Tax Intake
Start your individual or self-employed tax return. Complete your intake information to begin.
Complete Tax Intake ↗TAXES BY TAN JAY, LLC
FILE WITH
TAN JAY
INDIVIDUALS · FAMILIES · SELF-EMPLOYED
Professional tax preparation. Personal attention.
Virtual and in-person appointments available.
Individuals, families & self-employed clients
Tallahassee, Florida · Virtual appointments available
Tallahassee, Florida · Virtual appointments available
EXPLORE THE TAXES BY TAN JAY EXPERIENCEgettaxesbytanjay.com ↗
YOUR SERVICE. YOUR NEXT STEP.
CHOOSE YOUR SERVICE
Select the service you need and complete its form online. You can get started without calling or messaging first.
Amended Tax Returns
Need to correct a return that was already filed? Complete the amended-return form with the details of your request.
Start Amended Return ↗Back Taxes
Have prior-year returns that still need to be filed? Use the back-tax form to tell us which years you need help with.
Start Back Taxes ↗Schedule an Appointment
Choose this form to request an appointment for tax services. Virtual and in-person appointments are available.
Schedule an Appointment ↗Each button opens the matching Jotform in a new tab. Submitting a form starts your request; it does not file a return or confirm an appointment.
View the document checklist ↓IRS Authorized E-File ProviderIndividual & Schedule C returnsAppointments that fit your life
A simple place to begin
3 EASY STEPS
Whether we meet virtually or in person, getting your information together helps us make the most of your appointment.
01
CHOOSE YOUR FORM
Tell us a little about yourself and the tax help you need. Complete the intake form to begin your appointment request.
02
GATHER DOCUMENTS
Gather identification, income records, and any dependent or business information that applies. Use the checklist below as a starting point.
03
REVIEW WITH TAN
We’ll review your information, discuss missing items, and confirm next steps before preparing your return. Refund amounts and timing depend on your situation.
Before your appointment
YOUR TAX
DOCUMENT CHECKLIST
Your document needs depend on your return. Keep clear, complete copies ready, and ask if you’re unsure what applies.
Protect your personal information. Request the designated document-upload method from Tan. Please don’t send Social Security numbers or tax documents through social media or regular email.
- ✓Identification & taxpayer informationPhoto ID and Social Security or ITIN documentation for taxpayers and dependents, as applicable.
- ✓Income documentsW-2s, applicable 1099s, and records of other income.
- ✓Dependent & household recordsResidency, support, childcare, or education documents when relevant.
- ✓Self-employment recordsBusiness income, expense totals, receipts, and mileage records for your Schedule C.
- ✓Previous returns & IRS lettersA prior-year return and any tax notices or correspondence that need review.
Tax help built around you
OUR SERVICES
01 /
Individuals & families
Tax preparation for W-2 earners, parents, students, and seniors—including nurses, teachers, and public safety professionals.
02 /
Self-employed & gig workers
Schedule C preparation for rideshare drivers, truck drivers, beauty professionals, and other self-employed clients.
03 /
More than this year’s return
Start with the Amended Tax Returns or Back Taxes form above. For tax planning or IRS correspondence, use Schedule an Appointment.
Good questions. Clear answers.
Before you get started.
Do I need to contact Tan before completing a form?
No. Choose the service you need above and complete its form yourself. Tan will review your submission and follow up on next steps or missing information.
Can I work with you virtually?
Yes. Virtual and in-person appointments are available. Use the Schedule an Appointment form to submit your appointment request online.
What if I’m missing a document?
Let Tan know what is missing. Additional documents may be needed before your return can be prepared or filed.
Does completing the intake file my taxes?
No. The intake starts the process. Your information still needs to be reviewed, your return prepared, and required filing authorizations completed.
How much will my tax preparation cost?
Pricing depends on your return and the services needed. Contact Tan for a quote and review the preparation fee and any applicable additional fees before proceeding.
GET STARTED ONLINE
LET’S GET
STARTED.
Select your service and complete the matching form. Get started at your convenience.
CHOOSE YOUR SERVICE ➜