Tax Prep Client Intake Form

1
NAME
First Name
Last Name
2
EMAIL
example@example.com
3
PHONE NUMBER
Please enter a valid phone number.
4
ARE YOU INTERESTED IN APPLYING FOR A CASH ADVANCE ?
YESNO
5
WHAT TYPE OF INCOME DO YOU HAVE ?
W2
SIDE HUSTLE
1099 CONTRACTOR
1099-RETIRED
1099 NEC
6
ADDITIONAL SERVICES
INTERESTED IN BECOMING A VIRTUAL STORE OWNER
NEED A LLC
WANT TO APPLY FOR BUSINESS CREDIT
7
REFERRAL INFORMATIONWHO REFERRED YOU ?
8
DOCUMENTSW2, DRIVERS LICENSE OR STATE ID, SOCIAL SECURITY CARDS, BIRTH CERTIFICATES, 1099's, MARKETPLACE HEALTH INSURANCE FORMS, ETC
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9
THANK YOU FOR CHOOSING ME AS YOUR TAX PREPARER! I APPRECIATE YOUR CONTINUED SUPPORT AND WOULD LIKE TO LEAVE YOU WITH A FEW REMINDERS... STARTING JANUARY 2ND, I WILL BE OFFERING ADVANCES UP TO $7000 UPON BANK APPROVAL! YOU WILL RECEIVE $50 FOR ALL NEW CLIENTS REFERRALS AND BE ENTERED IN THE RUNNING FOR A FREE GIFT! AGAIN THANK YOU AND I LOOK FORWARD TO MAXING OUT YOUR REFUND THIS TAX SEASON.
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