ROYAL COMPASS SOLUTIONS SECURE TAX INTAKE

PLEASE READ: Thank you for choosing Royal Compass Solutions. Please complete this intake form and upload all requested documents so we can provide an accurate tax estimate and begin preparation. Incomplete submissions may delay processing.

Section 1: Basic Client Information

First Name *

Last Name *

Date of birth *

SSN *

Phone *

Email *

Address

Street Address *

City *

State *

Country *

Postal Code *

Filing Status: Pick one of the following *

Referred By?

Section 2: Filing History & IRS Status

Did you File Taxes Last Year? *

Yes

No

Do you owe the IRS from previous years? *

Yes

No

Not Sure

Are you behind on any tax years? If Yes, List what years below *

Yes

No

Not Sure

If Yes: Unfiled Tax Year(s)

Are you currently on a payment plan? *

Yes

No

If Yes, monthly payment amount:

Have you received any IRS Notices in the past 12 months? *

Yes

No

Section 3: Income Sources

If “Other” Briefly Describe Income Source:

Estimated Toal Income Bracket

Under 50K

50-100K

100K-200K

200K+

Did you make any estimated tax payments this year?

Yes

No

If Yes: Enter Total Amount paid:

Section 4: Business Information (Skip if doesn’t apply)

Business Name

Do you have an LLC?

Yes

No

Do you track expenses for this business?

Yes

No

Approximate Total Business Expense for Tax Year:

Section 5: Dependents

Do you have dependents? *

Yes

No

Age(s) If Yes:

Do they live with you full time?

Yes

No

Has anyone else claimed or attempted to claim this dependent before?

Yes

No

Unsure

Section 6: Potential Deductions

Section 7: Document Upload

PLEASE UPLOAD CLEAR PDF OR IMAGE FILES. BLURRY OR INCOMPLETE UPLOADS MAY DELAY YOUR ESTIMATE.

Government Issued ID (Passport, Driver’s License, State ID etc) *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 3 Files )

Identity Protection Pin (IP PIN) Only if issued by the IRS

Income Docs (W2s, 1099s, 1099-NEC, etc) *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 20 Files )

Business Profit and Loss Summary (If Self Employed) please upload a profit and loss summary of business income and expenses for the tax year. This can be a spreadsheet, bookkeeping report, accounting export (If you do not have, please provide a basic income and expenses summary)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Did you have cryptocurrency or digital asset transactions this year? *

Yes

No

If Yes: Upload Supporting Documents

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Dependent Docs (If Claiming Dependents) Upload SS cards, Birth Certificates and any custody docs

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 25 Files )

Education Tax Forms (If Applicable) (1098-T Student Loan Interest Statements, 1098-E, Tuiton Statements, Scholarship Docs)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 25 Files )

Health Insurance Form 1095-A (If applicable:)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Prior Year Tax Return (If available) Most Recent filed tax return for reference and accuracy.

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

IRS Notices (If Applicable)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 12 Files )

I understand that this submission does not guarantee a refund.

I Understand tax outcomes are based on documentation provided in this intake form and all documents uploaded are complete.

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Royal Compass Solutions

Secure Tax Intake Portal

Please Complete the secure intake form below and upload all requested documents to begin preparation.

ROYAL COMPASS SOLUTIONS SECURE TAX INTAKE

PLEASE READ: Thank you for choosing Royal Compass Solutions. Please complete this intake form and upload all requested documents so we can provide an accurate tax estimate and begin preparation. Incomplete submissions may delay processing.

Section 1: Basic Client Information

Section 5: Dependents

Section 7: Document Upload

PLEASE UPLOAD CLEAR PDF OR IMAGE FILES. BLURRY OR INCOMPLETE UPLOADS MAY DELAY YOUR ESTIMATE.