Refunds4Lesspro

Tax Intake & Document Upload

Please complete all sections below. You’ll upload your tax documents throughout the intake and at the end if applicable. This helps us stay compliant with IRS due diligence and prepare an accurate return.

Before You Begin

This intake form takes approximately 10-15 minutes to complete. You’ll be able to upload your documents throughout the process and any additional documents at the end.

Business Returns Intake