Axess Legal & Tax Solutions

816 E. Blue Earth Avenue
Fairmont, MN 56031

612-460-1044

Please complete this form to begin your intake process. After you have completed this, Axess Legal & Tax Solutions, LLC will reach out to you with further instructions on submitting current year tax documents and related information.

Contact information

Prefix

First name *

Middle name

Last name *

Date of birth

Emails

Address *

Type

Upon submission, a copy of this form will be sent to the primary email.

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Addresses

Street address

Country

City

State/Region

Province/Region

Zip/Postal code

Address type

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Phone numbers

Phone number

Type

Primary

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Your SSN

Are you married?

Yes

Spouse Name Spouse DOB Spouse SSN

Do you have any dependents?

Yes

Dependent Name(s) Dependent DOB(s) Dependent SSN(s)

Type of Tax Return

Individual or Joint Tax Return - Form 1040

Other

Type of return(s) needed?

What types of income do you have?

W-2 / WagesSelf-Employment IncomeRental IncomeInterest IncomeStocks / DividendsRetirement Accounts / IRA / Annuities / 401k / PensionSocial Security BenefitsK-1 - Partnership IncomeCapital GainsAlimonyFarming IncomeUnemploymentGamblingOther

Wrap Up

Attach up to three years of prior returns to have reviewed during your onboarding process to help ensure accuracy and to check your prior returns for accuracy or additional deductions and potential refunds

Attach prior year return (if available) (up to three years below)

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Attach prior years

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Attach prior years

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Please use this space to provide any additional information you wish to share

Onboard Information Complete

Submit this form to send your information to Axess LTS. Your information will be reviewed and additional information regarding setup of your client account will be provided, typically within a few days, including instructions on submitting current tax year documents, invoicing, and related information.