• Naeborhood Business Solutions

    Client Intake Form
  • What was your filing status last year ? (Skip this question if you’re a first time filer.)
    • Taxpayer Information 
    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Format: (000) 000-0000.
    • Format: (000) 000-0000.
    • Are you a full-time student? (Upload a copy of your Form 1098-T in the file upload section below.)
    • Are you totally and permanently disabled? (Upload a copy of your Form SSA-1099 in the file upload section below.)
    • Are you legally blind?
    • Are you a dependent of another taxpayer ?
    • Did taxpayer pass away between January 1, 2024 to December 31 ,2024?
    • Spouse Information  
    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Format: (000) 000-0000.
    • Format: (000) 000-0000.
    • Is your spouse a full-time student? (Upload a copy of your Form 1098-T in the file upload section below.)
    • Is your spouse totally and permanently disabled?
    • Is spouse legally blind?
    • Is this individual a dependent of another taxpayer?
    • Did spouse pass away between January 1, 2024 to December 31, 2024 ?
    • Dependents 
    • Enter your dependents here
      Rows
    • Did you, your spouse, and your dependents have health insurance within 12 months last year?
      Rows
    • Tax Related Questions 
    • Employment Status (Upload copies of your Forms W-2, 1099 NEC, proof of business profits/losses and expenses to the file upload section below.)
    • Are you contributing to 401k or other retirement account?
    • Is this your first time opening a retirement account?
    • Do you have any expenses for child care?
    • Are you currently renting?
    • What is the monthly rental amount?
    • Do you have your own home?
    • Do you have documents that shows you paid for property taxes?
    • Did you sell any stock?
    • Did you pay car registration fees for the tax year?
    • Do you have mortgage interest?
    • Do you have real estate tax?
    • Have you received notices from the IRS in the mail?
    • Did you pay taxes for the prior tax year?
    • Are you a victim of identity theft?
    • Expenses 

    • Please fill out the information within the current tax year only.

    • General Expenses
      Rows
    • Refer to this checklist in order to upload the proper documents
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    • Acknowledgment & Signature 
      • I confirm that all information I entered here is accurate and true.

      • I allow Naeborhood Business Solutions to capture my sensitive data like personal ID, government ID, social security number (SSN), financial history, work history and other necessary information for the purposes of preparing and filing my tax return.

      • I have read the terms and conditions and privacy policy of Naeborhood Business Solutions.

      • By signing below, you acknowledge that you have read and understand your responsibilities and our responsibilities in preparing and filing this tax return.
    • Date Signed*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Date Signed
       - -
      2 digit month, 2 digit day, 4 digit year
    • Please add bank account information for receiving refunds/paying taxes due. *
    • lf you receive a tax refund, please choose disbursement method.*
    • How was your experience with filling out this form?
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