Kashtax Service LLC Client intake sheet

TAX CLIENT INTAKE SHEET

Fill out the form completely. If you have any questions or problems with this form please call (727)282-7600 to speak with a representative.
How did you hear about us?
Social security number
or ITIN Number
Taxpayer Full Name

First NameMiddle NameLast Name
Gender
Birth Date

MonthDayYear
Address

Street Address

Mailing Address (if different from above)

CityState / Province

Postal / Zip Code
E-mail
example@example.com
Mobile Number
Format: (000) 000-0000.
Work Number
Format: (000) 000-0000.
Home Number
Format: (000) 000-0000.
Occupation
Filing Status
Can you be filed as a dependent of another?
Can you be claimed as a dependent?
Spouse Name

First NameLast Name
Spouse Social Security Number
Spouse Date of Birth

MonthDayYear
Full name, DOB, & Social Security Number of Dependent(s)
Do you need to file back taxes? If so, what year(s)
1040 will be Certified Mail to the IRS with receipt
What type of 1099 did you have A, B, or C?
Select Refund Type
This will be Method you receive your refund
Bank Name , Routing, and Account Number
Required for Direct Deposit*
Employer Name and Ph. #
*Self employed provide Business Name and Contact info
File Upload

Cancelof
Business Name and Address
Tax ID/EIN Number
Business Related Expenses

Other
Would you like to save money on your Auto insurance?
Bookeeping Methods
Select Investments that you currently posses or would like to posses
Would you like to have Life insurance for less than a dollar a day?
Select all Taxable/Non-taxable income you received (select all that apply)
Are you currently a homeowner or plan on becoming one in the next 2 years?
Are you currently or did you receive Unemployment
Did you receive SNAP/HOUSING or any type of assistance?
Did you, your spouse, or Dependent attend school ?
Do you want to save money on car insurance?
Take Photo of ID
How can we reach you?
Signature
Select all required tax documents you have
Upload documents below
Should be Empty:

TAX CLIENT INTAKE SHEET