Tax Intake Form

PLEASE READ THE FOLLOWING IN ITS ENTIRETY BEFORE SUBMITTING YOUR INFORMATION.

Thank you for taking the time to complete your 2024 tax intake form for the tax year 2023. This information is critical to ensure your tax return is filed accurately. Please ensure your information is entered correctly so we can ensure our records are 100% correct.

This intake form may take 20-30 minutes to complete.

Please be sure to gather all of your documents prior to completing this form.

Note: If you are claiming any dependents, be sure to upload their SS CARDS, BIRTH CERIFICATES, and proof of address for dependents (school records, medical records, social services records, or lease).

Please be sure to hit submit to ensure the form is sent to us. If you close the browser before doing so, the information will be deleted and need to be re-entered.

How did you hear about us?*

New or existing client?*

Did someone refer you? Please insert their name here.

What tax year(s) are you filing?*

2023202220212020

Do you owe the IRS, Child Support, or are you in default with Student Loans?*

IF YOU ARE NOT SURE IF YOU HAVE ANY PAST DUE TAX DEBTS PLEASE CONTACT THE IRS HOTLINE 1-800-304-3107. PLEASE BE MINDFUL THAT TAX DEBTS ARE ADDED TO THE DATABASE DAILY.

Can someone else claim you as a dependent?*

Taxpayer Name*

First NameLast Name

Taxpayer Spouse Name

First NameLast Name

Taxpayer Social Security Number*

Spouse Social Security Number

Taxpayer Date of Birth*

Date

Spouse Date of Birth

Date

Taxpayer Job Title*

Spouse Job Title

Taxpayer Phone Number*

Please enter a valid phone number.

Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Email*

example@example.com

How many dependents do you have?*

Did you buy or trade crypto currency?*

Have you ever been denied Earned Income Tax Credit (EITC)?*

Have you previously been issued an Identity Protection Pin (IP Pin) by the IRS?*

Do you receive any Government Assistance Programs such as Food Stamps, TANF, Medicaid, or Medicare?*

Did you receive unemployment in 2023?*

Did you claim any lottery winnings in 2022 (Form W-2 G)?*

Was your insurance through the Affordable Care Act (Marketplace)?*

Did you pay childcare for your children under age 13?*

If YES. Please type the name of the person or business you paid and the total amount.

Are you self-employed?*

If YES. Please type the name of your business.

Are you interested in Audit Protection? (Highly Recommended)

Would you like to receive a text message when you account is funded as well as other important tax related news? *

By signing this form, you agree to the following:

I acknowledge that to the best of my knowledge, the information provided to Precise Tax Professionals in this client intake form is true and accurate and includes all information necessary for the preparation of my income tax returns for which I have adequate records. I certify that I would like my taxes prepared using the information I have provided on this form to my tax preparer.

CLIENT NON-PAYMENT/OFFSET CLAUSE

Furthermore, I acknowledge by signing this form that if I and/or my spouse owes a federal debt such as child support, student loans, IRS, etc that I/we are still responsible for the tax preparation and filing fees due to Precise Tax Professionals. I understand that if I decide to have my tax preparation fees taken from my refund and my taxes are intercepted for whatever reason, I am still responsible for my tax preparation fees. By signing, I am agreeing to pay the preparation fee regardless of if my refund is received or not. I understand that if the tax preparation fees are not paid to Precise Tax Professionals within 90 days of my scheduled refund date, the fee will be debited from my bank account or my account will be sent to collections and I will no longer be able to do business with Precise Tax Professionals until balance is paid in full.

How would you like to receive your refund?*

Direct Deposit with 24 hour advance (Up to $7000)Direct Deposit (NO ADVANCE)Prepaid Card with 24 hour advance (Up to $7000)Prepaid Card (No Advance)Check

Signature*