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Tax Intake

Tax Information Form

Please Provide The Following information for your Tax Filings. Make sure information is accurate as to any missing information will delay your filings. Thank you for using  Stable Agency Group, Inc​

Select an option

If you answered yes to expedite prior year filings, we need your IRS IP pin issued by IRS.gov & your last years AGI which all can be found on their website by clicking the link

or referencing line 11 of your last years 1040.

Upload File
Upload supported file (Max 15MB)
Upload File
Upload supported file (Max 15MB)
Upload File
Upload supported file (Max 15MB)
Upload File
Upload supported file (Max 15MB)
Upload File
Upload supported file (Max 15MB)
Upload File
Upload supported file (Max 15MB)
Upload File
Upload supported file (Max 15MB)

If you are having trouble uploading forms and/or need to send additional docs you can send them via email to info@stableagencygroup.com 

Select an option

I understand that Stable Agency Group, Inc does not provide legal advise and all tax filings are based solely on the documents and information provided

By submitting you confirm & acknowledge that your information entered is accurate and authorize Stable Agency Group, Inc. to prepare and e-file your return. If your tax situation requires additional forms, or payment we will notify you before any work is completed. All forms & payments must be agreed upon before we can proceed.

How did you hear about Stable Agency Group?

S.A.G. - Refer a friend earn rewards up to $25pp

If you have more than 2 referrals you can email any information to Stableagencygroup@gmail.com

Thanks for submitting!

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Individual/Family

Individual $99 simple return

  • Must be W2 employee NO 1099

  • No dependents 

  • No Mortgage/ Rental Income

Family Tax Prep - Married $199

  • No dependents

  • No mortgage

  • No 1099 income

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Seniors

Simple return $69 Applies if:

  • Age 65+

  • Pension or 1099-R

  • No dependents

  • No mortgage​​​

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Referral Rewards Program

Earn $ rewards when someone you refer completes a tax preparation service with us.
Referral payouts range from $10–$25, depending on the type of filing completed.

Referral Reward Amounts:

• $10 — Individual Filing
• $20 — Family Filing
• $25 — Business Filing
• $25 — Business Formation


Rewards are issued after the new client’s service is completed.

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