Tax Preparation Client Intake Form

  • Tax Preparation Client Intake Form

    901.800.7539
  • Filing Status
    • Taxpayer Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Are you a full-time student?
    • Did you receive CHILD TAX CREDIT payments?
    • Are you totally and permanently disabled?
    • Are you legally blind?
    • Is this individual dependent of other?
    • Spouse Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Are you a full-time student?
    • Are you totally and permanently disabled?
    • Are you legally blind?
    • Is this individual dependent of other?
    • Dependents 
    • Rows
    • Rows
    • Tax Related Questions 
    • Employment Status
    • Are you contributing to 401k or other pre-tax account?
    • Is this your first time opening a pre-tax account?
    • Does your dependents have tuition expenses?
    • Do you have any expenses for child care?
    • Do you have energy star rated improvements to your home?
    • Are you currently renting?
    • Do you have your own home?
    • Do you have documents that shows you paid for property taxes?
    • Did you sold any stock?
    • Did you take money from your 401?
    • Did you pay for vehicle tax?
    • Do you have mortgage interest?
    • Do you have real estate tax?
    • Did you receive a federal tax last year?
    • Are you a victim of identity theft?
    • Expenses 
    • Please fill-up the information within the current year only.
    • Rows
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    • Acknowledgment & Signature 

    • I confirmed that all information I entered here is accurate and true. I allow C & B Tax Services to capture my sensitive data like personal ID, government ID, social security number (SSN), and other information.I’m giving C & B Tax Services permission to prepare, file, and electronic transmit my taxes andor amendment. I acknowledge that C & B Tax Services will not give out any of my personal information without my written consent. I acknowledge that I have verified all information on my intake form for accuracy before submission. I acknowledge that I will receive one copy of my return and there will be $3 fee for any additional copies. I agree to pay C & B Tax Services all fees for service. I have read the terms and conditions and privacy policy of C & B Tax Services. By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

    • Date Signed
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    • Date Signed
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