New Client Intake Form

INCOME
Did you earn wages from an employer in 2021? (Will you get a W2?)

YesNoNot sure
Were you self employed during 2021 (Worked for yourself i.e. babysitter, barber etc.)

YesNoNot sure

ADDITIONAL INFORMATION
Did you or any of your dependents attend college/technical training school in 2021?

YesNo
How would you like to receive your refund?*

Direct deposit (Select if using your OWN bank account OR YOUR OWN prepaid cardMUST PROVIDE ROUTING & ACCOUNT # FOR PREPAID CARD-NOT THE CARD #)Prepaid PROVIDED BY TAX PREPARER (Select "Direct Deposit" if you are usingYOUR OWN prepaid card)Paper Check (CHECK WILL BE MAILED TO ADDRESS ON FILE )PLEASE BE SURETHAT YOU PROVIDE THE CORRECT ADDRESS.
Have you ever been issued an identity protection pin (IP PIN) from the IRS?

YesNoNot sure
Will you be applying for the taxpayer advance?*

YesNo
Do you have any outstanding debts with the IRS? State (Student loans and/or child support agencies)?*

YesNoNot sure
Supporting REQUIRED Documentation *
Attachment:

Cancelof
Please provide any additional information you feel we may need:
Signature*

Clear
By clicking submit, you the taxpayer acknowledge that you've provided accurate and truthful information to the company- A DAVIS & SONS dba Catered To You Tax Services and grant the company A DAVIS & SONS dba Catered To You Tax Services, it's independent contractors and employees, permission to access, retrieve and use the provided information and uploaded documentation to prepare your tax return for the tax year being filed.
Should be Empty:

Catered To You Tax Services Client Intake Form.