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  • NEW CLIENT INTAKE FORM

    This Basic Questionnaire may not cover all scenarios. For more complex situations, we recommend using our Full Organizer, available upon request.
  • TAXPAYER INFORMATION

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  • SPOUSE INFORMATION

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  • OTHER INFORMATION

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

    Taxpayer $      to ROTH IRA      
       to Traditional IRA      

    Spouse $   

  • If yes, how much additional HSA was contributed?

          
     
         

  • DEPENDENT INFORMATION

  • DEPENDENT #1
    NAME:         
    RELATIONSHIP:      
    DATE OF BIRTH:   Pick a Date         
    SOCIAL SECURITY NUMBER:      
    MONTHS LIVED WITH YOU:      
    FULL TIME STUDENT?      
    DID YOU PROVIDE MORE THAN HALF OF THE SUPPORT?                  

  • DEPENDENT #2
          
    RELATIONSHIP:      
    Pick a Date         
       
       
    FULL TIME STUDENT?               
    DID YOU PROVIDE MORE THAN HALF OF THE SUPPORT?                  

  • DEPENDENT #3
          
       
    Pick a Date         
       
       
    FULL TIME STUDENT?             
                      

  • DEPENDENT #4
          
       
    Pick a Date         
       
       
                
    DID YOU PROVIDE MORE THAN HALF OF THE SUPPORT?               

  • DEPENDENT #5
          
       
    Pick a Date         
       
       
                       
    DID YOU PROVIDE MORE THAN HALF OF THE SUPPORT?                     

  • 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   


       

    1.    Pick a Date   
    2.    Pick a Date   
    3.    Pick a Date   
    4.    Pick a Date   
  • BANK ACCOUNT INFORMATION FOR DIRECT DEPOSIT

    By providing your banking details, any tax refund owed to you can be deposited directly into your account. If we don't have your banking information, and you're entitled to a refund, you'll receive a check in the mail. A voided check is recommended or fill in the information below.
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