Client Intake Questionnaire

Tax Client Intake Form

Please READ before completing! For ALL self Employment Clients who need assistance recalculating their income and expenses PLEASE place N/A in the SELF EMPLOYMENT AREA and once we reach out to you for your official appointment we will complete the remainder of your information on your scheduled appointment.
Email*
example@example.com
Tax Payer Name*

First NameLast Name
Spouse Name*

First NameLast Name
Tax Payer SSN
Tax Payer Identity Theft Pin
Spouse SSN
Spouse Identity Theft Pin
Tax Payer Occupation*
Spouse Occupation
Tax Payer Phone Number*

Area CodePhone Number
Spouse Phone Number

Area CodePhone Number
Tax Payer Date of Birth*

MonthDayYear
Date
Spouse Date of Birth

MonthDayYear
Date
Tax Payer Address*

Street Address

County

CityState / Province

Postal / Zip Code
Are you new to our firm?*

YesNo
Spouse Address (Enter "SAME" if same as Tax Payer Address)

Street Address

County

CityState / Province

Postal / Zip Code
Was this your address all of 2023? If no, please enter previous address*
Please upload a copy of your most current ulitity bill for Head of Household credit*

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Tax Payer Driver's License Information*
Spouse Driver's License Information
Marital Status at 12/31/2023*

SingleMarriedSeparatedWidow(er)Registered Domestic PartnershipUnsure
Were you divorced or separated during the year?

YesNo
Have you received any notices from the IRS or state revenue department within the past year?*

YesNo
Please upload a copy all documents and correspondence from the IRS

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Do you owe student loans that are in default status?

YesNoUnknownOther
Dependent 1 ( Child)
Dependent 2 (Child)
Dependent 3 (Child)
Dependent 4 (Child)
Dependent 5 (Child)
Please upload dependents Social Security Cards, Birth Certificates, and School Documents for proof of support*

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Did any of the children have income above $1,250 for the 2023 tax year?

YesNo
Do any of the children have a disability?

YesNo
Is it anticipated that a different taxpayer will seek to claim a child listed above as their dependent for tax year 2023?

YesNo
Other Dependent or person who lived with you
If you are due a refund, would you like it directly deposited into your bank?
Lifestyle and Taxes- Select all that apply*
Children and Education- Select all that apply*
Investments- Select all that apply*
Deductions- Select all that apply
Business- Select all that apply
Method used for calculating self-employed income (Cash, Cashapp, Zelle, Paypal, Stripes)
Self-Employed Income
List Self-Employed expenses with amounts for 2023- If business is home based, please include amount of rent and utilities. If vehicle used for business purposes, please include amount of car note, insurance, maintenance and any repairs.
Please upload documents below 1099s, Payroll records, Payroll expenses, DBA, LLC formation documents

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State of residence during 2023 and dates
School District
Do you rent or own your home?

RentOwn
State Information-*

Full-Year ResidentPart-Year ResidentNonresident (You worked in one of the states not listed above, but did not live there)
If you need to itemize deductions, please provide amounts and/or receipts to your Tax Specialist. These amounts can include, but are not limited to, Medical Expenses, Taxes Paid, Interest Paid, Charitable Contributions, Casualty and Theft Losses and other Miscellaneous Itemized Deductions.

Please provide to your Tax Specialist all forms W2, 1099-INT, 1099-DIV, 1099-R, 1099-MISC, and other income reporting statements.
Please upload any and all supporting documents here, (Front and Back of DL, SSC, W2's etc)*

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PRIVACY POLICY

The nature of our work requires us to collect certain nonpublic information. We collect financial and persoanl information from applications, worksheets, reporting statements, and other forms, as well as interviews and conversations with our clients and affiliates. We may also review banking and credit card information about our clients int he performance of receipt of payment. Under our policy, all information we obtain about you will be provided by you or obtained with your permission.

Our firm has procedures and policies in place to protect your confidential information. We restrict access to your confidential information to those within our firm who need to know in order to provide you with services. We will not disclose your personal information to a third party without your permission, except where required by law. We maintain physical, electronic, and procedural safeguards in compliance with federal regulations that protect your personal infromation from unauthorized access
CLIENT ENGAGEMENT LETTER

Legitimate Tax Consultants appreciates the opportunity to prepare your individual income tax return for 2023 and your 2023 estimated taxes. This letter sets form the services Legitimate Tax Consultants provides as part of Tax preparation process, states potential conflicts of interest, and outlines your responsibilities as a client.

The return(s) will be prepared based upon information and documentation you provide without independent verification by Legitimate Tax Consultants. Legitimate Tax Consultants will provide you with a tax organizer to assist you in gathering and organizing the required tax return data to keep the tax preparation fees to a minimum. You will make available information about all your income and deductions so that substantially correct amounts of income and tax can be properly reported. It is your responsibility to maintain, in your records, the documentation necessary to support the data used in preparing your tax returns. Legitimate Tax Consultants is not responsible for the disallowance of doubtful deductions or inadequately supported documentation, nor for the resulting taxes, penalties, and interest.

Upon the event the client receives a letter from the IRS stating that monies are owed for failure to submit all W-2’s, 1099’s etc., a fee of 150.00 will be charge for the amendment of the return.

By signing and printing your name below this is your consent to use all information provided by you and you are agreeing to the information provided above.
I agree that all information provided is true and factual. I understand that falsifying information is against the law. I agree that upon completion of my tax return, if my return is intercepted and not paid, I am responsible for all preparation fees to be paid to my Tax Specialist*

I AgreeI Disagree
Client Signature*

Clear
Please verify that you are human*
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Tax Client Intake Form