Shanae' Foster

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.

Shanae' Foster

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.

Shanae' Foster

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
01
Government-Issued Photo ID
Must be unexpired
02
Social Security Cards
You, spouse & dependents
03
W-2 Forms
All employers
04
1099 Forms
Self-employment / gig / investment
05
Prior Year Tax Return
For identity verification
06
Dependent Information
Name, SSN, DOB, relationship
07
Childcare Records
Provider EIN & amount paid
08
1098 Forms & Education Records
Tuition, mortgage, student loans
09
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.
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We recommend using your first and last name.
Need to file a prior-year return? We can help! Select all tax years you need prepared.
Possible refund offset? Call Treasury Offset Program (TOP): 800-304-3107.
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Your filing status will be determined by your Tax Bae tax professional.
Possible refund offset? Call Treasury Offset Program (TOP): 800-304-3107.
Possible refund offset? Call Treasury Offset Program (TOP): 800-304-3107.
Please input county for state filing purposes.
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".
This information may be used to verify your identity and protect your account.
If your dependent worked during the tax year, they may still file their own tax return even if you claim them as a dependent.
If your dependent worked during the tax year, they may still file their own tax return even if you claim them as a dependent.
If your dependent worked during the tax year, they may still file their own tax return even if you claim them as a dependent.
If your dependent worked during the tax year, they may still file their own tax return even if you claim them as a dependent.
If your dependent worked during the tax year, they may still file their own tax return even if you claim them as a dependent.
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.
Include qualifying expenses such as tuition, required fees, books, supplies, and course materials you paid for 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.
Enter the total amount of your charitable contributions during the tax year. Please upload supporting receipts or acknowledgment letters to your Tax Bae Portal.
Examples: Hair Stylist, Truck Driver, Realtor, Content Creator, Landscaping, Cleaning Services, Rideshare Driver, Consultant, Virtual Assistant, etc.
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.
Example: 2022 Dodge Charger
Enter only miles driven for business purposes. Do not include personal or regular commuting miles.
Select all that apply
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.

(Refund advances are available January 2, 2026 – March 1, 2026 and are subject to bank approval and eligibility requirements.)
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.
Please enter the name of the person who referred you. If no one referred you, you may leave this field blank.
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.
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.

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