2025 Tax Preparation Client Intake Form

2025 Tax Preparation Client Intake Form

www.virtualmoneytax.com
Filing Status

SingleHead of HouseholdMarried Filing SeparateMarried Filing JointQualifying Widower

Enter your dependents here

Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?

General Expenses

	Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses

Banking Info
Bank Product

Refund Advance Direct DepositRefund Advance Prepaid CardSbtpg Direct DepositSbtpg CardCash/Credit Card
Banking Information

Acknowledgment & Signature
File Upload

Driver License /ID
Cancelof
File Upload

Social Security Cards
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TAX PREPARER/Affiliate
I confirmed that all information I entered here is accurate and true. I allow Virtual Money Tax Services 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 Virtual Money 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

MonthDayYear
Date
Taxpayer Signature

Clear
Date Signed

MonthDayYear
Date
Spouse Signature

Clear
Should be Empty:

Employment