Form

Tax Preparation

Intake Form
Hi

Thank you for trusting ToiBox Tax Solutions with your tax needs. To ensure that you are properly served, please take a brief moment and fill out the form below. If you have any questions or concerns please feel free to contact us via email @ toiboxtaxsolutions@gmail.com or 678-229-1458
Tax Season Year
New Or Returning Client
Filing Status
Filing Status will be ultimately determined by information given and tax preparers discretion.
Number of Dependents
TaxPayer

Enter In Your Information
Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Tax Payer's Date Of Birth

MonthDayYear
Date
Tax Payer's Social Security Number
Occupation
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Valid ID

Cancelof
TaxPayer IP PIN (issued from IRS yearly)
Spouse

Your Spouses information, if legally married or presumed married by common law statue in the state you reside in.
Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Social Security Number
Occupation
Phone Number
Email
example@example.com
Spouse's Drivers License or State Id

Cancelof
Spouse IP PIN ( issued from the IRS yearly )
How would you like to receive your tax refund?
First Stimulus amount ( $1200 for adult and $500 per dependent )
Second Stimulus ( $600 per person) ( if you didn't receive it put 0.00 )

Tax Preparation