Secure Tax Intake | Ariya Tax Group

Before you begin: Please gather the tax documents that apply to you. You don't need every document listed below—only the ones relevant to your tax situation. If you're unsure whether we need something, upload it. We'd rather review it than have you leave out something important.

Step 01

Tell Us About You

Let's start with the basics.

First Name *

Last Name *

Email Address *

Phone Number *

Tax Year *

Returning Ariya Tax Group Client?

Step 02

Household & Filing Information

Help us understand your household so we can identify the filing requirements and tax benefits that may apply.

Marital Status

Number of Dependents

Did any of these situations apply during the tax year?

Birth or adoption of a child Married or divorced Bought or sold a home Paid college or education expenses Paid childcare expenses Moved to another state

Step 04

Business Owners & Entrepreneurs

If you earned money through a business, side hustle, freelance work, or independent contracting, tell us about it here.

Business Name

Business Type

Estimated Gross Income

Estimated Business Expenses

Business Notes

Step 05

Deductions & Credits

Select anything that may apply to you.

Mortgage Interest Charitable Contributions Tuition / Education Expenses Student Loan Interest Child / Dependent Care Medical Expenses Energy-Efficient Home Improvements IRA / Retirement Contributions

Step 06

Upload Your Tax Documents

Upload clear, complete copies of the documents that apply to your tax return.

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Select your tax documents PDF, JPG, JPEG or PNG

Common documents to upload:

W-2 forms
1099 forms
1098 mortgage or education forms
1095-A Health Insurance Marketplace statement
Childcare provider information
College tuition statements
Investment and brokerage statements
Retirement income documents
Business income and expense records
Prior-year tax return, especially for new clients
IRS or state tax notices received
Other documents you believe may affect your return

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Your information matters.

Tax documents contain sensitive personal information. Ariya Tax Group takes the protection and confidentiality of client information seriously.

Step 07

Anything Else We Should Know?

Taxes aren't always one-size-fits-all. Tell us about anything unusual or anything you'd like your tax professional to review.

Final Step

Review & Submit

Almost there.

I certify that the information I have provided is complete and accurate to the best of my knowledge.
I authorize Ariya Tax Group to contact me regarding my tax preparation engagement and any additional information needed to complete my return.

Please review your information before submitting.

ARIYA TAX GROUP

Let's Get Your Taxes Started.