Tax Client Intake Form
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  • Fill out the form below to submit your tax information. If you have any questions prior to completing this form, do not hesitate to contact us by email at info@mastermindtaxfs.com or by phone at 404-301-5591. Thank you and have a great day!

  • Tax Year*
  • Please Choose Which Forms You Want To File:*
  • Are you, the taxpayer, over the age of 65 or legally blind? (You may be entitled to extra credits)*
  • Date of Birth*
     / /
  • Format: (000) 000-0000.
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  • Do you have an Identity Protection Pin issued by the IRS?*
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  • Can someone else claim you as a dependent?*
  • Were you married as of December 31, 2025?*
  • Date of Birth
     - -
  • Format: (000) 000-0000.
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  • Payment/Refund

    (Checks will be sent via mail)
  • Select below the method that you prefer to receive your refund*
  • Account Type
  • Are you interested in applying for a cash advance? (Up to $7500)*
  • Did you file your taxes with us last year?*
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  • Did your marital status change during the year?*
  • Did you or your dependents attend a College or university or took post secondary education classes last year?*
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  • Has the student already claimed the AOTC (school credit) on 4 prior tax returns?
  • Was the student convicted of a felony for possession or distribution of a controlled substance this tax year?
  • Do you currently have an offset with the IRS (delinquent student loans, delinquent child support, tax liens etc)?*
  • Do you have any children or dependents to file?*

  • Dependents

    Should only be listed if you take care of the dependent over half of the year
  • Do your dependents have any disabilities? (You may be entitled to additional credits)
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  • *Attention*

    The IRS is requiring birth certificates now for all dependents! If you don't have the birth certificate, you can also use school records, child care records, or medical records.

    Please make sure you upload them along with social security cards!

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  • 1st Dependent Date Of Birth
     - -
  • Do you want to enter a 2nd dependent?
  • 2nd Dependent Date Of Birth
     - -
  • Do you want to enter a 3rd dependent?
  • 3rd Dependent Date Of Birth
     - -
  • Do you want to enter a 4th dependent?
  • 4th Dependent Date Of Birth
     - -
  • Would you like identity theft protection coverage?*
  • Did you pay any child care expenses throughout the year ?*

  • Child and Dependent Daycare Expenses

    If the provider is a person, enter the care provider's SSN
  • Format: (000) 000-0000.
  • Do you want to enter another child/dependent care provider?
  • Format: (000) 000-0000.

  • Income

    Please check the income sources you received at ANY time during the tax year.
  • Types of Income
  • Additional Types of Income
  • Did you receive $600 or more from a payment platform such as cashapp, paypal, venmo, zelle, stripe, square, etc...? (If Yes, Please Upload 1099-K when you upload income documents below)*

  • Upload photos of your W-2,1099, and ALL Income documents

    Attach an image of all documents that can be used to assist your tax preparer with the preparation of your tax return.
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  • Please have or create your IRS.gov account for your tax professional. Your tax professional can assist you with this if needed.

  • Do you owe the IRS from previous years?*
  • Are you a homeowner?*
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  • Do you have a business or worked as an independent contractor in 2025?*
  • If Yes please tell us what type of business you are filing (if independent contractor, please select Sole Proprietor)

  • Business Owners Data Sheet

    Schedule C

  • Let's maximize your refund with benefits of being a business owner! Please answer the following:

  • Business Income

    All business income received during the fiscal year

  • Business Expenses

    Complete to the best of your ability. In each field enter the approximate amount you spent in each category.
  • Do you carry inventory for your business?
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  • Multi-Member LLC and Partnership Tax Returns

    Please answer the following for your business
  • What is your business type?*
  • When was the business formed?*
     - -
  • Have there been any changes in membership or partnership interests during the tax year?*
  • Can you provide the profit and loss statement for the tax year?*
  • Do you have a balance sheet for the tax year?*
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  • Any capital expenditures or changes in depreciation methods?*
  • Are there any eligible tax deductions you are aware of?*
  • Were there any changes in state or federal tax laws affecting the business?*
  • Have all required business taxes been paid throughout the year?*
  • Have you prepared or received Schedule K-1 forms for each member/partner?*
  • Any changes in profit or loss allocations compared to the previous year?*
  • Are there any employee benefit plans or compensation arrangements?*
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  • Future Plans

  • Corporate Tax Returns

    Please answer the following questions for your business
  • What is your business legal structure?*
  • When was the company established?*
     - -
  • Can you provide your profit and loss statement for the tax year?*
  • Do you have a balance sheet for the tax year?*
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  • Have there been any major financial changes or extraordinary transactions?*
  • Have there been any significant capital expenditures?*
  • Are there any employee benefits or compensation arrangements to consider?*
  • Have there been any changes in employment during the tax year?*
  • Were there any issues or changes related to state or federal tax laws affecting your business?*
  • Have all required business taxes been paid throughout the year?*
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  • Future Plans

  • Personal Expenses

    Check the personal expenses you paid for during the tax year and have documentation.
  • Types of Expenses
  • Additional Types of Expenses
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  • We take pride in helping our clients with their overall financial success! Do you have any credit challenges that you would like to discuss with a credit specialist?*

  • Health Insurance

    Please make sure you answer this question to the best of your knowledge to avoid your refund being REJECTED OR DELAYED!
  • Did you or any household member have health care coverage through Healthcare.gov or marketplace/Obama care during the tax year? (Form 1095A). If you are not sure, please call 800-318-2596 (open 24/7).*
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  • Do you and/or your dependents have any medical bills? (this includes prescriptions, co-pays, vision and dental, etc...)*

  • Additional Questions

  • Do you pay tithes to your church or make monetary donations to charity or non profit?*
  • Do you pay for your parents living expenses including rent, mortgage, utilities, or medical bills?*
  • Have you ever been disallowed certain credits or had them reduced in previous years such as EIC or education credits?*

  • Please Note: Upon completion and submission of this intake form, you are acknowledging your intent to file your taxes with Mastermind Tax and Financial Services with the knowledge that you are responsible for paying the preparation fees either upfront or via your refund and in the event that your refund is taken by the IRS for taxes owed or any other obligation, you are still responsible for paying the preparation fees. If you decide to go somewhere else or decide not to file, you are still responsible for paying the preparation fees for the work we have done in preparing your tax return. In this case, you are giving permission for Mastermind Tax and Financial Services to debit your preparation fees from your bank account on file.

    Upon signature and submission of this form, you acknowledge that you have read, understand, and agree to these terms.

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