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TAX BAE MAKIA

File With Confidence.

Hey Bae — it's money season and I'm ready for you. Whether you're a W-2 employee, self-employed, or a business owner, I'll make sure you get every dollar you deserve.

TAX BAE MAKIA

File With Confidence.

Hey Bae — it's money season and I'm ready for you. Whether you're a W-2 employee, self-employed, or a business owner, I'll make sure you get every dollar you deserve.

Tax Bae Diamond | Before You File

Before You File

What You'll Need & How It Works

Documents to Gather

Required

Government-Issued Photo ID

Must be unexpired

Social Security Cards

You, spouse & dependents

W-2 Forms

All employers

1099 Forms

Self-employment / gig / investment

Prior Year Tax Return

For identity verification

Dependent Information

Name, SSN, DOB, relationship

Childcare Records

Provider EIN & amount paid

1098 Forms & Education Records

Tuition, mortgage, student loans

IP PIN (if applicable)

IRS identity protection PIN

Portal upload link sent after intake submission. Your return cannot be started until all documents are received.

How Your Return Gets Done

5 Steps

Step 01

Complete Intake Form

Fill out the full intake form with your personal info, filing status, dependents, and income details — about 10–15 minutes.

Step 02

Upload Your Documents

After submission you'll receive a secure portal link via email. Upload all required documents — your return cannot be started until everything is received.

Step 03

Review & Preparation

We review all documents, identify every credit and deduction you qualify for, and prepare your return with precision.

Step 04

Approval & Signature

Review your completed return, approve the fee disclosure, and sign. Once transmitted to the IRS it cannot be recalled.

Step 05

Receive Your Refund

Your return is filed and accepted. Track your refund status — ask about same-day refund advance options to get your money faster.

Client Portal Name *

We recommend using your first and last name.

Year(s) of Tax Preparation *

2026

2025

2024

2023

2022

Need to file a prior-year return? We can help! Select all tax years you need prepared.

Tax Preparation Type *

Are you a new or returning client? *

New

Returning

Did you file a tax return last year? *

Yes

Can another taxpayer claim you as a dependent on their tax return? *

Yes

Do you currently have a balance due with the IRS? *

Yes

Possible refund offset? Call Treasury Offset Program (TOP): 800-304-3107.

What is your current balance due?

Please select your Filing Status *

Your filing status will be determined by your Tax Bae tax professional.

What is your housing status? *

Rent

Own

Planning to Purchase a Home

Reside with Family

How many dependents do you have? *

Please select your current marital status. *

Single

Married

Separated

Divorced

Widowed

Do you receive any government assistance? (SNAP, Medicaid, TANF, Section 8, etc.) *

Yes

Do you receive social security benefits or disability income? *

Yes

Do you currently have any defaulted student loan debt that may cause all or some of your federal tax refund to be offset? *

Yes

Unsure

Possible refund offset? Call Treasury Offset Program (TOP): 800-304-3107.

Do you currently owe any past-due child support that may cause some or all of your federal tax refund to be offset? *

Yes

Unsure

Possible refund offset? Call Treasury Offset Program (TOP): 800-304-3107.

Primary Taxpayer First Name *

Primary Taxpayer Last Name *

Phone *

Email *

Address

Street Address

City

State

Country

Enter your country

Postal Code

What county do you reside in? *

Please input county for state filing purposes.

Date of Birth *

Please provide your social security number. *

Occupation *

Have you or any individual included on this tax return been issued an IRS Identity Protection PIN (IP PIN)? *

Yes

If the IRS has issued you an identity protection pin (IP PIN). Please enter it in the field provided. If an IP PIN was not issued to you or this does not apply to your tax situation please answer "NO".

IP PIN

What's your mother's maiden name? *

This information may be used to verify your identity and protect your account.

Spouse First Name *

Spouse Last Name *

Spouse Date of Birth *

Spouse Phone Number *

Spouse Email Address *

Spouse Social Security Number *

Spouse Occupation *

Spouse IP PIN

Dependent 1 *

First Name
Last Name
Date of Birth
Social Security Number

Relationship *

Select an option

Do you provide 50% or more of the care for this dependent? *

Yes

Is the dependent a college student? *

Yes

Is the dependent disabled? *

Yes

Did this dependent live with you in your home during the tax year? *

Yes

Will this dependent file their own tax return? *

Yes

If your dependent worked during the tax year, they may still file their own tax return even if you claim them as a dependent.

Dependent 2 *

First Name
Last Name
Date of Birth
Social Security Number

Relationship *

Select an option

Do you provide 50% or more of the care for this dependent? *

Yes

Is the dependent a college student? *

Yes

Is the dependent disabled? *

Yes

Did this dependent live with you in your home during the tax year? *

Yes

Will this dependent file their own tax return? *

Yes

If your dependent worked during the tax year, they may still file their own tax return even if you claim them as a dependent.

Dependent 3 *

First Name
Last Name
Date of Birth
Social Security Number

Relationship *

Select an option

Do you provide 50% or more of the care for this dependent? *

Yes

Is the dependent a college student? *

Yes

Is the dependent disabled? *

Yes

Did this dependent live with you in your home during the tax year? *

Yes

Will this dependent file their own tax return? *

Yes

If your dependent worked during the tax year, they may still file their own tax return even if you claim them as a dependent.

Dependent 4 *

First Name
Last Name
Date of Birth
Social Security Number

Relationship *

Select an option

Do you provide 50% or more of the care and support for this dependent? *

Yes

Is this dependent a college student? *

Yes

Is the dependent disabled? *

Yes

Did this dependent live with you in your home during the tax year? *

Yes

Will this dependent file their own tax return? *

Yes

If your dependent worked during the tax year, they may still file their own tax return even if you claim them as a dependent.

Dependent 5 *

First Name
Last Name
Date of Birth
Social Security Number

Relationship *

Select an option

Do you provide 50% or more of the care and support for this dependent? *

Yes

Is the dependent a college student? *

Yes

Is the dependent disabled? *

Yes

Did this dependent live with you in your home during the tax year? *

Yes

Will this dependent file their own tax return? *

Yes

If your dependent worked during the tax year, they may still file their own tax return even if you claim them as a dependent.

Did you pay childcare expenses for a child 13 or younger while you worked or looked for work? *

Yes

Did you or your dependent attend an eligible college, university, vocational school, trade school, technical school, or other qualifying postsecondary educational institution, or pay qualified education expenses during the tax year? *

Yes

Did you pay student loan interest and receive Form 1098-E? *

Yes

Did you make charitable donations or pay tithes during the tax year? *

Yes

Did you have eligible medical, dental, or vision expenses? *

Yes

Did you purchase energy-efficient equipment or make qualifying home energy improvements? *

Yes

Did you buy or sell a home during the tax year? *

Yes

Did you adopt a child during the tax year? *

Yes

Did you move due to military orders? *

Yes

Did you pay or receive alimony? *

Yes

Did you receive unemployment benefits or repay unemployment benefits? *

Yes

Did you pay any state or local property taxes? *

Yes

Did you purchase a new vehicle in 2026? *

Yes

Is there anything else that may affect your tax return that was not covered above? *

Yes

Please describe any additional tax information, life changes, income, deductions, credits, or circumstances we should know about.

Childcare & Dependent Care Expenses

Name of Childcare Provider
Childcare Provider SSN or EIN
Amount Paid for Childcare
Which Child(ren) Received Childcare?
Childcare Provider Address

Please provide the total amount paid for childcare or dependent care during the tax year while you (and your spouse, if applicable) worked or looked for work.

Did you or a dependent attend an eligible college, university, trade, vocational, or technical school during the tax year?

Yes

Have you claimed the American Opportunity Education credit or the Lifetime Learning credit in the past?

Yes

Do you receive form 1098T?

Yes

Did you pay any out-of-pocket education expenses during the tax year?

Yes

Include qualifying expenses such as tuition, required fees, books, supplies, and course materials you paid for out of pocket.

Did you pay any health insurance premiums out of pocket during the tax year?

Yes

Did you pay significant medical, dental, or vision expenses out of pocket?

Enter the total amount of dental, vision, or medical expenses you paid out of pocket during the tax year that were not reimbursed by insurance.

Please list all medical, dental, or vision expenses, including the amount and date paid. Please skip if not applicable.

Did you pay any state or local taxes that were not already reported on your tax documents?

Yes

Did you pay real estate/property taxes during the tax year?

Yes

Did you pay personal property taxes during the tax year?

Yes

Did you own a home during the tax year?

Yes

Did you receive Form 1098 (Mortgage Interest Statement)?

Yes

Please list any mortgage Interest you paid.

Did you make any qualifying energy-efficient improvements to your home during the tax year?

Yes

Energy or solar power cost.

Did you make any charitable contributions or donations during the tax year?

Cash Donations
Noncash Donations
Church/Tithes
Other Charitable Contributions

Enter the total amount of your charitable contributions during the tax year. Please upload supporting receipts or acknowledgment letters to your Tax Bae Portal.

Did you receive wages from a W-2 Employer at any time during the tax year you are filing? *

Yes

Did you work overtime? *

Yes

Did you receive any self-employment or contract income during the tax year? This includes 1099 income, UBER, LYFT, Instacart, Doordash, Spark, Freelance Work, Gig Work, Contractor Payments, or cash payments. *

Yes

Select your Business Type

Sole Proprietorship

Single Member LLC

Multi-Member LLC

S-Corporation

Partnership

Non-Profit Organization

Business Not Yet Formed

Do you have an EIN?

Yes

What is your EIN?

What is the name of your business?

What does your business do? Describe your business activity.

Examples: Hair Stylist, Truck Driver, Realtor, Content Creator, Landscaping, Cleaning Services, Rideshare Driver, Consultant, Virtual Assistant, etc.

Did your business generate income during this year?

Yes

What was your approximate gross business income?

Please enter your business’s total income for the tax year. If you are unsure of the exact amount, provide your best estimate. Your income will be verified using the tax documents and records you provide.

Do you keep records of your business expenses?

Yes

Do you have business documents to upload? Select all that apply to your tax situation.

1099-Nec

1099-K

1099-Misc

Sales Reports

Profit & Loss Statement

Do you have a separate business bank account?

Yes

Did you use your vehicle for business during the tax year?

Yes

Please provide the year, make, and model of your vehicle.

Example: 2022 Dodge Charger

How many miles did you drive for business purposes during the tax year?

Enter only miles driven for business purposes. Do not include personal or regular commuting miles.

How did your business receive payments?

Cash

Check

Third-Party Payment Processor (Stripe, Square, PayPal, Clover, Cash App Business, etc.)

Personal Payment Applications (Cash App, Zelle, Venmo, Chime, Apple Cash, etc.)

Select all that apply

Please enter all business expenses paid during the tax year.

Advertising
Car & Truck Expenses
Business Phone & Subscriptions
Office Supplies
Insurance
Rent
Utilities
Travel
Meals
Equipment
Contract Labor
Professional Services
Other

Enter the total amount paid for each applicable business expense during the tax year. Leave any categories that do not apply blank. You may be required to provide documentation supporting the income and expenses reported. Please upload applicable business records to your Tax Bae Portal.

Coverage reported on Form 1095-A is commonly associated with health insurance obtained through the Affordable Care Act (ACA), Healthcare.gov, or a state health insurance marketplace.

Did you, your spouse, or any dependent receive health insurance coverage through the Affordable Care Act (Marketplace Insurance)? *

Yes

No, I had health insurance through my employer.

Would you like to apply for the Tax Bae Refund Advance? *

Select an option

(Refund advances are available January 2, 2026 – March 1, 2026 and are subject to bank approval and eligibility requirements.)

Have you already received a tax refund advance from another tax preparation company this filing season. *

Yes

Have you filed taxes with any other tax preparation firm for the current filing year? *

Yes

How would you like to receive your refund? *

Select an option

What type of account is your direct deposit account? *

Select an option

Please provide your banking information for direct deposit.

Name of Bank Institution
Routing Number
Account Number

Please provide your banking information for direct deposit. Most taxpayers can expect to receive their refund within 21 days after the IRS accepts their electronically filed return; however, processing times may vary.

Who referred you to Tax Bae Enterprises? *

Friend of Family Referral

Tax Bae Tax Professional

Social Media

Google Search

Returning Client

Please enter the name of the person who referred you. If no one referred you, you may leave this field blank.

Referral Name

Would you like to add Credit Repair Services for $99?

Yes

Start working toward better credit and stronger financial habits. This Tax Bae offer Includes one round of credit repair services for just $99. Service will begin after your tax return is funded. Results may vary.

If your tax return is audited, can you provide documentation to support all information reported, if applicable, including dependent residency and financial support, income and expenses, filing status, deductions, and tax credits claimed? (copy) *

Yes

All Tax Bae Enterprises clients are automatically enrolled in our Audit Protection service. This additional protection provides professional support and assistance in the event you receive a qualifying IRS or state tax notice related to preparing your return.

TAXPAYER CERTIFICATION & AUTHORIZATION

By completing and submitting this intake form, you certify that all information and documentation provided to Tax Bae Enterprises is true, complete, and accurate to the best of your knowledge.

You understand that Tax Bae Enterprises will not electronically file or transmit your tax return without your review and authorization. Prior to electronic filing, you will be provided with your completed tax return and applicable tax figures for review and approval.

Tax Bae Enterprises is committed to maintaining compliance with all applicable federal and state tax laws and regulations. We perform required due diligence and may request additional documentation or clarification to verify information reported on your tax return.

Tax Bae Enterprises does not knowingly prepare, submit, or support fraudulent, false, or frivolous tax returns. If information or documentation provided is determined to be false, misleading, materially incomplete, inconsistent, or unverifiable, we reserve the right to request additional documentation, decline to prepare or file the return, or discontinue services.

You are responsible for reviewing your completed tax return and confirming that the information reported is accurate before providing authorization to file.

You further acknowledge that once your tax return has been electronically transmitted to the Internal Revenue Service (IRS) and/or applicable state taxing authority, the electronic submission cannot be recalled or reversed by Tax Bae Enterprises. Any necessary corrections after filing may require an amended return or other appropriate action.

Refund Intercept Acknowledgment

I understand and agree that if my federal or state tax refund is intercepted, offset, reduced, delayed, or otherwise withheld for any reason, I remain fully responsible for paying Tax Bae Enterprises, DBA Tax Bae Tax Preparation, all agreed-upon tax preparation fees and charges associated with the services provided.

Signature *

Clear