CLIENT INTAKE FORM
Thank you for choosing Wright's Tax Services for your tax preparation needs. In order for us to file your federal and state return, we need the following information listed in this form. The information you provide to us will remain confidential. Please complete this form in its entirety. We are here to provide all clients with a professional, prompt and proficient experience. Would you like to proceed with the process?
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Yes
How do you want your taxes prepared?
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100% Virtual (24/7)
In-person (by appointment only)
Drop Off (by appointment only)
Combo: Drop Off and Virtual
Will this be your first year filing a tax return?
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Yes
No
Did you receive a federal tax refund last year?
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Yes
No
How much did you pay for tax prep last year
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Free
$50 - $100
$101 - $200
$201 - $300
$301 - $400
$401 - $500
$501 +
This is my 1st year filing a tax return
Were you issued an IP PIN by IRS?
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Yes
No
Are you expecting to owe or are you expecting to receive a tax refund ?
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I am expecting to OWE
I am expecting a 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)
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Yes
No
Undecided
How would you like to pay the tax preparation fee?
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Upfront Cash
Upfront Cash App
Monthly Payments
Upfront Credit/Debit Card
What tax year(s) do you need to file? Click all years that apply
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2025
2020
2024
2019
2023
2018
2022
2017
2021
2016
Please explain why you have not filed prior years returns as you indicated?
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Do you need to amend a tax return?
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Yes
No
How did you hear about Wright’s Tax Service?
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Facebook shared page or post
Business Card
Facebook Ad
Referral
Yelp
Flyer
Nextdoor
I am a current client
TikTok
Car Magnet
Instagram
Other
Please tell us who referred you (First and Last name).
Can you be claimed as a dependent on someone else's tax return?
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Yes
No
What was your marital status as of Dec 31st 2025?
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Single (not married)
Married (NOT living with spouse)
Married (living with spouse)
Surviving Widow(er)
Name
*
First Name
Last Name
Age
*
Date of Birth
*
-
Month
-
Day
Year
Date
Phone Number
*
-
Area Code
Phone Number
Email
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Occupation
*
Gross income (before taxes) for 2025?
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Are you a full-time student?
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Yes
No
Are you legally blind?
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Yes
No
Are you totally and permanently disabled?
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Yes
No
Spouse's Name
*
First Name
Last Name
Spouse's Age
*
Spouse's Date of Birth
*
-
Month
-
Day
Year
Date
Spouse's Phone Number
*
-
Area Code
Phone Number
Spouse's Email
*
example@example.com
Spouse's Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Spouse's Occupation
*
Spouse's gross income (before taxes) for 2025?
*
Is the spouse a full-time student?
*
Yes
No
Is the spouse totally and permanently disabled?
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Yes
No
Is the spouse legally blind?
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Yes
No
Can the spouse be claimed as a dependent on someone else's tax return?
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Yes
No
Do you have dependents to claim on your returns(s)
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Yes
No
Enter your dependents here
*
Rows
Name
Relationship
Age
1
2
3
4
5
6
Did you, your spouse, and/or your dependents have health insurance within 12 months last year? If yes, who covers for it?
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Rows
Yes/No
Employer
Spouse Ins
Exchange/ Marketplace
Direct with Insurer
Medicare
Medicaid
Taxpayer
Yes
No
Spouse
Yes
No
Dependent 1
Yes
No
Dependent 2
Yes
No
Dependent 3
Yes
No
Dependent 4
Yes
No
Dependent 5
Yes
No
Employment Status for 2025
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Employed
Both
Self-Employed
Please specify all income that applies.
W2 (income from your employer)
W2-G (gambling winnings)
1099-NEC ( independent contractor)
1099-SSA (social security)
1099-DIV (dividends and distributions)
1099-MISC (miscellaneous income)
1099-R (distributions from pensions, annuities, retirement plans)
1099-G (certain gov't payments)
1099- C (cancellation of debt)
1099- INT (interest income)
Rental Income
Other
Please specify all that applies.
Small business (Schedule C)
Independent Contractor/1099
Side Gigs
Gig Worker (Uber, Lyft, Door Dash, etc)
Limited Liability Company (LLC)
Did you make estimate tax payments?
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Yes
No
Not applicable
How did you maintain/record your income and expenses?
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Bookkeeping Software
Excel or Google Sheets
Pen and Paper
Shoebox, Envelops, etc
They are everywhere, but I can find them
I have not been keeping track
Not Applicable
Did you and/or your spouse earn tips in 2025?
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Yes
No
Did you and/or your spouse work overtime in 2025
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Yes
No
Did you purchase a new vehicle in 2025?
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Yes
No
Are you contributing to 401k or other pre-tax accounts?
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Yes
No
Do you, your spouse and/or your dependents have tuition expenses?
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Yes
No
Do you have any expenses for child care?
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Yes
No
Do you have energy star rated improvements to your home?
Windows
Doors
Furnace
Other
Do you own your home?
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Yes
No
Did you pay property taxes?
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Yes
No
Did you sell any stock?
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Yes
No
Did you and/or your spouse withdraw money from your 401 K?
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Yes
No
Did you and/or your spouse have federal taxes withheld from your 401K?
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Yes
No
Do you pay mortgage interest?
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Yes
No
Did you pay real estate tax?
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Yes
No
Did you owe federal taxes last year?
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Yes
No
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?
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Yes
No
If expecting a refund do you anticipate your tax refund to be reduced or seized this year?
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Yes
No
Have you ever had any disallowed credits such as EIC or child tax credit?
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Yes
No
Have you applied for the ERC or Fuel Credit in previousyears?
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Yes
No
Please list your expenses to itemize (In order to itemize the total amount must be more than the standard deduction)
Rows
Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses
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.
Do you agree and understand?
*
Yes
Additional comments
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