GFI — Tax Intake & Business Forms

Tax Preparation & Business Forms

Choose a form below. All submissions are securely delivered to our admin team.

Start your return

Completion0%

Select Your Preparer

Please select a preparer.

First name

Please enter your first name.

Last name

Please enter your last name.

Please enter a valid email.

Phone

Mailing address

SSN

Identity verification only

Enter exactly 9 digits.

Filing status

Not sure? Pick your best guess — we’ll confirm.

Please choose a filing status.

Number of dependents

Enter 0 to 10.

Income sources (check all that apply)

Select at least one income source.

Interested in a refund advance?

Yes No

Approximate total income

Please choose a range.

Primary state of residence

Please enter your state.

Any major changes or potential deductions/credits?

Upload tax documents (up to 10 files)

W-2 (Taxpayer)

1099s (any type)

1098 Mortgage/Student Loan

Photo ID – Front

Photo ID – Back

Social Security card(s)

Prior-year return

Dependents documents

Other supporting docs

PDF or clear images, 10 MB max per file.

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We use encrypted forms and secure Microsoft 365 email delivery to protect your data. All uploaded files are transmitted through SSL/TLS encryption and are never stored on public servers. Your information is reviewed only by licensed tax professionals within Global Financial Investments. We do not share or sell your data—ever.

I consent to be contacted about tax preparation and to share this information for an initial review.

Thank you for choosing us!
Your information has been securely received. We’ve also sent a confirmation email for your records.

Business Expenses (Schedule C)

Completion0%

Select Your Preparer

Full name

Phone

Tax year

Business name

EIN (optional)

Enter your expenses

Advertising

Car & truck

Commissions & fees

Contract labor

Depreciation

Employee benefits

Insurance (not health)

Interest – mortgage

Interest – other

Legal & professional

Office expense

Pension/Profit-sharing

Rent – vehicles/machinery

Rent – other

Repairs & maintenance

Supplies

Taxes & licenses

Travel

Meals (50%)

Utilities

Wages

Other expenses (describe)

Upload receipts or statements (optional, multiple OK)

10 MB per file max.

Thank you! Your expense summary has been received. A confirmation email is on its way.

Returning Client

Completion0%

Select Your Preparer

Full name

Date of Birth

Email (for confirmation)

Optional, but we’ll send a confirmation if provided.

Upload documents (up to 5)

Document 1

Document 2

Document 3

Document 4

Document 5

PDF or clear images, 10 MB max per file.

Thanks! We received your info. A confirmation email will be sent if an address was provided.

GFI — Tax Intake & Business Forms

Tax Preparation & Business Forms

Choose a form below. All submissions are securely delivered to our admin team.

Start your return

Completion0%

Select Your Preparer

Please select a preparer.

First name

Please enter your first name.

Last name

Please enter your last name.

Please enter a valid email.

Phone

Mailing address

SSN

Identity verification only

Enter exactly 9 digits.

Filing status

Not sure? Pick your best guess — we’ll confirm.

Please choose a filing status.

Number of dependents

Enter 0 to 10.

Income sources (check all that apply)

Select at least one income source.

Interested in a refund advance?

Yes No

Approximate total income

Please choose a range.

Primary state of residence

Please enter your state.

Any major changes or potential deductions/credits?

Upload tax documents (up to 10 files)

W-2 (Taxpayer)

1099s (any type)

1098 Mortgage/Student Loan

Photo ID – Front

Photo ID – Back

Social Security card(s)

Prior-year return

Dependents documents

Other supporting docs

PDF or clear images, 10 MB max per file.

I consent to be contacted about tax preparation and to share this information for an initial review.

Thank you for choosing us!
Your information has been securely received. We’ve also sent a confirmation email for your records.

Business Expenses (Schedule C)

Completion0%

Select Your Preparer

Full name

Phone

Tax year

Business name

EIN (optional)

Enter your expenses

Advertising

Car & truck

Commissions & fees

Contract labor

Depreciation

Employee benefits

Insurance (not health)

Interest – mortgage

Interest – other

Legal & professional

Office expense

Pension/Profit-sharing

Rent – vehicles/machinery

Rent – other

Repairs & maintenance

Supplies

Taxes & licenses

Travel

Meals (50%)

Utilities

Wages

Other expenses (describe)

Upload receipts or statements (optional, multiple OK)

10 MB per file max.

Thank you! Your expense summary has been received. A confirmation email is on its way.

Returning Client

Completion0%

Select Your Preparer

Full name

Date of Birth

Email (for confirmation)

Optional, but we’ll send a confirmation if provided.

Upload documents (up to 5)

Document 1

Document 2

Document 3

Document 4

Document 5

PDF or clear images, 10 MB max per file.

Thanks! We received your info. A confirmation email will be sent if an address was provided.

Tax Preparation & Business Forms

Start your return

Spouse Information

Business Expenses (Schedule C)

Enter your expenses

Returning Client

Upload documents (up to 5)

Tax Preparation & Business Forms

Start your return

Spouse Information

Business Expenses (Schedule C)

Enter your expenses

Returning Client

Upload documents (up to 5)