Competent Tax Group

Are you a new client, returning client, or filing an amended return?

New CTG Client

Returning CTG Client

Amended Return

Who is your preparer?

Who is your preparer? Select your CTG tax professional. If you do not have one, choose Assign Me to a CTG Preparer.

PERSONAL INFORMATION

Tell us who you are and how we can reach you.

First Name*

Last Name*

Primary Email*

Primary Phone

Date of birth

Social Security number

Full Address

AMENDED RETURN DETAILS

Complete this section only when CTG is amending a previously filed return.

What needs to be amended, and why?

Are you filing with a spouse?

Yes

Is your current mailing address the same as the address on your last CTG tax return?

DEPENDENTS

Add each dependent immediately after selecting how many you are claiming.

Are you filing the same dependents as last year?

Returning clients: If you select Yes, confirm that every dependent's name, Social Security number, date of birth, relationship, student or disability status, and IP PIN are still correct. If anything changed, select No and provide the updated information.

Yes — I am filing the same dependents

No — my dependents have changed

How many dependents will you claim?

Select the total number of dependents you will claim this year. Enter each dependent's current information, even if they were included on a previous CTG return.

Dependent 1 — full legal name

Dependent 1 — Social Security number

Dependent 1 — date of birth

Dependent 1 — relationship to you

Dependent 1 — select any status that applies

Dependent 2 — full legal name

Dependent 2 — Social Security number

Dependent 2 — date of birth

Dependent 2 — relationship to you

Dependent 2 — select any status that applies

Dependent 3 — full legal name

Dependent 3 — Social Security number

Dependent 3 — date of birth

Dependent 3 — relationship to you

Dependent 4 — full legal name

Dependent 4 — Social Security number

Dependent 4 — date of birth

Dependent 4 — relationship to you

Dependent 5 — full legal name

Dependent 5 — Social Security number

Dependent 5 — date of birth

Dependent 5 — relationship to you

Taxpayer IP PIN (if applicable)

Do you, your spouse, or any dependents have an IRS Identity Protection PIN (IP PIN)? Please list each person's name with their six-digit IP PIN.

INCOME & BUSINESS

Your income sources and business filing details.

Select every income type that applies

Enter your business structure, business name, what the business does, EIN if applicable, total self-employment income, and how you collected payments

If you own a business or are self-employed, list major business expense categories and amounts, including advertising, supplies, equipment, vehicle or mileage, insurance, rent, utilities, contract labor, and other expenses.

REFUND & BANKING

Choose your refund method and enter the matching banking details.

Account type

Checking

Savings

Account number

Routing number

Name on bank account

Bank name

Complete the banking section only if you selected direct deposit. Please double-check every number before submitting.

Would you like to apply for a refund advance when available?

Would you like to apply for a refund advance? Options may include up to $1,000 with no interest or an amount over $1,000 with interest. Approval, amount, fees, and terms are determined by the participating lender.

Yes

How would you like to receive your refund?

Direct deposit into my account

Prepaid debit card

Check printed in the office

List any changes since your last CTG return involving your legal name, marital status, dependents, household, or other personal information. Enter None if nothing changed.

Please upload clear, complete copies of every document that applies to your return:

• Current government-issued photo ID or driver's license for the taxpayer and spouse

• Social Security cards for the taxpayer, spouse, and every dependent

• All W-2s, 1099s, unemployment, retirement, Social Security, investment, cryptocurrency, rental, and other income documents

• Business income and expense summaries, receipts, 1099s, and profit-and-loss statements

• Forms 1098-T and 1098-E, mortgage-interest statements, charitable-contribution records, medical expenses, energy or solar documents, and other credit or deduction records

• Home purchase or sale, adoption, military move, divorce or alimony documents when applicable

• Direct-deposit proof or a voided check when requested

• For an amended return: the original return, IRS or state notices, and all corrected documents

Upload sensitive documents only through this secure CTG form.

Enter your current employer(s), job title or occupation, and describe any job or income changes since your last CTG tax return.

If receiving a prepaid debit card, enter shipping speed (Standard, Priority, or Overnight) and the complete mailing address

Were you referred, or where did you find Competent Tax Group?

Which CTG preparer sponsors or is responsible for this referral partner?

CREDITS & DEDUCTIONS

Tell us which tax credits and deductions may apply.

If filing with a spouse, enter their full legal name, date of birth, Social Security number, occupation, and IRS IP PIN (if applicable).

DOCUMENT UPLOADS

Select the documents you are providing, then upload them together below.

Which documents are you uploading today?

Select every document category you plan to upload. Then use the matching upload boxes below. Upload clear, complete copies; returning clients must still upload current identification and all current-year tax documents.

Upload a clear copy of your current government-issued photo ID.

If filing with a spouse, upload a clear copy of their current government-issued photo ID.

Upload clear copies of Social Security cards for the taxpayer, spouse, and every dependent included on the return.

Upload all W-2s, 1099s, unemployment, retirement, investment, rental, and other income documents

Upload documents supporting the credits or life events selected above

Upload your business expense summary, receipts, profit-and-loss statement, 1099s, and other supporting records

Upload any other supporting tax documents

Upload the original tax return that needs to be amended

ENGAGEMENT LETTER

Review the agreement carefully, then sign to complete your intake.

Would you like information about credit repair?

Would you like CTG to contact you about credit repair services?

Yes

Signature Block

CTG Tax Preparation Engagement & Authorization

Signature Block

COMPETENT TAX GROUP TAX PREPARATION ENGAGEMENT & AUTHORIZATION

By signing, I/we engage Competent Tax Group ("CTG") to prepare the federal, state, and/or local income tax returns included in this engagement using the information and documents I/we provide. I/we understand that CTG will not audit or independently verify the information submitted and may request clarification or additional supporting documents.

CLIENT RESPONSIBILITIES

I/we are responsible for providing complete, accurate, and timely information; disclosing all income, deductions, credits, dependents, business activity, digital-asset activity, and other relevant tax matters; reviewing the completed return; and retaining supporting records. I/we understand that I/we remain legally responsible for the return even when CTG prepares it.

AUTHORIZATION TO PREPARE AND COMMUNICATE

I/we authorize CTG and the assigned CTG preparer to use the information submitted through this secure intake to prepare the return and communicate with me/us about this engagement. Electronic filing will occur only after I/we review the final return information and complete any additional filing authorizations required by law. This engagement does not guarantee a refund, a particular refund amount, approval for a refund advance or other financial product, or any specific audit or tax outcome.

FEES AND PAYMENT

Preparation fees are based on the services performed and will be disclosed before filing. Bank-product, refund-transfer, lender, or other third-party charges are separate when those services are selected. Fees for work already performed are non-refundable except as required by law. CTG may pause or terminate services when requested information, documents, payment, or cooperation is not provided, and the client remains responsible for services already performed.

PRIVACY AND RECORDS

CTG will safeguard client information in accordance with applicable privacy and professional requirements. I/we are responsible for keeping copies of filed returns and all supporting records. CTG's document-retention practices do not replace the client's responsibility to maintain records.

ELECTRONIC ACKNOWLEDGMENT

By signing electronically, I/we confirm that we have read and understand this agreement, that the information submitted is true and complete to the best of our knowledge, and that electronic records and signatures may be used for this engagement.

LET'S START YOUR TAX JOURNEY

CTG Client Tax Intake

Signature Block

BUILD BEYOND TAX SEASON