718 Tax Preparation Client Intake Form (2026)

  • 718 Tax Preparation Client Intake Form

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  • Filing Status*
  • RETURNING CLIENTS ONLY, has information changed from prior year?

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    • Taxpayer Information 
    • Date of Birth*
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    • Format: (000) 000-0000.
    • Please acknowledge that you do have a valid government issued ID (driver's license or passport), your social security card & your dependents social security cards, as applicable. Be prepared to upload to the secure client portal or ShareFile Secure Link provided. Select at least two.*
    • Are you a full-time college student or is your dependent a full-time college student?*
    • Are you totally and permanently disabled?
    • Are you legally blind?
    • Are you a dependent on someone else's tax filing?
    • Have you filed prior year taxes?
    • Spouse Information 
    • Date of Birth
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    • Format: (000) 000-0000.
    • Are you a full-time student?
    • Are you totally and permanently disabled?
    • Are you legally blind?
    • Are you a dependent on someone else's tax filing?
    • Have you filed prior year taxes?

    • If No, what years are you behind? If other, briefly explain.        .

    • Dependents, as applicable. 
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    • Tax Related Questions 
    • Employment Status (if unemployed, please be sure to provide 1099-G from state agency).*
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    • Are you contributing to 401k or other pre-tax account (retirement account)?
    • Is this your first time opening a pre-tax account?
    • Please select what state return are you requesting? Florida residents do not file a state return. If you have state sales and use tax
    • Does your dependents have tuition expenses?
    • Do you have any expenses for child care?
    • Do you have energy star rated improvements to your home? (For Investment property only, not personal residence)
    • Are you currently renting?
    • Do you have your own home? Please provide the Form 1098 for Mortgage, as applicable.*
    • Do you have documents that shows you paid property taxes?
    • Did you sell, receive, exchange or dispose of any stock, Virtual Currency, Bitcoin, NFTs transactions? The IRS requires taxpayer to report all transactions*
    • Did you take money from your 401k? If yes, please provide 1099-R*
    • Did you pay for vehicle tax? (If you bought a car the bill of sale has items that are tax deductible.)
    • Do you have mortgage interest? (Form 1098)*
    • Do you have real estate tax? (Should be listed on Form 1098)*
    • Did you receive a federal tax refund last year?*
    • Are you a victim of identity theft? If so, please upload the IP PIN letter you received from the IRS to your client portal. If you need an IP PIN visit, https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin*
    • Expenses 

    • Please fill-up the information within the current year only.

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    • Acknowledgment & Signature 
      • I confirmed that all information I entered here is accurate and true.

      • I allow 718 Tax & Financial Services, LLC to capture my sensitive data like personal id, government id, social security number (SSN), and other information.
      • I will read the terms and conditions and privacy policy of 718 Tax & Financial Services, LLC (See client engagement agreement received from RightSignature for review & e-signing).

      • I understand that I will upload my tax documents to a secure platform provided by 718 Tax & Financial Services, LLC when instructed.

       

      • Platforms available are (click here) >718 TFS secure portal or a ShareFile secure link exclusively provided by 718 via email.
      •  If new client, please schedule your Exploratory Call from the link below, if you haven't already. Exploratory Call Link
      • I agree not to text or email my sensitive tax information as I may be subject to identity theft.  I will use the platforms available to send data securely.
      • By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
    • Date Signed
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    • Date Signed
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