2025 Client Intake Questionnaire Logo

  • Client Intake Questionnaire

    This questionnaire is required for new and prior clients. The law requires us to ask questions to determine your taxable income, qualifying dependents, filing status, and tax information.

  • Part I. Personal Information

    List your personal information, and Spouse personal information if married

  • Part II. Dependent Information (If no dependents, skip and go to next page)

    If claiming a Dependent, enter information below for everyone who you provided more than half the support for and who lived in your home (exception: parents don't have to live with you)

  • Income Information

    Fill this page out to determine your taxable income and other information

  • Determining Your Filing Status

    Filing Status

  • By signing below, I declare under penalty of perjury, that the information on this Questionnaire form is true and complete to the best of my knowledge and belief. 

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