Client Intake Form
  • Date of Birth*
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  • Date of Birth
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  • Dependent Date of Birth
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  • Dependent Date of Birth
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  • Head Of Household Filers must present one of the following to file this status. Pick one of the 3 options that you will submit to be approved to file head of household.
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  • Filing Status*
  • Did you receive a refund last year?
  • Were you ever disallowed the E.I.T.C prior to this year?
  • Did you purchase health thru healthcare.gov Marketplace Insurance (Obama Care)?
  • If yes, did you receive a 1095-A Form
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  • Did you recieve Unemployment in 2022?*
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  • Do you owe any delinquent?*
  • Did you collect social security or retiremment income?
  • Audited by the IRS last year?
  • Are you Self- Employed?
  • Did you filed taxes last year?
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  • Did you make college tuition payments and received a 1098-T from last year?
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  • Jay's Tax Solutions will prepare your 2022 individual tax return from the information you furnished to us. You, the taxpayer, are ultimately responsible for the preparation and filing of your tax return. I, the Taxpayer named above, have provided to Jay's Tax Solutions the attached tax information and to the best of my knowledge this information is true, correct, and complete.

  • Date*
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  • Should be Empty: