Tax Return Preparation · Maua Consulting

Return type & tax year

Return type*

Tax year*

Service tier

Your contact info

We use your contact info to send you a resume link and follow up on your intake.

First name*

Last name*

Email*

Phone (with country code)

Preferred language

How did you hear about Maua?

Taxpayer identity

First name*

Middle name

Last name*

SSN or ITIN*

TIN (SSN/ITIN/EIN)*

Date of birth*

Filing status*

Spouse / partner info

Spouse first name

Spouse last name

Spouse SSN / ITIN

Spouse date of birth

Entity identity

Legal name*

EIN*

State of formation

Fiscal year end month

Current address

Street*

City*

State / Province

Postal code

Country*

Dependents

I have dependents to claim

W-2 Wages

Add one entry per W-2 received. Upload the PDFs below.

W-2 upload

Drag documents here or click to browse
Accepted: PDF, JPG, PNG — max 20 MB each

Self-employment (Schedule C)

I have self-employment / freelance income

Business name (if any)

Business EIN (if any)

Principal activity

NAICS code

Gross receipts / revenue

Business expenses

Advertising

Car and truck expenses

Insurance (business)

Legal and professional fees

Office expenses

Rent or lease

Supplies

Travel

Utilities

Other expenses

Home office (if applicable)

Home office sq ft

Total home sq ft

Vehicle use (if applicable)

Business miles driven

Total miles driven

1099-NEC / 1099-MISC upload

Drag documents here or click to browse
Accepted: PDF, JPG, PNG — max 20 MB each

Rental income (Schedule E)

I have rental property income

Investment income

I have bank interest income (1099-INT)

1099-INT upload

Drag documents here or click to browse
Accepted: PDF, JPG, PNG — max 20 MB each

I have dividend income (1099-DIV)

1099-DIV upload

Drag documents here or click to browse
Accepted: PDF, JPG, PNG — max 20 MB each

I have investment sales (1099-B / brokerage)

Short-term gains / (losses)

Long-term gains / (losses)

1099-B / brokerage statement

Drag documents here or click to browse
Accepted: PDF, JPG, PNG — max 20 MB each

K-1 income received

I received K-1 income from a partnership or S-corp

Partners / shareholders

Add each owner. Ownership percentages must total 100%.

Estimated tax payments

Leave blank if you made no estimated payments this year.

Q1 (Jan–Mar)

Q2 (Apr–Jun)

Q3 (Jul–Sep)

Q4 (Oct–Dec)

Prior-year info

I filed a US return last year

Refund applied to this year

Prior year AGI (for e-file PIN)

Prior year return (optional but helpful)

Drag documents here or click to browse
Accepted: PDF, JPG, PNG — max 20 MB each

Direct deposit

I want my refund by direct deposit

Bank name

Routing number (9 digits)

Account number

Account type

Additional documents

Upload any other relevant documents — other 1099s, receipts, prior year return, etc.

Drag documents here or click to browse
Accepted: PDF, JPG, PNG — max 20 MB each

Tell us about your tax situation

Return type & tax year

Your contact info

Taxpayer identity

Spouse / partner info

Entity identity

Current address

Dependents

W-2 Wages

W-2 upload

Self-employment (Schedule C)

Business expenses

Home office (if applicable)

Vehicle use (if applicable)

1099-NEC / 1099-MISC upload

Rental income (Schedule E)

Investment income

1099-INT upload

1099-DIV upload

1099-B / brokerage statement

K-1 income received

Partners / shareholders

Estimated tax payments

Prior-year info

Prior year return (optional but helpful)

Direct deposit

Additional documents

Anything else?