Secure individual tax start

Start with a saved FINVERA review.

FINVERA captures the package, urgency, records status, and source context first, then reviews the record before sending the next secure document step.

Individual tax intake

Lead captured at intake | Package selected

First name

Last name

Phone

Tax year

Filing status

Records

Situation

Dependents

Number of dependents

Business name, if any

Delivery

Income sources

Dependent details, if any

Years or filing history notes

Anything else we should know?