STUDENT INTAKE FORM 2024
English
Full Name
*
First Name
Last Name
Date of Birth
-
Month
-
Day
Year
Date
Civil Status
*
Please Select
Single
Married
Divorced
Widow
Address
*
Street Address
PO Box
City
State / Province
Postal / Zip Code
E-mail
example@example.com
Phone Number
*
Would you authorize us to contact you by text message?
Yes
No
Back
Next
Is a parent or legal guardian going to claim you as a dependent?
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 2023 tax return?
Yes
No
First and Last name(s) of parent(s) or legal guardian(s):
Are you a college student? (Form 1098-T)
Yes, if yes make sure you bring your 1098-T form
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(optional)
Routing Number
Checking 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
*
Print Form
Submit
Should be Empty: