File Online | Loyal Consulting

Loyal Consulting, Inc. — File Online. Tell us what you need to get started. This intake requests preparation services; it does not file your return. Do not enter Social Security numbers, bank details, or identification numbers here. We will arrange document collection separately.

First name

Last name

Email address

Phone number

State of residence

Have you worked with Loyal Consulting before?

New client

Returning client

Preferred way for us to contact you

Email

Phone call

Tax year(s) you need prepared — for example, 2025 or 2022–2025

Income types — list any: W-2, self-employment / 1099, retirement, rental, investments, unemployment, or other

Do you expect to claim dependents?

Yes

No

Not sure

Business name and business type, if applicable

Other states where you lived or earned income during these tax years, if any

Are your tax documents ready?

Yes — ready to provide

Some documents are still missing

I need help identifying what to gather

Do you have an IRS or state tax notice related to these returns?

Yes

No

Questions or additional needs — do not include SSNs, bank details, or identification numbers

I authorize Loyal Consulting, Inc. to contact me about this service request by email or phone. I understand that submitting this intake does not file a tax return or authorize electronic filing.