2025 Tax Preparation Client Intake Form

  • 2025 Tax Preparation Client Intake Form

    www.virtualmoneytax.com
  • Filing Status
    • Taxpayer Information 
    •  - -
    • 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?
    • Spouse Information 
    •  - -
    • 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

    • Employment

      W2/ 1099
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    • 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?
    • Please select what state return are you requesting?
    • 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
    • Banking Info 
    • Bank Product
    • Insurance 
    • Do you are your Dependent have Insurance
    • Acknowledgment & Signature 
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    • 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.

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