CLIENT INTAKE FORM

Shunshine Taxes Client INTAKE FORM 2026

Hello, thank you for choosing Shunshine Tax Services to help make your tax season smooth and stress-free. Please make sure all the information you provide is accurate and truthful.
Name

First NameLast Name
SPOUSE NAME (IF FILING JOINT) Apply NA IN BOXES if not applicable.

First NameLast Name
Phone Number*
Format: (000) 000-0000.
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
E-mail
example@example.com
Who is your tax preparer*
Filing Statues*
20262025202420232022
UPLOAD W2's for QUOTE

Cancelof
YesMaybeNo

Please give reference of any two people whom you feel may need help we will not contact....

Appointment
Signature Acknowledgment I confirm that all information I entered here is accurate and true. I allow Shunshine Tax Service to capture your data government ID/DL, Social security number (SSN), and other information. I have read the terms and conditions and privacy policy of Shunshine Tax Service. By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in processing your 2025 Federal Tax Return?

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Shunshine Taxes Client INTAKE FORM 2026