Bright Beginnings Tax Preparation

Tax Preparation Intake & Service Agreement

Complete this secure intake form so our tax professionals can accurately prepare your return and help you claim every credit you’re eligible for.

Encrypted client portal
Individual & family returns
Expert review included

Secure & encrypted

Bank-level protection for the personal and financial details you share.

10–15 minutes

Best completed in one sitting for the fastest, smoothest processing.

Handled by pros

Every return is prepared and reviewed by a tax professional.

Inside this secure form

  • Personal & dependent details

    Names, dates of birth, contact info, and dependents in your household.

  • Income, credits & deductions

    W-2s, 1099s, expenses, and credits that may reduce your tax bill.

  • Service agreement & authorization

    Digital consent allowing Bright Beginnings to prepare and e-file your return.

Start my secure intake
Tip: Have your tax documents ready before you begin.

Secure Online Form

Follow each step carefully. Required fields are marked with an asterisk (*).

Live & encrypted
1 Profile
2 Income
3 Review & sign

By submitting this form, you confirm that the information provided is accurate and complete to the best of your knowledge and agree to the Bright Beginnings Tax Preparation Service Agreement.