available. (I understand bank fees/interest apply).

FREE MONEY ($1,000): I only want the Interest-Free Loan. (No extra fees).

NO LOAN: Just take my filing fees out of my refund. I will wait for the IRS deposit.

Bank Product Authorization *

I authorize 3D Tax Services to process my tax return using the "Pay With Refund" option.

I understand that if I selected an Advance Loan above, my application will be submitted to the bank immediately.

I do not want any bank product or pay out of my refund. I will make payment upfront.

Personal Information

Who can claim you or your spouse on their tax return? *

Check if you or your spouse were in 2025? For Answers, Type "You", "Spouse" or "None" *

A U.S. citizen
In the U.S. on a visa
A full-time student
Legally blind
Totally and permanently disabled
Issued an identity protection PIN (IPPIN)
Owners or holders of any digital assets

If due a refund, how would you like your refund? *

Please enter your bank account number and routing number where you want your refund to get direct deposited Please label account and routing number *

If you have a balance due, how would you like to make your payment? *

Bank account

IRS.gov Direct Pay

Set up installment plan

Mail payment to IRS

Would you like to receive written communications from the IRS in a language other than English? *

Yes

Spouse Yes (if applicable MFS and MFJ required)

Spouse No (if applicable MFS and MFJ required)

Would you, or your spouse if married filing jointly, like $3 to go to the Presidential Election Campaign Fund? *

You

Spouse

None

If married, were you married on the last day of the year? *

Yes

Does not apply

Did you and your spouse live apart all of the last 6 months of the year? *

Yes

Does not apply

Date of final decree (if Divorced) leave blank if does not apply *

Date of separate maintenance decree (if Legally Separated but not Divorced) if does not apply leave blank *

Year of spouse's death (if Widowed) if does not apply leave blank *

Do you have any dependents or anyone you supported in 2025? *

Yes

Dependent or Household Member Information

(only applies if you have dependents or anyone you supported in 2025)

Dependent's full name (First, M.I., Last)

Dependent 1
Dependent 2
Dependent 3
Dependent 4

Dependent's Date of Birth

Dependent 1
Dependent 2
Dependent 3
Dependent 4

Dependent's Relationship with you

Dependent 1
Dependent 2
Dependent 3
Dependent 4

Dependent's Months/Years lived with you

Dependent 1
Dependent 2
Dependent 3
Dependent 4

Dependent's Marital status

Dependent 1
Dependent 2
Dependent 3
Dependent 4

is Dependent a U.S. Citizen? (type Yes or No)

Dependent 1
Dependent 2
Dependent 3
Dependent 4

is Dependent a Full-time Student? (type Yes or No)

Dependent 1
Dependent 2
Dependent 3
Dependent 4

is Dependent a Resident of U.S., Canada or Mexico? (type Yes or No)

Dependent 1
Dependent 2
Dependent 3
Dependent 4

is Dependent Totally and permanently Disabled? (type Yes or No)

Dependent 1
Dependent 2
Dependent 3
Dependent 4

was the Dependent issued an IP pin? (type Yes or No)

Dependent 1
Dependent 2
Dependent 3
Dependent 4

Income Information

If you reported Income from renting out your house or a room in your house, did you use the dwelling unit as a personal residence and rent it for fewer than 15 days?

Yes

Does not apply

How many jobs did you or your spouse have (if Wages as a part-time or full-time employee is checked)? *

Expenses and Tax Related Events

Paid any of the following expenses to itemize in 2025? *

Paid any of these expenses in 2025? *

Student loan interest

Child and dependent care

Contributions to a retirement account

School supplies by a teacher, teacher’s aide or other educator

Alimony payments (do not include child support)

None

Are you self employed or have a side gig? Even the attempt counts. *

Yes

Business Detail Supplemental Information

(only applies if you have Self‑Employment Income & Expenses, Side gig, Uber, Lyft, etc)

What is your business name and EIN number (if applicable)? (If none, enter your full name)

What is your business address? (If same as home, type SAME)

What accounting method did you use for your business?

Cash

Accured

Income not included on 1099 or other resources if none put n/a

Do you take inventory?

Yes

Beginning Inventory input if none or unknown

Ending Inventory input if none or unknown

Check boxes below if any apply

Check here if there were any changes in determining inventory.

Check here if this is the first Sch. C filed by you for this business.

Check here if you "materially participated" in the operation of this business during the tax year. This box must be checked to allow a net loss on your return.

Check here if you made any payments in 2025 that would require you to file Form(s) 1099.

NoCheck here for Qualified Joint Venture. (Ownership between Taxpayer and Spouse must be 50/50.

Check here to Prorate Expenses for Minister/Clergy.

All Investment is At-Risk.

Schedule C - Income Gross receipts or sales (including income reported on Form 1099-K)Total income from work or sales

Income reported to you on Form W-2 as statutory employee of none put n/a

Returns and allowances if none put n/a

Other Income from sources other than work or sales if none put n/a

Did you use your home for business?

Yes

What is your average estimated monthly business expenses?

Did you receive the ERC Tax Credit?

Yes

How much did you receive? if none put n/a

Did you receive the PPP loan?

Yes

Did you receive the second round of the PPP 2?

Yes

How long have you owned your business?

Did you keep records of your income and expenses?

Yes

Enter your total business miles driven

Did you receive cash payments?

Yes

Did you pay any subcontractors?

Yes

Do you have a separate business bank account?

Yes

Mileage Did you use your vehicle for business?

Yes

Upload mileage logs (optional)

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Enter your total personal miles driven

Pick your Tax Professionals and other services

Select which Tax Professional you prefer *

Dana Graham Mason

Iris Shaw

Dionne Stewart

Satay Lama

Privacy Notice: 3D Tax Services collects your information solely for the purpose of preparing your tax return and providing the services you selected. We protect your data using secure, encrypted systems, and only authorized team members have access to your documents. We do not sell or share your information with outside parties unless required by law or unless you provide written consent. By continuing, you agree to provide accurate information and understand that your data will be used only for tax preparation and related services. *

I have read the privacy notice

By signing below, I acknowledge that 3D Tax Services LLC is engaged solely to prepare my federal and state tax return based on the information I provide. I understand that I am responsible for the accuracy and completeness of all information submitted. This engagement does not include audit representation, bookkeeping, or year‑round tax planning unless separately contracted. I agree to provide all required documents and respond promptly to requests for clarification so my return can be prepared accurately and on time. *

I have read and agree with the above engagement for services

By signing below, I authorize 3D Tax Services LLC to use and/or disclose my tax return information as permitted under IRS Form 7216. I understand this consent allows my information to be shared only for purposes related to preparing, processing, or delivering my tax return and any related services I choose. I acknowledge that I may revoke this consent at any time by providing written notice. *

I Agree

I have read the above and agree with the consent to use/disclose tax information

Virtual Preparation Disclosure: Our services are provided virtually, which means you will upload your documents electronically and communicate with us through secure digital channels. You are responsible for submitting clear, complete information so we can accurately prepare your return. We will not file your tax return until you review it and sign the required authorization forms. By proceeding, you acknowledge that electronic communication carries some risk and agree to participate in the virtual preparation process. *

I have read the virtual preparation Disclosure

Refund Policy: All payments made to 3D Tax Services are final. Because tax preparation begins as soon as your documents are reviewed or your file is opened, no refunds are issued once services have begun, regardless of the stage of completion. If you decide not to proceed after work has started, you may stop the process at any time, but payments already made are non‑refundable. By continuing, you acknowledge and agree to this policy. *

I have read the refund policy

Terms of Service: By using 3D Tax Services, you agree to provide complete and accurate information needed to prepare your tax return or the service you selected. You understand that all fees are due before services begin and are non‑refundable once work has started, as outlined in our Refund Policy. You agree to respond promptly to requests for documents or clarification to avoid delays in processing. 3D Tax Services will prepare your return or service based solely on the information you provide. We are not responsible for errors or omissions resulting from incomplete, inaccurate, or withheld information. Your return will not be filed until you review it and sign all required authorization forms. You acknowledge that processing times may vary based on IRS timelines, document completeness, and service complexity. By continuing, you agree to these terms and authorize 3D Tax Services to communicate with you electronically regarding your tax preparation and related services. *

I have read and agree with the Terms of Service

Client Expectations: By using 3D Tax Services, you agree to provide complete, accurate, and timely information needed to prepare your tax return or service. You understand that delays in submitting documents or responding to communication may extend processing times. You agree to review your tax return carefully before signing and to notify us immediately if any information is incorrect. You also acknowledge that you are responsible for maintaining documentation to support all income, credits, and deductions claimed on your return. *

I have read and agree with the Client Expectations

Electronic Communication Consent: By continuing, you consent to receive communication from 3D Tax Services electronically, including emails, text messages, document requests, tax return drafts, and authorization forms. You understand that electronic communication carries some risk, but we use secure systems to protect your information. You agree that electronic signatures and approvals are valid and binding for the purpose of tax preparation and filing *

I have read and agree with electronic communication consent

Referral Program Disclosure: If you were referred to 3D Tax Services, the referring individual may receive compensation or credit under our referral program. No tax information about your return will be shared with the referrer. Only your name may be used to confirm the referral for reward purposes. By continuing, you acknowledge and agree to this disclosure. *

I have read and agree with the referral program disclosure

Final Step: Are You Ready to Upload Your Tax Documents? To begin preparing your tax return, you must upload your documents securely through the TaxesToGo app. Please confirm below: I understand that by selecting YES, I will receive the secure TaxesToGo upload link. I also understand this link is ONLY for clients who have completed this intake form. *

Yes, I'll upload now

No, I'll upload later

Click the link below to upload your tax documents: 👉 https://taxestogo.com/App/Download/78388 Upload the following items:

Your ID
Social Security cards
W‑2s, 1099s, or income forms
Any additional documents needed for your return
Once your documents are uploaded, we will begin preparing your return.

Final Acknowledgment:
By submitting this form, I confirm that:
• I have read and agree to the Privacy Notice.
• I understand and agree to the Virtual Tax Preparation Disclosure.
• I agree to the Refund Policy, stating that no refunds are issued once services have begun.
• I agree to the Terms of Service and understand my responsibilities as a client.
• I understand the Client Expectations Agreement and will provide complete and accurate information.
• I consent to electronic communication, including emails, texts, and digital document exchange.
• I acknowledge the Referral Program Disclosure, if applicable.
• I understand that my tax return will not be filed until I review it and sign all required authorization forms.
• I certify that all information I provide is true, correct, and complete to the best of my knowledge.

I understand that 3D Tax Services LLC may request access to my IRS Individual or Business Online Account (via Form 8821 or 2848) to verify balances, transcripts, offsets, and filing history before preparing or submitting my tax return. I agree to approve this request through my IRS Online Account.

PICK A TIME TO CALL US

FAQ

Frequently Asked Questions

Everything you need to know about the services and billing.

What services do you offer for tax accounting?

We offer a range of tax accounting services, including tax preparation, tax planning, tax strategy consulting, and ongoing support to help you minimize liabilities and stay compliant.

How do I book an appointment with your tax expert?

Simply choose an available time slot on our calendar, fill out a few details, and you’ll receive a confirmation email with your appointment details.

Do I need to bring any documents to the appointment?

Yes, we recommend bringing any relevant financial documents, such as tax returns from previous years, income statements, deductions, and receipts. Our team will guide you on exactly what you need.

Can I get help with both personal and business taxes?

Absolutely! We specialize in both personal and business tax services, and our experts are here to provide tailored advice and solutions for your specific needs.

What happens if I miss my scheduled appointment?

If you miss your appointment, please let us know as soon as possible. We’ll help you reschedule at a convenient time, ensuring that your tax matters are addressed promptly.

Let’s Get Your Tax Details Started

Welcome to 3D Tax Services Virtual Intake

Answer a few quick questions so we can route you to the right service, payment option, and interview.

Primary Information

General Questions

Tax Filing Information

Personal Information

Dependent or Household Member Information

(only applies if you have dependents or anyone you supported in 2025)

Income Information

Expenses and Tax Related Events

Business Detail Supplemental Information

(only applies if you have Self‑Employment Income & Expenses, Side gig, Uber, Lyft, etc)

Pick your Tax Professionals and other services

Click the link below to upload your tax documents: 👉 https://taxestogo.com/App/Download/78388 Upload the following items:

I understand that 3D Tax Services LLC may request access to my IRS Individual or Business Online Account (via Form 8821 or 2848) to verify balances, transcripts, offsets, and filing history before preparing or submitting my tax return. I agree to approve this request through my IRS Online Account.

PICK A TIME TO CALL US

FAQ

Frequently Asked Questions

Everything you need to know about the services and billing.

What services do you offer for tax accounting?

How do I book an appointment with your tax expert?

Do I need to bring any documents to the appointment?

Can I get help with both personal and business taxes?

What happens if I miss my scheduled appointment?

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