718 Tax Preparation Client Intake Form (2025)

718 Tax Preparation Client Intake Form
How did you hear about 718?*
Who referred you to 718 Tax & Financial Services? Add that person's name below in the First Name Last Name field.
First Name Last Name
Do you choose to Pay Tax Preparation Fees through (Pay-By-Return), 100% Upfront, Pay Later through ClientCredit*
Are you a business owner? If you have an EIN Letter (SS-4) from IRS, please select your business structure. You will be required to upload the letter to our portal upon tax prep.*
If you get a refund, are you interested in one of the following?*
If direct deposit, please make a note on which checking or savings account you want the funds. When at your final phase, we will ask for this information.
Filing Status*

SingleHead of HouseholdMarried Filing SeparateMarried Filing JointQualifying Widower
RETURNING CLIENTS ONLY, has information changed from prior year?

NOYES
Click Gray Bar to Expand Each Section

Dependents, as applicable.

Enter your dependents here (please be prepared to upload social security cards to our secure client portal). Due to security, please leave the SSN blank.

	Name	SSN	Date of Birth	Relationship
1
2
3
4
5
6

Tax Related Questions
Employment Status (if unemployed, please be sure to provide 1099-G from state agency).*

EmployedUnemployedSelf-employed

Did you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it? Please provide 1095 form for tax entry.*

	Yes/No	Employer	Spouse Ins	Exchange/ Marketplace	Direct with Insurer	Medicare	Medicaid
Taxpayer
Spouse
Dependent 1
Dependent 2
Dependent 3
Dependent 4
Dependent 5

Are you contributing to 401k or other pre-tax account (retirement account)?

YesNo
Is this your first time opening a pre-tax account?

YesNo
Please select what state return are you requesting? Florida residents do not file a state return. If you have state sales and use tax

State returnSchoolLocalRITACountry returns
Does your dependents have tuition expenses?

YesNo
Do you have any expenses for child care?

YesNo
Do you have energy star rated improvements to your home? (For Investment property only, not personal residence)

WindowsDoorsFurnaceOther
Are you currently renting?

YesNo
How long have you rented this property?
# of months
Do you have your own home?*

YesNo
Do you have documents that shows you paid property taxes?

YesNo
Did you sell, receive, exchange or dispose of any stock, Virtual Currency, Bitcoin, NFTs transactions? The IRS requires taxpayer to report all transactions*

YesNo
Did you take money from your 401k? If yes, please provide 1099-R*

YesNo
Did you pay for vehicle tax? (If you bought a car the bill of sale has items that are tax deductible.)

YesNo
Do you have mortgage interest? (Form 1098)*

YesNo
Do you have real estate tax? (Should be listed on Form 1098)*

YesNo
Did you receive a federal tax refund last year?*

YesNo, all liabilities have been satisfied at IRS. I will call 800-304-3107 to confirm & be prepared to pay tax prep fees upfront if there is a balance.No, had tax liability. Note: If you had a tax liability upfront payment is required. Any refund amount is subject to an offset with the IRS.
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, irs.gov*

YesNo

Expenses
Please fill-up the information within the current year only.
Heading

General Expenses - See Tax Prep Checklist for business owner expenses. Business Owners can submit separately. (The Tax Prep Checklist will be provided with your client agreement - individuals & small business owners).

	Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses

Total Expenses
Additional comments - small business owner expenses, if applicable can be submitted separately.

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

MonthDayYear
Taxpayer Signature*

Clear
Date Signed

MonthDayYear
Spouse Signature

Clear
Should be Empty: