Stafford Tax Pro's
Client intake form
Please take the time out to read the entire form thoroughly.
This form is for New and Existing clients for Stafford Tax Pro's, for the upcoming tax season (starts January 2026). Submit this form ONLY if you are choosing Stafford Tax Pro's to be your Professional Tax Preparation Company. Completing this form will create your customer portal, which you will have 100% access to and make your tax filing a more seamless process for this season and every year after that you choose us. If you have any questions, please email me at deondria.stafford@mail.com or you can text us at (912) 785-1069. *Reminder: this is a TEXT ONLY number*
Name
Prefix
First Name
Middle Name
Last Name
Suffix
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
has your name or address changed since last year?
Yes, my name has changed
Yes, my address has changed
No, my name hasn't changed
No, my address hasn't changed
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Date of Birth
Please enter a valid birthdate mm/dd/yyyy
Email
example@example.com
preferred contact method
text
email
call
Would you like to upload your id now?
yes
will provide later
File Upload
Browse Files
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Choose a file
Cancel
of
Filing Status*
Single
Head of Household
Married Filing Jointly
Married Filing Separately
Dependents*
YES
NO
For each dependent, include:
For each dependent, include:
Rows
dependent 1
Dependent 2
Dependent 3
dependent 4
Full Name:
SSN:
DOB:
Relationship to you:
Months lived with you:
Did you provide over 50% of support?
Is anyone else claiming this dependent?
Childcare expenses paid?
Has this dependent been claimed by anyone else in the last 2 years?
Upload Social Security Card(s) for yourself and/or dependent(s) if applicable:
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of
Income type*
W2 Only
Self Employed / Side Hustle / cash ONLY
1099-NEC / 1099-MISC
W2+Self Employed
No Income Earned
Other income/benefits received*
Social Security disability (ssdi)
Supplemental Security Inscome (ssi)
Social Security retirement
veterans benefits
Unemployment compensation
workers' compensation
pension / annuity
Child support received (not taxable, but useful information)
Rental Income
Interest / Dividends
Gambling / Prizes
Lawsuit Settlements
other (please explain): _____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Upload all documents pertaining to your income selections above, if applicable:
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Drag and drop files here
Choose a file
Cancel
of
Did you pay for childcare?
Yes
No
Did you attend school or pay for tuition?
Yes
No
Student loan interest paid?
Yes
No
Health Insurance through Marketplace?
Yes
No
Did you purchase an EV or solar panels?
Yes
No
Paid estimated taxes?
Yes
No
I'm not sure
IRA or retirment contributions?
Yes
No
SELF-EMPLOYED SECTION ONLY- PROVIDE YOUR BUSINESS NAME, BUSINESS TYPE, AND START DATE
PRIOR YEAR & IRS ISSUES
This section is very important, please answer the questions to the best of your knowledge:
Did you file last year?
yes
No
"other" Explanation if needed: _____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Did you owe back taxes?
Yes
No
"other" explanation if needed: _____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Any IRS letters received this year?
Yes
No
"other" explanation if needed: _____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Identity theft PIN issued by the IRS?
Yes
No
If "yes" provide the PIN here: _________________________
Have you ever had a tax return rejected for dependents?
Yes
No
Refund & Payment Preferences
This section is very important for your refund method
Preferred refund method
Direct Deposit
Paper Check
If "Direct Deposit" Please provide your bank's name, account number and routing number: ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Are you paying preparation fees upfront or from your refund?
I will be paying the preparation fee's upfront & in full
I will pay Stafford Tax Pro's $65 deposit at the time of filing, and I will be paying the remaining amount once I receive my refund
Other: ______________________________________________________________________________________________________________________________________________________________________________________________________________________________
Referral Agents:
Are you interested in becoming a referral agent? You basically make money by referring clients. Once they file with Stafford Tax Pro's and their taxes are approved you will receive a payout.
Would you like to become a referral agent?
YES
NO
If "YES", what would you like your payment option to be?
Monthly
Per Client
Required questions & Signoffs
Please check all boxes below in order to sign and submit this document
I certify the information provided is true and accurate
Please Select
Yes
No
I understand inaccurate information may delay or reduce my refund
Please Select
Yes
No
I authorize electronic filing
Please Select
Yes
No
I understadn additional documents may be required
Please Select
Yes
No
Is there anything about your situation this year you think i should know? Feel free to explain it below:
Today's Date
-
Month
-
Day
Year
Date
Signature
Continue
Continue
Should be Empty: