W2G Group Tax Prep Intake Form

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Tax Preparation Form
YesNo
YEAR OF TAX PREP
NEWRETURNINGUNSURE
FILING STATUS
Select Filing Status *
FILING STATUS WILL BE ULTIMATELY DETERMINED BY INFORMATION GIVEN AND TAX PREPARERS DISCRETION
Number of Dependents *
TAXPAYER

ENTER IN YOUR INFORMATION
Name*

First NameLast Name
Current Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
DATE OF BIRTH*

MonthDayYear
Date
Social Security Number *
Occupation*
Phone Number*

Area CodePhone Number
Email*
example@example.com
Upload Driver's License or State Id*

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TAXPAYER IP PIN (issued from IRS yearly)
SPOUSE

YOUR SPOUSES INFORMATION, IF LEGALLY MARRIED OR PRESUMED MARRIED BY COMMON LAW STATUTE IN THE STATE YOU RESIDE IN
Name*

First NameLast Name
Date Of Birth*

MonthDayYear
Date
Social Security Number *
Occupation*
Phone Number*

Area CodePhone Number
Email*
example@example.com
Spouse's Driver's License or State Id*

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SPOUSE IP PIN (issued from IRS yearly)

LAST STEP. Please click the link to book your appt.

Book Appt

This is dedicated time to discuss important details regarding your tax return. Here you will be able to sign your documents and confirm your return has been completed successfully. Your participation is optional.

Please note if you do not select a date, your return will be completed on a first come first basis.

ETA can range between 48 hrs to 72 hrs but subject to change.
By completing this intake form, you agree that the information provided is true and accurate to your knowledge ;you have or can provide supporting documents in case you are subjected to an audit.
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