New Client Intake Form

  • 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

  • Format: (000) 000-0000.
  • WHAT TYPE OF PHONE NUMBER IS THIS?*
  • TAXPAYER DATE OF BIRTH*
     / /
  • MARITAL FILING STATUS?*

  • SPOUSE INFORMATION

  • Format: (000) 000-0000.
  • WHAT TYPE OF PHONE NUMBER IS THIS?*
  • SPOUSE DATE OF BIRTH*
     / /

  • 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?*

  • Taxpayer Contribution Amount $ to ROTH IRA.
    Taxpayer Contribution Amount $ to Traditional IRA.

    Spouse Contribution Amount $ to ROTH IRA.
    Spouse Contribution Amount $ to Traditional IRA.

  • 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 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 Amount $       

    Spouse Amount $ 
         

  • If you had an HSA account, was 100% of any money taken out of your HSA used for medical expenses?
  • 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 to either, 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 to either, 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.*
  • Do you have any dependents to claim on your return?*

  • 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
    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 #3
    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 #4
    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 #5
    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?                  

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


    STATE ESTIMATED PAYMENT(S) MADE:
    SELECT STATE      

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


    STATE ESTIMATED PAYMENT(S) MADE:
    SELECT STATE      

    1. $      Date   Pick a Date   
    2. $      Date   Pick a Date   
    3. $      Date   Pick a Date   
    4. $      Date   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. 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. A voided check is recommended or fill in the information below.
  • Type of Account*
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