# Personal Tax Intake Form | Protected With Love
> Start your personal tax preparation securely. One guided form covers your household, income, deductions, and expenses, then your appointment does the rest.
Canonical page: https://protectedwithlove.com/intake

# Let us start your *personal taxes.*

This guided intake captures your household, income sources, and expenses so your appointment is spent on strategy instead of spelling names. Answer what you know; we polish the rest together.

## Have this *handy.*

- Legal names, birthdates, and SSNs for you, your spouse, and dependents
- Income sources: W-2s, 1099s, and any side earnings
- Rent or mortgage details and monthly amounts
- Medical, dental, and insurance premium totals
- Charitable contributions, cash and non cash
- Retirement contributions such as a 401k or IRA

## Personal tax *intake form.*

Take your time and be accurate. Your answers are encrypted and reviewed personally by Krystal before your appointment.

Personal Tax Intake Form — available on the page.

After submitting, book your 30 minute tax appointment on the [tax calendar](https://protectedwithlove.com/tax-calendar) so we can finalize your return together.

Your information is encrypted, kept confidential, and never sold.

## What happens *next.*

### You submit securely

Everything you enter is encrypted in transit and lands directly with Krystal, never a call center.

### Krystal reviews it

Your information is checked line by line so nothing gets missed and nothing has to be asked twice.

### You hear back fast

Expect a text or email follow up, usually within one business day, with exactly what happens next.

## Questions Before You Submit?

A quick call clears most things up in minutes. It is free and there is zero obligation.

- [Book a 15 Minute Call](https://protectedwithlove.com/calendar)
- [Book a Tax Appointment](https://protectedwithlove.com/tax-calendar)
- [Call (561) 786-7171](tel:+15617867171)

Tax prep in all 50 states • Insurance licensed in FL, TX, NC, GA & AL • NPN 16261381 • 16+ years of experience

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