Secure tax intake

Start your tax intake.

This takes about 15 minutes. Have your ID, Social Security card, income documents and bank details ready. Nothing is saved in your browser, so please finish in one sitting.

How we protect your information: your form goes straight to our own server over HTTPS. Your Social Security numbers, date of birth, ID, bank numbers and every uploaded file are encrypted before they are stored, and only the owner of Stay The Course Society can view them.

Required field. Spouse fields become required when you choose Married filing jointly.

Business information
This field is required.
This field is required.
Please choose an option.
9 digits. Leave blank if you don't have one yet.EIN must be 9 digits (XX-XXXXXXX).
Please choose an option.
Enter a 4-digit year.
This field is required.
This field is required.
This field is required.
Please choose an option.
Enter a 5-digit ZIP code.
Enter a whole number.
Please choose an option.
Please choose an option.
Enter a whole dollar amount.
Enter a whole dollar amount.
Cash: income when received. Accrual: income when earned.Please choose an option.
This field is required.
Taxpayer informationOwner / responsible party
The status that applies to you on the last day of the tax year.Please choose an option.
Please choose an option.
This field is required.
This field is required.
Enter a valid date of birth.
SSN must be 9 digits (XXX-XX-XXXX).
Enter a valid US phone number.
Enter a valid email address.
Identity verification
Enter your ID number.
Enter a valid issue date.
Enter a valid expiration date.
ID / license (front)
PDF, JPG, PNG, HEIC or WEBP. Up to 10 MB per file. You can add several files.
    Please add at least one file.
    ID / license (back)
    PDF, JPG, PNG, HEIC or WEBP. Up to 10 MB per file. You can add several files.
      Please add at least one file.
      Social Security card
      PDF, JPG, PNG, HEIC or WEBP. Up to 10 MB per file. You can add several files.
        Please add at least one file.
        Address informationOwner home address
        This field is required.
        This field is required.
        Please choose an option.
        Enter a 5-digit ZIP code.
        Direct deposit information

        Where you want your refund deposited.Where the business refund should be deposited.

        This field is required.
        Please choose an option.
        Routing number must be 9 digits and valid.
        Account number must be 4 to 17 digits.
        Account numbers don't match.
        Taxpayer status
        Full-time for at least 5 months of the year.Please choose an option.
        Please choose an option.
        Please choose an option.
        Employment & income
        Please choose an option.
        This field is required.
        Please choose an option.
        W-2s & income documents
        Required for everyone: W-2s, 1099s (including 1099-G / 1099-R), SSA-1099, 1098s and similar. PDF, JPG, PNG, HEIC or WEBP, up to 10 MB each. Add as many as you need.
          Please add at least one file.
          Spouse information (if filing jointly)

          Required when your filing status is Married Filing Jointly.

          This field is required.
          This field is required.
          Enter a valid date of birth.
          SSN must be 9 digits (XXX-XX-XXXX).
          Dependent information

          A qualifying child or relative who relies on you for support. Add one entry per dependent.

          Dependent Social Security cards (if applicable)
          PDF, JPG, PNG, HEIC or WEBP. Up to 10 MB per file. You can add several files.
            Please add at least one file.
            Deductions & credits (estimated amounts)

            Rough amounts are fine. Leave blank if they don't apply.

            Enter a whole dollar amount.
            Enter a whole dollar amount.
            Enter a whole dollar amount.
            Enter a whole dollar amount.
            Enter a whole dollar amount.
            Enter a whole dollar amount.
            Self-employed / business owners

            Shown because you said you own a business or work as a contractor.

            This field is required.
            This field is required.
            EIN must be 9 digits (XX-XXXXXXX).
            Enter a 4-digit year.
            Enter a whole dollar amount.
            Enter a whole dollar amount.
            Please choose an option.
            Business documents
            Business documents
            Prior-year business return, profit & loss, bank statements, 1099s, payroll reports. PDF, JPG, PNG, HEIC or WEBP, up to 10 MB each.
              Please add at least one file.
              Payment preference
              How would you like to pay the prep fee? Please choose a payment option.
              Referral information
              This field is required.
              Questions? (510) 205-7587 · [email protected]