• Tax Preparation Client Intake Form

  • Filing Status*
    • Taxpayer Information 
    • Date of Birth*
       - -
    • Format: (000) 000-0000.
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    • Are you a full-time student?*
    • 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 
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    • Tax Related Questions 
    • Employment Status*
    • Are you contributing to 401k or other pre-tax account?
    • Please select what state return are you requesting?
    • Does your dependents have tuition expenses?
    • Do you have tuition expenses?
    • Are you currently renting?
    • Do you have your own home?
    • 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?
    • Expenses 

    • Please fill-up the information within the current year only.

      This is use for itemized tax returns only. 

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    • Acknowledgment & Signature 

    • I confirmed that all information I entered here is accurate and true. I allow The Consultants Center, LLC to capture my sensitive data like personal id, government id, social security number (SSN), and other information. I have read the terms and conditions and privacy policy of the Consultants Center, LLC. By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

    • Date Signed*
       - -
    • Date Signed
       - -

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