New Client Intake Form
  • Catered To You Tax Services Client Intake Form.

    Catered To You Tax Services Client Intake Form.

  • DO NOT COMPLETE THIS FORM UNTIL YOU HAVE ALL REQUIRED DOCUMENTATION:

    -->FORM W-2'S, ANY OTHER 2023 TAX FORMS (if applicable)

    -->CURRENT (UNEXPIRED) IDENTIFICATION

    -->BIRTH CERTIFICATE, SS CARD FOR ALL DEPENDENTS (IF NOT ON FILE)

     

  • Are you a returning customer?
    • BASIC INFORMATION 
    • Are you filing jointly with a spouse?
    • Format: (000) 000-0000.
    • DEPENDENT INFORMATION 
    • Are you claiming any dependents?*
    • INCOME 
    • Did you earn wages from an employer in 2021? (Will you get a W2?)
    • Were you self employed during 2021 (Worked for yourself i.e. babysitter, barber etc.)
    • ADDITIONAL INFORMATION 
    • Did you or any of your dependents attend college/technical training school in 2021?
    • How would you like to receive your refund?*
    • Have you ever been issued an identity protection pin (IP PIN) from the IRS?
    • Will you be applying for the taxpayer advance?*
    • Do you have any outstanding debts with the IRS? State (Student loans and/or child support agencies)?*
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    • 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.

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