• Client Intake Form for Personal Return

    Please Note: This Basic Questionnaire may not cover all scenarios. For more complex situations, we recommend using our Full Organizer, available in your SmartVault folder.

  • PERSONAL INFORMATION

  • Format: (000) 000-0000.
  • What type of phone number is this?*
  • Format: (000) 000-0000.
  • What type of phone number is this?

  • MARITAL AND FAMILY CHANGES

  • Changes in marital status? Such as, got married or divorced/legally separated as of 12/31.*
  • Death of someone who was on your last tax return?*
  • Any new dependents this past year?*
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  • Are there any dependent(s) on last years return we should remove? If no dependent(s) select N/A*

  • OTHER INFORMATION

  • At any time during the year, did you sell, exchange, or otherwise dispose of a digital asset (such as Bitcoin)?*
  • Did anyone in your household purchase Obamacare/ACA Health Insurance through the Marketplace? (If yes, then Form 1095-A is required.)*
  • Would you like us to prepare your 2026 estimated tax payment vouchers for quarterly tax payments?*
  • Did you or your spouse contribute to an IRA separate from your employer/outside of payroll?*

  • If yes, that you or your spouse contributed to an IRA, please provide the amounts below.

    Taxpayer $      to a ROTH IRA
    Taxpayer $      to a Traditional IRA

    Spouse $      to a ROTH IRA
    Spouse $      to a Traditional IRA

  • Did you or your spouse contribute additional money to an HSA(Health Savings Account) that was not withheld from your wages?*

  • If yes, how much additional HSA was contributed?
    Taxpayer $      
    Spouse $      

  • If you had an HSA account, was 100% of any money taken out of your HSA used for medical expenses?
  • Did you pay any child/dependent care expenses for a child under 13 years old or cared for a handicapped individual? (If yes, please provide amount, SSN/EIN and address of payee.)*
  • Did you have a child in 2025 and want to claim the free $1,000 Trump Account contribution?*
  • Do you have a child under 18 and want to open a Trump Account to make contributions after 7/4/2026? (The tax return opens the account, does not fund it.)*
  • Did you or your spouse receive an Identity Protection PIN from the IRS? (Provide us with the letter/PIN number, as we cannot file your the return without it.)*
  • Did you have an interest in or signature authority over any Foreign Accounts?*
  • Did you directly, or as a beneficiary, receive retirement pay from the US military who retired with 20 years of services?*
  • Did you directly, or as a beneficiary, receive retirement pay from the US military who medically retired under 10 USC Chapter 61?*
  • Due to recent tax law changes affecting tip and overtime income, did you receive any taxable income from TIPS during the year? If yes, we will need a copy of your final pay stub for the calendar year, as most W-2s for this tax year do not separately report this information.*
  • Due to recent tax law changes affecting tip and overtime income, did you receive any taxable income from OVERTIME during the year? If yes, we will need a copy of your final pay stub for the calendar year, as most W-2s for this tax year do not separately report this information.*
  • Did you make any quarterly estimated payments to Federal and/or State(s)? If yes, please list amount(s) and the dates paid below. This is important even if you've already included this information in your tax documents, as it helps ensure uniformity.*

  • FEDERAL ESTIMATED PAYMENT(S) MADE:

    1. $   Pick a Date            
    2. $   Pick a Date   
    3. $   Pick a Date   
    4. $   Pick a Date   


    STATE ESTIMATED PAYMENT(S) MADE:
    SELECT STATE       

    1. $      Pick a Date   
    2. $      Pick a Date   
    3. $      Pick a Date   
    4. $      Pick a Date   


    SELECT STATE    

    1. $      Pick a Date   
    2. $      Pick a Date   
    3. $      Pick a Date   
    4. $      Pick a Date   

  • BANK ACCOUNT INFORMATION FOR DIRECT DEPOSIT

  • Taxpayers who opt out of direct deposit may receive an IRS notice requesting banking information or an explanation for opting out, which may delay refunds 6–10 weeks or longer.

  • Has your bank account changed since we filed last years tax return? If you are unsure or it has changed, then please provide your current banking information below or upload a voided check below.*
  • Type of Account*
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