Simple tax return intake | More Than Numbers

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Simple Return Express – Intake Form

For qualifying individual returns only. Submissions are reviewed prior to acceptance.

✅ Full Legal Name*

✅ Email Address*

✅ Phone Number (By providing a phone number, you consent to receiving limited transactional messages related to billing or required documents.)*

✅ Mailing Address*

✅ Acknowledgement (All Required)*

I understand this service does not include phone calls or consultations

I understand this service is limited to simple individual tax returns

I understand payment is required before filing

✅ Eligibility (Checking these boxes confirms that your return contains only these items.)*

My income consists only of W-2 wages and/or interest/dividends (1099-INT / 1099-DIV).

I will claim the standard deduction

My return involves one state only

This return is for the current tax year only

My filing status is Single or Married Filing Jointly

✅ Disqualifying Situations (If selected, we’ll follow up with appropriate next steps.)*

My return does NOT include any of the items below

Self-employment or side income (Schedule C)

Rental property

Stock, crypto, or brokerage activity (1099-B)

K-1 income

Multiple states, IRS notices, or prior-year issues

✅ Document Submission

✅ Final Authorization (Pricing and scope may change if additional forms or income are identified.)*

I confirm the information provided is complete and accurate to the best of my knowledge

I understand additional forms or complexity may result in a change in scope or pricing before filing.

I authorize preparation and electronic filing of my return once approved and paid.

I understand that preparation will not begin until the engagement agreement is electronically signed

✅ Payment & Next Steps

Additional Notes (Optional - No Tax Questions))