CLIENT INTAKE FORM

Shunshine Taxes Client Intake Form 2027

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.
E-mail
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Who is your tax preparer
Filing Status
What tax year are you filing
Please log in to your IRS Individual Online Account to access your prior-year tax records and transcripts.

Through your account, you can:

• View, print, or download your tax transcripts
• Access prior-year tax information
• Verify your Adjusted Gross Income (AGI) for filing purposes
• Review your payment history
• Check any current tax balances owed
• Securely obtain records needed to complete your tax preparation process

To access your account, visit the IRS Individual Online Account:

https://www.irs.gov/individuals/get-transcript
UPLOAD W2's for QUOTE

Cancelof
In order to file your taxes the government is requiring everyone to obtain an IP Pin. Anyone that is over the age of 18 has to have an IP Pin. Click on the link to receive your IP Pin: IP Pin Link
IP Pin Number (If applicable)

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

Rows	Full Name	Address	Contact Number
1
2

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 2026 Federal Tax Return?
Date Signed

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Should be Empty:

Shunshine Taxes Client Intake Form 2027