Client Portal

Let's Get You
Onboarded.

Complete the form below to begin working with Tax Navigator & Co. This helps us understand your situation so we can hit the ground running — no back-and-forth required.

Complete Intake Form

Tell us about yourself and your needs

List Your Documents

Let us know what you have ready

We Reach Out

Expect a response within 1–2 business days

Personal Information

First Name *

Last Name *

Email Address *

Phone Number

Date of Birth *

SSN / ITIN *

Spouse SSN / ITIN

Are you a returning client? *

Client Type *

Government-Issued ID

Please upload a copy of your government-issued photo ID (driver's license, passport, or state ID). If filing jointly, include your spouse's ID as well.

Click to upload ID

JPG, PNG, PDF — up to 10MB

Service Details

Primary Service Needed *

Tax Filing Status *

Do you have W-2 forms? *

Do you have 1099 forms? *

Self-employment or business income? *

Do you have a mortgage? *

Do you have any past due IRS obligations? *

Dependents / Children

Do you have dependents or children to claim? *

Documents

Upload any documents you have ready. You can also bring them to your onboarding call — but uploading now speeds up the process.

Click to upload documents

PDF, JPG, PNG, XLSX — up to 10MB each

Documents to Have Ready

Government-issued photo ID (driver's license or passport)

Social Security card or ITIN letter

W-2 forms from all employers

1099 forms (freelance, investment, or gig income)

Self-employment income & expense records

Mortgage interest statement (Form 1098)

Prior year tax return

Dependent's Social Security card

Dependent's birth certificate

Charitable donation receipts

Student loan interest statement

Business bank statements (if applicable)

Anything Else?

Additional Notes or Questions

Your information is kept strictly confidential and used only to prepare your services.