Income Tax Intake | Chronicles of Numbers

Thank you for choosing Chronicles of Number for your Tax Services.

We will provide a courtesy copy of your return. Additional copies will be available for $25 each.

Income Tax Intake Form 2025

This field is hidden when viewing the form
Verified Previous Full Submission
Please enter the primary tax payer's SSN for verification.
SS#*
Are you only uploading documents?*
- Yes, I am just uploading documents to go with the form I have already submitted
- No, I am completing the form for the first time.
Primary Taxpayer Information
Please Note that you can "Save and Continue" this form later by using the link at the bottom of the page next to the "Submit" button.
Primary Taxpayer Name*
Prefix First Middle Last Suffix
Email*
Enter Email Confirm Email
Date of Birth*
Month
Day
Year
Driver's License # or Official ID #*
ID Issue Date*
Month
Day
Year
ID Expiration Date*
Month
Day
Year
Occupation*
Chronicles of Numbers Passcode*
Please set a 4-6 digit passcode that we can use to identify you. Please keep this passcode confidential.
Do you have an IRS Identity PIN?*
- Yes
- No
IRS Identity PIN*
Enter your 6 digit IRS Identity PIN.
Please Answer the Following
Did Chronicles of Numbers, LLC prepare your last return?*
- Yes
- No
How did you learn of Chronicles of Numbers, LLC?
Where did you file your prior year return?*
Has a copy of prior year return been provided to Chronicles of Numbers, LLC?*
- Yes
- No
Please upload a copy of last year's return
Drop files here or

Max. file size: 64 MB.
Have you had any tax return issues in the past 3 years?*
- Yes
- No
Please Explain*
If you receive a refund, do you want to use direct deposit?*
- Yes
- No
9-Digit Routing Number*
Bank Account Number*
Were you married on December 31st?*
- Yes
- No
Were you living together in July?*
- Yes
- No
Spouse
Spouse's Name*
Prefix First Middle Last Suffix
Email*
Enter Email Confirm Email
Date of Birth*
Month
Day
Year
SS#*
Driver's License or Official ID*
ID Issue Date*
Month
Day
Year
ID Expiration Date*
Month
Day
Year
Occupation*
Personal Information
Address*
Street Address Address Line 2 City State ZIP Code
Home Phone*
Spouse's Home Phone
Your Cell Phone*
Spouse's Cell Phone
Your Work Phone*
Spouse's Work Phone
Household
Please list everyone living at your address, including yourself.*
Please add one person per line. Press the "+" to add another line.
First Name Last Name
How many dependents are you claiming?*
Dependent 1
Name*
First Last
SS#*
Date of Birth*
Month
Day
Year
Does Dependent 1 attend daycare or before/after school care?*
- Yes
- No
Name of care provider / institution:*
Is Dependent 1 a student? (elementary, middle, high school, college)?*
- Yes
- No
School Name*
Is Dependent 1 disabled?*
Disabled is defined as they are on a disability program.
- Yes
- No
Official Documentation for disabled dependents*
You must provide official documentation PRIOR to electronically submitting a return. Examples of documentation may include, but not be limited to, the following: Disability Letter from Doctor (will be verified), Notice from Social Security Administration, Immobility Card with Photo ID, etc.
Drop files here or

Max. file size: 64 MB.
Did the dependent reside with you for at least 6 months this past year?*
- Yes
- No
Dependent 1’s relationship to you*
- son
- daughter
- brother
- sister
- step child
- niece
- nephew
- grandchild
- court-ordered foster child
- adopted child
Please upload Proof / Court Documents*
Drop files here or

Max. file size: 64 MB.
Who are the Biological Parents?
Biological Mother's Name*
First Middle Last
Biological Father's Name*
First Middle Last
Dependent 2
Name*
First Last
SS#*
Date of Birth*
Month
Day
Year
Does Dependent 2 attend daycare or before/after school care?*
- Yes
- No
Name of care provider / institution:*
Is Dependent 2 a student? (elementary, middle, high school, college)?*
- Yes
- No
School Name*
Is Dependent 2 disabled?*
Disabled is defined as they are on a disability program.
- Yes
- No
Official Documentation for disabled dependents*
You must provide official documentation PRIOR to electronically submitting a return. Examples of documentation may include, but not be limited to, the following: Disability Letter from Doctor (will be verified), Notice from Social Security Administration, Immobility Card with Photo ID, etc.
Drop files here or

Max. file size: 64 MB.
Did the dependent reside with you for at least 6 months this past year?*
- Yes
- No
Dependent 2’s relationship to you*
- son
- daughter
- brother
- sister
- step child
- niece
- nephew
- grandchild
- court-ordered foster child
- adopted child
Please upload Proof / Court Documents*
Drop files here or

Max. file size: 64 MB.
Who are the Biological Parents?
Biological Mother's Name*
First Middle Last
Biological Father's Name*
First Middle Last
Dependent 3
Name*
First Last
SS#*
Date of Birth*
Month
Day
Year
Does Dependent 3 attend daycare or before/after school care?*
- Yes
- No
Name of care provider / institution:*
Is Dependent 3 a student? (elementary, middle, high school, college)?*
- Yes
- No
School Name*
Is Dependent 3 disabled?*
Disabled is defined as they are on a disability program.
- Yes
- No
Official Documentation for disabled dependents*
You must provide official documentation PRIOR to electronically submitting a return. Examples of documentation may include, but not be limited to, the following: Disability Letter from Doctor (will be verified), Notice from Social Security Administration, Immobility Card with Photo ID, etc.
Drop files here or

Max. file size: 64 MB.
Did the dependent reside with you for at least 6 months this past year?*
- Yes
- No
Dependent 3’s relationship to you*
- son
- daughter
- brother
- sister
- step child
- niece
- nephew
- grandchild
- court-ordered foster child
- adopted child
Please upload Proof / Court Documents*
Drop files here or

Max. file size: 64 MB.
Who are the Biological Parents?
Biological Mother's Name*
First Middle Last
Biological Father's Name*
First Middle Last
Dependent 4
Name*
First Last
SS#*
Date of Birth*
Month
Day
Year
Does Dependent 4 attend daycare or before/after school care?*
- Yes
- No
Name of care provider / institution:*
Is Dependent 4 a student? (elementary, middle, high school, college)?*
- Yes
- No
School Name*
Is Dependent 4 disabled?*
Disabled is defined as they are on a disability program.
- Yes
- No
Official Documentation for disabled dependents*
You must provide official documentation PRIOR to electronically submitting a return. Examples of documentation may include, but not be limited to, the following: Disability Letter from Doctor (will be verified), Notice from Social Security Administration, Immobility Card with Photo ID, etc.
Drop files here or

Max. file size: 64 MB.
Did the dependent reside with you for at least 6 months this past year?*
- Yes
- No
Dependent 4’s relationship to you*
- son
- daughter
- brother
- sister
- step child
- niece
- nephew
- grandchild
- court-ordered foster child
- adopted child
Please upload Proof / Court Documents*
Drop files here or

Max. file size: 64 MB.
Who are the Biological Parents?
Biological Mother's Name*
First Middle Last
Biological Father's Name*
First Middle Last
Dependent 5
Name*
First Last
SS#*
Date of Birth*
Month
Day
Year
Does Dependent 5 attend daycare or before/after school care?*
- Yes
- No
Name of care provider / institution:*
Is Dependent 5 a student? (elementary, middle, high school, college)?*
- Yes
- No
School Name*
Is Dependent 5 disabled?*
Disabled is defined as they are on a disability program.
- Yes
- No
Official Documentation for disabled dependents*
You must provide official documentation PRIOR to electronically submitting a return. Examples of documentation may include, but not be limited to, the following: Disability Letter from Doctor (will be verified), Notice from Social Security Administration, Immobility Card with Photo ID, etc.
Drop files here or

Max. file size: 64 MB.
Did the dependent reside with you for at least 6 months this past year?*
- Yes
- No
Dependent 5’s relationship to you*
- son
- daughter
- brother
- sister
- step child
- niece
- nephew
- grandchild
- court-ordered foster child
- adopted child
Please upload Proof / Court Documents*
Drop files here or

Max. file size: 64 MB.
Who are the Biological Parents?
Biological Mother's Name*
First Middle Last
Biological Father's Name*
First Middle Last
Dependent 6
Name*
First Last
SS#*
Date of Birth*
Month
Day
Year
Does Dependent 6 attend daycare or before/after school care?*
- Yes
- No
Name of care provider / institution:*
Is Dependent 6 a student? (elementary, middle, high school, college)?*
- Yes
- No
School Name*
Is Dependent 6 disabled?*
Disabled is defined as they are on a disability program.
- Yes
- No
Official Documentation for disabled dependents*
You must provide official documentation PRIOR to electronically submitting a return. Examples of documentation may include, but not be limited to, the following: Disability Letter from Doctor (will be verified), Notice from Social Security Administration, Immobility Card with Photo ID, etc.
Drop files here or

Max. file size: 64 MB.
Did the dependent reside with you for at least 6 months this past year?*
- Yes
- No
Dependent 6’s relationship to you*
- son
- daughter
- brother
- sister
- step child
- niece
- nephew
- grandchild
- court-ordered foster child
- adopted child
Please upload Proof / Court Documents*
Drop files here or

Max. file size: 64 MB.
Who are the Biological Parents?
Biological Mother's Name*
First Middle Last
Biological Father's Name*
First Middle Last
Dependent 7
Name*
First Last
SS#*
Date of Birth*
Month
Day
Year
Does Dependent 7 attend daycare or before/after school care?*
- Yes
- No
Name of care provider / institution:*
Is Dependent 7 a student? (elementary, middle, high school, college)?*
- Yes
- No
School Name*
Is Dependent 7 disabled?*
Disabled is defined as they are on a disability program.
- Yes
- No
Official Documentation for disabled dependents*
You must provide official documentation PRIOR to electronically submitting a return. Examples of documentation may include, but not be limited to, the following: Disability Letter from Doctor (will be verified), Notice from Social Security Administration, Immobility Card with Photo ID, etc.
Drop files here or

Max. file size: 64 MB.
Did the dependent reside with you for at least 6 months this past year?*
- Yes
- No
Dependent 7’s relationship to you*
- son
- daughter
- brother
- sister
- step child
- niece
- nephew
- grandchild
- court-ordered foster child
- adopted child
Please upload Proof / Court Documents*
Drop files here or

Max. file size: 64 MB.
Who are the Biological Parents?
Biological Mother's Name*
First Middle Last
Biological Father's Name*
First Middle Last
Dependent 8
Name*
First Last
SS#*
Date of Birth*
Month
Day
Year
Does Dependent 8 attend daycare or before/after school care?*
- Yes
- No
Name of care provider / institution:*
Is Dependent 8 a student? (elementary, middle, high school, college)?*
- Yes
- No
School Name*
Is Dependent 8 disabled?*
Disabled is defined as they are on a disability program.
- Yes
- No
Official Documentation for disabled dependents*
You must provide official documentation PRIOR to electronically submitting a return. Examples of documentation may include, but not be limited to, the following: Disability Letter from Doctor (will be verified), Notice from Social Security Administration, Immobility Card with Photo ID, etc.
Drop files here or

Max. file size: 64 MB.
Did the dependent reside with you for at least 6 months this past year?*
- Yes
- No
Dependent 8’s relationship to you*
- son
- daughter
- brother
- sister
- step child
- niece
- nephew
- grandchild
- court-ordered foster child
- adopted child
Please upload Proof / Court Documents*
Drop files here or

Max. file size: 64 MB.
Who are the Biological Parents?
Biological Mother's Name*
First Middle Last
Biological Father's Name*
First Middle Last
Dependent 9
Name*
First Last
SS#*
Date of Birth*
Month
Day
Year
Does Dependent 9 attend daycare or before/after school care?*
- Yes
- No
Name of care provider / institution:*
Is Dependent 9 a student? (elementary, middle, high school, college)?*
- Yes
- No
School Name*
Is Dependent 9 disabled?*
Disabled is defined as they are on a disability program.
- Yes
- No
Official Documentation for disabled dependents*
You must provide official documentation PRIOR to electronically submitting a return. Examples of documentation may include, but not be limited to, the following: Disability Letter from Doctor (will be verified), Notice from Social Security Administration, Immobility Card with Photo ID, etc.
Drop files here or

Max. file size: 64 MB.
Did the dependent reside with you for at least 6 months this past year?*
- Yes
- No
Dependent 9’s relationship to you*
- son
- daughter
- brother
- sister
- step child
- niece
- nephew
- grandchild
- court-ordered foster child
- adopted child
Please upload Proof / Court Documents*
Drop files here or

Max. file size: 64 MB.
Who are the Biological Parents?
Biological Mother's Name*
First Middle Last
Biological Father's Name*
First Middle Last
Document Uploads
Please enter your tax payer information above before uploading documents.
You have not submitted a completed form. Please complete the entire intake form once before uploading additional documents.
Please upload all files here*
Please upload your driver’s license, any birth certificates, W-2s, 1099s, mortgage statements, proof of residency, etc.
Drop files here or

Max. file size: 64 MB.
Accuracy Acknowledgment
Consent*
I attest that the above information is accurate and true to the best of my knowledge. I understand that if any of the above information provided is not true, I can be held personally liable for all fees associated with filling my federal and state income tax return fees electronically. I have also attested to the accuracy of the information denoted by my consent above.
I agree to the Following:
Disclosures - “All” Situations
Consent is sought for use of tax return information under any circumstance. Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. You are not required to complete this form. If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year.
Consent*
Please note the above consent is for preparation of your income tax returns. Internal Revenue Service requires additional consent to disclose tax return information beyond preparation. If you will need this information provided from Chronicles of Numbers, LLC to another party, you are required to complete additional disclosures. Examples where additional disclosures will be needed are for mortgages, vehicle loans, etc.
I authorize Chronicles of Numbers, LLC to use all income tax documents, schedules, etc., for any purpose requested by the tax preparer or the client.
PRIVACY STATEMENT
If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by email at complaints@tigta.treas.gov. PRIVACY STATEMENT Your privacy is very important to us at Chronicles of Numbers, LLC. We are providing this statement to inform you about the types of information we collect from you, and how we may disclose or use that information in connection with the services we provide. This Privacy Statement describes the privacy practices of our company as required by law. During the course of providing our services to you, we may offer you various other services that may be of interest to you based on our determination of your needs through analysis of your data. Your use of the services we offer constitutes consent to our disclosure of tax information to the service providers. If at any time you wish to limit your receipt of promotional offers based upon information you provide, you may call us at (318) 424-6532.
Your Signature*
More Information
Our goal is to provide you with financial education and assistance beyond your annual tax return.
Please check below if you would like more information on any of the following services (select all that apply):
- Select All
- Business Startup
- Business Checkup (existing businesses)
- Paying off debt/Financial Independence
- Life insurance (personal or key man coverage for business)
- Legal protection (will, living will, power of attorney, traffic tickets, other personal legal matters) for you, your business, or employees
- Identity theft protection

We will provide a courtesy copy of your return. Additional copies will be available for $25 each.

First Name	Last Name

Income Tax Intake Form 2025

Please enter the primary tax payer's SSN for verification.

Primary Taxpayer Information

Please Answer the Following

Spouse

Personal Information

Household

Dependent 1

Who are the Biological Parents?

Dependent 2

Who are the Biological Parents?

Dependent 3

Who are the Biological Parents?

Dependent 4

Who are the Biological Parents?

Dependent 5

Who are the Biological Parents?

Dependent 6

Who are the Biological Parents?

Dependent 7

Who are the Biological Parents?

Dependent 8

Who are the Biological Parents?

Dependent 9

Who are the Biological Parents?

Document Uploads

Accuracy Acknowledgment

Disclosures - “All” Situations

PRIVACY STATEMENT

More Information