Client Intake

Thank you for choosing Staples Tax Service to assist with your tax needs. Please download and review the attached Consent & Disclosure forms. After signing, kindly upload them using the “Upload Documents” link located at the bottom of the page. By submitting these forms, you provide your consent for Staples Tax Service to proceed with filing your taxes.

We look forward to serving you!

Consent to Disclose

Allow us to handle your tax matters with precision by granting consent to disclose necessary information. Your privacy and trust are our top priorities.

Consent to Use Tax Return

Enable us to use your tax return information efficiently, ensuring accurate and timely assistance for your financial needs.

Schedule C Form

For our self-employed clients, the Schedule C Form is crucial. It helps us understand your business income and expenses, ensuring a comprehensive approach to your tax situation.

Schedule E Form

If you have rental income or need to report income from partnerships, S corporations, or trusts, the Schedule E Form is essential. Complete this form for accurate tax filing.