Individual Tax Return Client Intake Form
1040 Individual Income Tax Return
Taxpayer Name
*
Spouse Name (if married)
First Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Taxpayer Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Spouse Phone Number (if married)
Please enter a valid phone number.
Format: (000) 000-0000.
Taxpayer Email
*
example@example.com
Spouse Email (if married)
example@example.com
Do you have dependents?
*
Please Select
Yes
No
Do you have rental property?
*
Please Select
Yes
No
Do you have investment (broker) accounts?
*
Please Select
Yes
No
Do you own a business?
*
Please Select
Yes
No
Year of last tax return filed
Year
What services will you require?
(Tax, bookkeeping, consulting, etc)
How did you hear about our firm?
*
Please enter the text in the box below
*
Submit
Should be Empty: