Tax Preparation Client Intake Form

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.
Filing Status

SingleHead of HouseholdMarried Filing SeparateMarried Filing JointQualifying Widower

Enter your dependents here

Does your dependents have tuition expenses?

YesNo
Did you pay a childcare provider in the year 2025 to watch your children?

YesNo
Child Care Provider Name:
Child Care Provider Address:
Child Care Provider Phone Number:
Child Care Provider EIN or Social Security Number:

Document Upload
Drivers License

Cancelof
Social Security Cards

Cancelof
Birth Certificates

Cancelof
Medical Cards

Cancelof
W-2s (2025 year)

Cancelof
1099's

Cancelof
2025 tax return (if applicable and only if you filed with another preparer for that year)

Cancelof
Business Income Profit or Loss Statement

Cancelof
Utility Bill

Cancelof
Last paystub

Cancelof
1095A

Cancelof
Other Documents

Cancelof
Did you file with us last year?

YESNO
If you didn't file with us last year who did you file with?
How did you hear about us or who referred you?

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.
Name

First NameLast Name
Date

MonthDayYear
Date
Signature

Powered by Jotform SignClear
Should be Empty: