Client Intake Form

  • Client Intake Form

    Welcome and thank you for choosing Tanko Tax Professionals. 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!
  • NEW OR RETURNING CLIENT*

  • FILING STATUS

  • TAXPAYER

    ENTER IN YOUR INFORMATION
  • Format: (000) 000-0000.
  • Did you receive a W2?*
  • Did you or your spouse receive Unemployment Compensation? (Form 1099-G)*
  • Did you or your spouse collect Social Security or Retirement Income?*
  • Did you or your spouse take an early withdrawal from your retirement account? (Form 1099-R)*
  • Did you pay more than half of the expenses at your residence for the entire year?*
  • Did you have Health Insurance the entire year?*
  • Did you receive any of the forms listed below regarding Health Insurance? (If Applicable)*
  • Do you have an Identity Protection Pin on your IRS account? If so, please submit your pin number as an attached document. (If you are unaware of what this is then answer no)*
  • Did your spouse receive a W-2? (If Applicable)
  • Do you or your spouse own a home? (If so, please attach Mortgage Interest Form 1098)*
  • Were you or your spouse first time buyers this year?*
  • Did you pay rent for your filing year? (If so, please complete next section)*
  • Format: (000) 000-0000.
  • Will you claim any dependents who lived with you or whom you supported for more than 6 months this year?*
  • Can you or any dependents be claimed by anyone else?*
  • Did you or your spouse pay any daycare expenses for any dependents, for the filing year?*

  • BUSINESS OWNER/SELF-EMPLOYMENT

  • Did you or your spouse receive a 1099 form?*
  • Did you or your spouse incur expenses for your business or self-employment?
  • What forms of payments did your business accept from customers, clients, etc.?
  • Did you, your spouse, or a dependent attend college for the filing year?*
  • Did this person receive a Form 1098T (student statement) from the college or university they attended?*
  • Do you or your spouse owe any of the following?*
  • Did you receive your economic stimulus payments for all rounds in 2020 and 2021? If so, which ones DID you receive?*
  • How would you like to pay for your Tax Services?*
  • Are you interested in the Refund Advance Option? This loan is NOT credit based. You will get approved based on your refund amount. (Advances range from $500 - $6000)*

  • Bank Account Information

  • Type of Bank Account

  • Please upload proof of all documents: ID/Drivers License, Proof of Residency (i.e. utility bill, lease, etc.), all social security cards, proof of income (W-2s, Form 1099, Form 1098(T), etc.), business information (expense report sheets, profit loss sheet, etc. NO RECEIPTS NEEDED.....that is for your records). You can also email documents to: tankotax@gmail.com. Make sure you place your full name in the subject line.

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  • I will take full responsibility for the accuracy of the information on this Client Intake Form and understand that Tanko Tax Professionals will not hold any responsibility for any misrepresented data or false claims.*

  • If you have any questions, please contact Tanko Tax Professionals via phone 616-947-4492 or you can email us at tankotax@gmail.com

  • Thank you for choosing Tanko Tax Professionals

    "We Take the Stress away for You."

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