Welcome and thank you for choosing Sims Tax Associates. We appreciate your services. Our Client Intake Form is located below. Please take a moment to fill out the form so we can better assist you with filing your taxes. Thank You!
Are you a new or returning client? Please select the option below that apply.
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New Client
Returning Client
Full Name
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First Name
Last Name
Date of Birth
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mm/dd/yyyy
Social Security Number
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Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
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E-mail
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example@example.com
Occupation
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What school district did you live in as of December 31st, of the tax year your filing?
What tax year are you requesting to file?
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Please Select
2025
2024
2023
Multiple
Did you file your 2024 tax return?
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Yes
No
Was your 2024 tax refund offset (taken to pay off a debt) last year?
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Yes
No
What was your previous year filing status?
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Please Select
Single
Head of Household
Married Filling Jointly
Married Filling Separate
Qualifying Widow
Did Not Fill In 2019
If your filing status is HEAD OF HOUSEHOLD you will need to provide proof of residency such as lease and or utility bill. Can you provide the required documents?
Yes
No
What was your marital status as of December 31st, of the tax year your filing?
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Single (Not Married)
Married
Separated
Divorced
Qualifying widow with dependent child
If your marital status is SEPARATED can you provide a separation decree/agreement?
Yes
No
Have you or your spouse been a victim of identity theft and been given an identity theft protection pin (IPPIN)number by the IRS?
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Yes
No
If you answered yes to the previous question, please enter your 6-digit IPPIN number.
Taxpayer IPPIN Number
Spouse Full Name: (If Applicable)
First Name
Last Name
Spouse Date of Birth
mm/dd/yyyy
Spouse Social Security Number
Spouse Phone Number
Spouse Email
Spouse Occupation
Spouse IPPIN Number (If Applicable)
IPPIN Number
Did you or your spouse receive form W-2 from your employer or form 1099-NEC?
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Yes
No
Did you or your spouse receive Unemployment Compensation? (Form 1099-G)
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Yes
No
Did you or your spouse collect Social Security or Retirement Income?
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Yes
No
Did you or your spouse take an early withdrawal from your retirement account? (Form 1099-R)
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Yes
No
Did you receive any of the forms listed below regarding your Health Insurance (If Applicable)
1095A (Market Place or Obama Care)
1095C (Employer)
Do you have a HSA (Health Savings Account) account through your employer?
Yes
No
Have you ever had EARNED INCOME CREDIT disallowed by the IRS?
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Yes
No
Do you rent your home? If so, list the amount you pay monthly for rent?
Do you or your spouse own your home?
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Yes
No
Did you pay more than half of the expenses at your residence for the entire year?
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Yes
No
Did you make any ENERGY IMPROVEMENTS on your home for the tax year you are filing? If so list the amount you paid?
Did you purchase or own an electric vehicle for the tax year your filing?
Yes
No
Did you sell or exchange any stock in the tax year your filing?
Yes
No
Did you pay a significant amount in medical/dental expenses that was not covered by medical/dental insurance in the tax year your filing?
Did you pay any cash-noncash contributions to charity or non-profit organizations in the tax year you filing? (please list type of organization and amount paid)
Did you receive any State or Government assistance for the tax year your filing? For Example:
Section 8/ Subsidized Housing
SNAP (Food/Cash)
Social Security Benefits
Other
DEPENDENT INFORMATION
Are you claiming any dependents that you provided more than half the support for? If yes please fill out the required information for each dependent.
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Yes
No
Dependent # 1 Full Name
First Name
Last Name
Date of Birth
mm/dd/yyyy
Social Security Number
Relationship (son, daughter etc.)
How long did the child live with you?
Months
IPPIN (Identity Protection Pin Number) if applicable
6 digit pin
Dependent # 2 Full Name
First Name
Last Name
Date of Birth
mm/dd/yyyy
Social Security Number
Relationship (son, daughter etc.)
How long did the child live with you?
Months
IPPIN (Identity Protection Pin Number) if applicable
6 digit pin
Dependent # 3 Full Name
First Name
Last Name
Date of Birth
mm/dd/yyyy
Social Security Number
Relationship (son, daughter etc.)
How long did the child live with you?
Months
IPPIN (Identity Protection Pin Number) if applicable
6 digit pin
Dependent #4 Full Name
First Name
Last Name
Date of Birth
mm/dd/yyyy
Social Security Number
Relation to you (son, daughter etc.)
How long did the child live with you?
Months
IPPIN (Identity Protection Pin Number) if applicable
6 digit pin
Can you or any dependents be claimed by anyone else?
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Yes
No
If yes, which dependent can be claimed by someone else?
Name
Do you have joint custody of any dependents listed above? If so, please list them below.
Names
Did you pay any daycare expenses for any dependents this year?
Yes
No
Which dependents did you pay daycare for? (If Applicable)
Name
Total dollar amount of daycare paid for the entire year.
Number
Name, address and phone number of daycare provider. (If Applicable)
Name, Address, Number
COLLEGE STUDENTS
Were you, your spouse or dependents enrolled at least part time in an accredited college, trade school or university in the year you are filing?
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Yes
No
Who attended college? And how many years?(If Applicable)
Name and years attended.
Name of the accredited college, trade school or university.
Name
Was this person issued form 1098T or 1098E? (student statement from the college, trade school or university they attended).
Yes
No
If you paid for any college supplies such as book, electronics etc. Please list below the total amount you paid below. (Note you will need to provide proof of the expenses)
Do you or your spouse owe any of the following?
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Back Taxes
Child Support
Student Loans
Alimony
None
How would you like to pay for your Tax Services?
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$0 up front cost (Payment deducted from my tax refund. Bank fees will apply)
Pay upfront for my tax services (Cash, Debit, Credit, Zelle)
Are you interested in Tax Advance Loan option? This loan is not credit based. Approval decisions are determined by the bank. Advances range from $250-$7000.
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Yes
No
How will you like to receive your refund?
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Please Select
Direct Deposit
Prepaid Card
Mailed Check
Bank Information
(If receiving refund by direct deposit)
Name of Bank: (If Applicable)
Type of Bank Account
Checking
Savings
Bank Routing Number
Bank Routing Number
Re-Enter for accuracy
Bank Account Number
Bank Account Number
Re-Enter for accuracy
BUSINESS OWNER/SELF-EMPLOYMENT
NOTE: If this section does not apply to you, please skip this section of questions.
Did you own a business or was self-employed including (uber/lyft/doordash) in 2025?
Yes
No
Do you have an IRS federal EIN number (Tax ID Number) for your business. If so please enter below.
Is your business registered with the Secretary of the State? If so what type of entity is your business registered under? (LLC, Corporation, Partnership etc.)
How many years have been in business?
What is the name of your business?
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Do you have a business bank account?
Yes
No
How do you advertise your business?
Website
Social Media
Business Cards/Flyers
Other
Did you receive form 1099 MISC or 1099 NEC for any contracted work?
Yes
No
Did you incur expenses for your business or self-employment?
Yes
No
Do you have proof of all income and expenses for your business or self-employment? (Ex: Profit and loss, receipts, bank account statements, invoices, electronic payment records, mileage records, rental contracts etc.)
Yes
No
What forms of payments did your business accept from customers, clients etc.?
Cash/Zelle
Electronic Payments(credit/debit)
Merchant Account(Paypal, Square etc)
Cash App
Other
The IRS may ask you to provide receipts so please keep supporting business documents on file for at least 5 years.
How did you hear about us?
*
Please Select
Referral
Returning Client
Social Media
Business card/Flyer
Other (Please specify...)
If referred please list the first and last name of the person who referred you
Name
Please take a few moments to look over all requested information to make sure your information is complete and accurate.
I certify that all statements are true on this client intake form to the best of my knowledge. I understand that Sims Tax Associates will not hold any responsibility for any misrepresented data or false claims. I certify that i am not being coerced in any way or form to report income falsely.
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Yes
No
Please type your full name below:
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Spouse full name
Signature
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Spouse Signature
Please upload proof of all documents: ID/driver license, proof of residency (utility bill, lease etc), social security cards, for self and dependents, proof of all income (W-2s, 1099s etc), business info (expense report and profit documents if applicable). Another option to send documents are emailing them to Contact@simstaxassociates.com
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If you have any questions, please contact Sims Tax Associates via phone or text at (678) 433-9551 or you can email us at Contact@Simstaxassociates.com
Thank you for choosing Sims Tax Associates.
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