• Tax Client Intake Form

  • Filing Status
    • Taxpayer Information 
    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Format: (000) 000-0000.
    • Are you a full-time student?
    • Are you permanently disabled?
    • Are you legally blind?
    • Will someone claim you on there tax return?
    • Spouse Information 
    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Format: (000) 000-0000.
    • Are you a full-time student?
    • Are you permanently disabled?
    • Are you legally blind?
    • Can you be claimed on someone else tax return?
    • Dependents 
    • Enter your dependents here
      Rows
    • Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?
      Rows
    • Does you, your spouse, and your dependents have health insurance forms
    • Tax Related Questions 
    • Employment Status
    • Are you contributing to a 401k or other pre-tax account?
    • Does your dependents have tuition expenses?
    • Do you have any expenses for child care?
    • Do you have energy star rated improvements to your home?
    • Are you currently renting?
    • What is the monthly rental amount?
    • Do you have your own home?
    • Do you have documents that shows you paid for property taxes?
    • Did you sell any stocks?
    • Did you take any money from your 401?
    • Do you have mortgage interest?
    • Did you receive a federal tax return last year?
    • Do you have real estate tax?
    • Do you have a Identity Pin?
    • Expenses 
    • Please fill-up the information within the current year only.
    • General Expenses
      Rows
    • Acknowledgment & Signature 

    • I confirmed that all information I entered here is accurate and true. I allow FAST TAX to capture my sensitive data like personal id, government id, social security number (SSN), and other information. I have read the terms and conditions and privacy policy of FAST TAX. By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

    • Date Signed
       - -
      2 digit month, 2 digit day, 4 digit year
    • Date Signed
       - -
      2 digit month, 2 digit day, 4 digit year
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