Individual Tax Return Intake - Small Batch Standard

Please enter your details below for your individual tax return.

Name(Required)

First Last

Email(Required)

Phone(Required)

Company

So that we can link your personal and business tax return if applicable.

Service Option Selected(Required)

The Base option gets you both Federal and State (where applicable) Individual Tax Return filings and support. The Standard upgrade includes additional SBS Tax Team access and annual tax planning in October. The Premium option adds an additional tax planning meeting in July and full IRS representation. Please email brent@sbstandard.com if you have any questions about these options.

Base – $900

Standard – $1,350

Premium – $1,600

Personal Address(Required)

Street Address Address Line 2 City State ZIP Code

Date of Birth(Required)

Will you be filing jointly with your spouse?(Required)

Yes

Spouse's Name(Required)

First Last

Spouse's Email(Required)

Spouse's Phone(Required)

Spouse's Address(Required)

Street Address Address Line 2 City State ZIP Code

Spouse's Date of Birth(Required)

How many dependents will you be claiming?(Required)

Dependent 1 Name(Required)

First Last

Dependent 1 Date of Birth(Required)

Dependent 2 Name(Required)

First Last

Dependent 2 Date of Birth(Required)

Dependent 3 Name(Required)

First Last

Dependent 3 Date of Birth(Required)

Dependent 4 Name(Required)

First Last

Dependent 4 Date of Birth(Required)

Dependent 5 Name(Required)

First Last

Dependent 5 Date of Birth(Required)