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

  •  / /
  • SPOUSE INFORMATION

  •  / /
  • OTHER INFORMATION

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

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

  • If yes, how much additional HSA was contributed?

    Taxpayer Amount $       

    Spouse Amount $ 
         

  • 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?                  

  • 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.
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