Get Started — TaxSpear

01 — Personal Information

First Name

Last Name

Email Address

Phone Number

State of Residence

Age Range

Filing Status

Number of Dependents

02 — Income & Employment

Primary Income Source

Annual Household Income (approx)

Spouse / Partner Income (if applicable)

Do you have side / freelance income?

Do you receive any rental income?

Do you have any foreign income or foreign assets?

Do you receive investment income? (dividends, capital gains)

Do you work from home?

03 — Business & Self-Employment

Do you own a business or LLC?

Annual Business Revenue (if applicable)

Do you use a vehicle for business purposes?

Do you travel for business?

Do you hire employees or contractors?

Do you have a home that could be used for business meetings?

04 — Assets & Investments

Do you own real estate?

Approximate value of real estate holdings

Retirement accounts

Do you have a brokerage / investment account?

Do you hold cryptocurrency?

Do you have life insurance or annuities?

Do you have an HSA or FSA?

Do you have significant debt? (mortgage, student loans, business loans)

05 — Lifestyle & Goals

Primary tax goal

Timeline for implementing strategies

Are you planning any major purchases? (car, property, equipment)

Do you plan to travel significantly this year?

Any upcoming major life changes?

Do you donate to charity?

Do you currently work with a CPA or tax professional?

How much did you pay in federal taxes last year? (approx)

Describe your goals, planned purchases, or anything you want to do in the next 1-3 years

Anything else about your financial situation we should know?

06 — Document Upload

Uploading documents allows us to build a significantly more accurate and detailed report. All files are handled securely and confidentially.

Most Recent Tax Return (PDF) — Highly Recommended

Most Recent Pay Stub (PDF or image)

Any other relevant financial documents (W-2, 1099, business financials, etc.)

07 — Back Taxes & IRS History

If you have any IRS history, unfiled returns, or outstanding tax debt, this section allows us to identify resolution strategies and include them in your report.

Do you have any unfiled tax returns?

Do you owe the IRS money?

Have you received any IRS notices or letters?

Have you had any IRS levies, liens, or wage garnishments?

Do you have any penalties or interest accrued?

Describe your back tax situation in detail (years affected, amounts owed, any IRS communication)

Your report will be delivered within 48 hours · All information is kept strictly confidential

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