• Client Intake Form

    Client Intake Form

  • Please disregard anything that does not apply to your tax situation unless required an answer.

    • Taxpayer Information 
    •  - -
    • Format: (000) 000-0000.
    • Spouse Information 
    •  - -
    • Format: (000) 000-0000.
    • Dependents 
    • Rows
    • Tax Related Questions 

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

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

      • I allow Luxe Tax Solutions to capture my sensitive data like personal id, government id, social security number (SSN), and other information.

      • I have read the terms and conditions and privacy policy of Luxe Tax Solutions.

      • By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
    •  - -

    • Below, please upload all necessary documents to finalize your return.

      • Identification
      • Social
      • Income Documents
      • School Documents (1098-T)
      • Daycare Expenses
      • Prior year tax return (1040)
      • Mortgage Interests
    • Browse Files
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