Tax Preparation Client Intake Form
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  • Tax Preparation Client Intake Form

  • NOTE: If you are a returning client and we already have an intake form in our office for you!  Continue to fill out a new intake if you have changes in your household such as new job, new dependant etc. If there are NO changes ONLY fill out the first section which is the Taxpayers Information section and scroll down to the bottom, sign and click submit.

    • Taxpayer Information 
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    • Format: (000) 000-0000.
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    • Note: Call the refund offset number at 1-800-304-3107 to ensure there are not any debts or offsets that will be applied to your refund. 

    • Note: To protect clients and their dependants information we suggest that everyone have their IRS account setup. To do so follow the instructions below so that you can retrieve your ip pin and also monitor your account and process of your return. 

      1. Go to www.irs.gov

      2. Get your tax records and transcripts.

      3. Sign into Account online.

      4. Sign in using your idme information.

      5. If you need to create an idme account proceed to do so from this page.

    • Spouse Information (If Applicable) 
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    • Format: (000) 000-0000.
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    • Dependents That You Will Claim 
    • Rows
    • Tax Related Questions 
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    • BANKING INFORMATION 
    • Acknowledgment & Signature 
      • I confirmed that all information I entered here is accurate and true.

      • I allow MINORITY FINANCIALS 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 MINORITY FINANCIALS.

      • 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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