STUDENT INTAKE FORM 2025
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🚨MUST READ:
By beginning to complete or submitting this intake form, you consent to S.E.G Tax Services securely storing your information with Jotform. Please note that your intake forms are deleted after your appointment. This applies from the moment your intake form is submitted until it is deleted. Rest assured, your information will not be sold or shared with third parties or other companies, except as required by law or to prevent fraud. In certain situations, we may share client data if necessary, depending on the circumstances. The information you provide will be used solely for tax-related purposes unless you specify otherwise. If you do not agree to have your information stored, please notify us immediately, and we will provide an alternative method for proceeding with your tax filing.
Full Name
*
First Name
Last Name
Date of Birth
 -
Month
 -
Day
Year
Date
Civil Status
*
Please Select
Single
Married - if you are married please contact us right away you will need to fill out a different form
Address
*
Street Address
PO Box
City
State / Province
Postal / Zip Code
Phone Number
*
Format: (000) 000-0000.
Would you authorize us to contact you by text message?
*
Yes
No
E-mail
*
example@example.com
Back
Next
Are you in
Highschool
College (we will need form 1098-T)
How long have you been in college?
Example: 1st year, 4th year
Is a parent or legal guardian going to claim you as a dependent on their tax return?
*
Yes
No
If you are over the age of 18, do you authorize us to talk to your parent(s) or legal guardian about your 2025 tax return?
*
Yes
No, I do not wish to share this information to them.
First and Last name(s) of parent(s) or legal guardian(s):
*
Did you pay any student loans in 2025? (Need form 1098-E)
*
Yes
No
Did you buy, sell, trade or receive stocks/crypto currencies? (Form 1099-B)
*
Yes, if yes make sure you bring your form
No
Would you like direct deposit of a check mailed?
*
Please Select
Direct Deposit
Check Mailed
Type of Account
*
Please Select
Checking
Savings
Account Information
*
Routing Number
Account number
Will you be dropping off documents or coming in?
*
Dropping off
In person appointment
Sending documents online
If coming in what date is your appointment?
appointment date
Signature
*
Please verify that you are human
*
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