Welcome to Social Tax Services. Let’s get your intake started, organize your documents and prepare for your virtual tax appointment.
Preparing for tax year 2026 • Filing in 2027
Tell us about your tax-preparation needs through our intake form. The form opens in this tab. Review the information carefully before submitting.
Open client intake →If the button does not open, copy this address into Safari or Chrome:
https://form.jotform.com/253346129991162
Build your checklist below. Keep your documents together and wait for STS to provide approved upload instructions.
View my document checklist ↓Contact our team to request an appointment or confirm the next available time. We will explain the preparation process and fee before work begins.
Call (706) 604-0511 • Email STSYour preparer will confirm missing items, explain your quote and provide the approved document-transfer method. Review and authorize your completed return before filing.
Choose all that apply. Your preparer may request additional records.
Gather only the records that apply to your situation. Checking an item here does not send it to STS.
Social Tax Services • (706) 604-0511 • Contact your preparer for secure-upload instructions.
Yes. Start with the intake form and contact STS for appointment and secure document-transfer instructions.
Your fee depends on the services and complexity of your return. STS will explain the quote and payment terms before preparation begins.
No. They help you stay organized on this device. Your intake submission goes through Jotform, and the STS team confirms your official status separately.
No. Intake starts the process. Your return must be prepared, reviewed and authorized before transmission. Federal and state acceptance are confirmed separately.
Contact STS by phone or email for help. Do not send sensitive tax information in your message.