Client Intake Sheet Logo

  • Client Intake Form

    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, elgibility for credits, deductions, and tax information.

  • Part I. Personal Information

    List your personal information, and Spouse personal information if married

  • Part II. Dependent Information

    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)

  • Part III & IV: Income Information

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

  • Part V. Tax Credits & Deductions

    Fill this page out to determine your tax deductions and credits

  • Part VI. Determining Your Filing Status

    Filing Status

  • To submit this Client Intake Sheet you must sign below. By signing, you are certifying under penalty of perjury that you reviewed this form and the answers are true and correct to the best of your knowledge; that you can provide proof of everything you selected on this form if needed. 

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