Tax Preparation Client Intake Form

  • CLIENT INTAKE FORM

  • How do you want your taxes prepared?*
  • Will this be your first year filing a tax return?*
  • Did you receive a federal tax refund last year?*
  • How much did you pay for tax prep last year*
  • Were you issued an IP PIN by IRS?*
  • Are you expecting to owe or are you expecting to receive a tax refund ?*
  • Are you interested in a REFUND TRANSFER or REFUND ADVANCE once the e-file is open in mid-January? A REFUND TRANSFER allows Wright's Tax Service to deduct the tax preparation fees from your tax return. A REFUND ADVANCE is the same as a REFUND TRANSFER but allows you to receive an advance from your ANTICIPATED REFUND (upon approval)*
  • How would you like to pay the tax preparation fee?*
  • What tax year(s) do you need to file? Click all years that apply*
  • Do you need to amend a tax return?*
  • How did you hear about Wright’s Tax Service?*
  • Can you be claimed as a dependent on someone else's tax return?*
  • What was your marital status as of Dec 31st 2025?*
  • Date of Birth*
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  • Are you a full-time student?*
  • Are you legally blind?*
  • Are you totally and permanently disabled?*
  • Spouse's Date of Birth*
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  • Is the spouse a full-time student?*
  • Is the spouse totally and permanently disabled?*
  • Is the spouse legally blind?*
  • Can the spouse be claimed as a dependent on someone else's tax return?*
  • Do you have dependents to claim on your returns(s)*
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  • Employment Status for 2025*
  • Please specify all income that applies.

  • Please specify all that applies.
  • Did you make estimate tax payments?*
  • How did you maintain/record your income and expenses?*
  • Did you and/or your spouse earn tips in 2025?*
  • Did you and/or your spouse work overtime in 2025*
  • Did you purchase a new vehicle in 2025?*
  • Are you contributing to 401k or other pre-tax accounts?*
  • Do you, your spouse and/or your dependents have tuition expenses?*
  • Do you have any expenses for child care?*
  • Do you have energy star rated improvements to your home?

  • Do you own your home?*
  • Did you pay property taxes?*
  • Did you sell any stock?*
  • Did you and/or your spouse withdraw money from your 401 K?*
  • Did you and/or your spouse have federal taxes withheld from your 401K?*
  • Do you pay mortgage interest?*
  • Did you pay real estate tax?*
  • Did you owe federal taxes last year?*
  • Have any of your previous year's tax returns been subject to reduction or seizure as a result of outstanding obligations, such as but not limited to tax debt, student loans or child support?*
  • If expecting a refund do you anticipate your tax refund to be reduced or seized this year?*
  • Have you ever had any disallowed credits such as EIC or child tax credit?*
  • Have you applied for the ERC or Fuel Credit in previous years?*
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    • I confirmed that all information I entered here is accurate and true.

    • By submitting this form you give Wright's Tax Service to contact you via text, email and/or phone.
    • This form does not authorize Wright's Tax Service to file your tax return. Instead, it aims to collect essential information to enhance our understanding of your unique tax situation.
    • Additional questions and/or documents may be required to substantiate any credits and/or deductions. Also, additional questions and/or documents may be required to confirm your business.
    • After submitting this form, you will be directed to Wright's Tax Service secure client online portal to seamlessly proceed with the preparation process. Once your secure portal is set up, Wright's Tax Service will promptly reach out to you via text, phone or email and send the necessary disclosures via the secure port Weal for you to review, sign and initiate the tax preparation process. 
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