2024 Tax Client Intake Form

We want to thank you for choosing Keys to Abundance Co for your professional Personal and Business Tax Services. We truly appreciate your business and do not take it for granite. Our client intake form is located below, Please take the moment to fill out the form so we can better assist you with filing your tax services.

(We Provide Services in all 50 States)

Keys To Abundace Co.
Name

First NameLast Name
CLIENT INTAKE FORM
Taxpayer Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Date Of Birth

MonthDayYear
Date
Social Security Number
What year are you requesting to file?
Did you receive a W-2?
Did you or your spouse receive Unemployment Compensation? (Form 1099-G)
Did you or your spouse collect Social Security or Retirement Income?
Did you or your spouse take a early withdrawal from your retirement account? (Form 1099-R)
Did you pay more than half of the expenses at your residence for the entire year?
Did you have Health Insurance the entire year?
What is your filing status?
Did you receive any of the forms listed below regarding your Health Insurance?
What was your marital status at the end of the year?
Spouse Full Name (If Applicable)

First NameLast Name
Spouse Date of Birth

MonthDayYear
Date
Spouse Social Security Number
Spouse Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Spouse Email
Did your Spouse receive a W-2?
Do you or your spouse own a home?
Were you or your spouse First Time Home Buyers this year?
Will you claim any dependents whom lived with you or whom you supported for more then 6 months this year?
Have you ever been denied the Earned Income Tax Credit (EITC) ?
Dependent #1 Full Name

First NameLast Name
Relationship to Taxpayer
Daughter, son, niece, nephew, etc.
Date of Birth

MonthDayYear
Date
Social Security Number
Dependent #2 Full Name

First NameLast Name
Relationship to Taxpayer
Daughter, son, niece, nephew, etc.
Date of Birth

MonthDayYear
Date
Social Security Number
Dependent #3 Full Name

First NameLast Name
Relationship to Taxpayer
Daughter, son, niece, nephew, etc.
Date of Birth

MonthDayYear
Date
Social Security Number
Can you or any dependents be claimed by anyone else?
If yes, which dependent can be claimed by someone else?
Did you or your spouse pay any daycare expenses for any dependents this year?
Which dependent did you pay daycare for? (If Applicable)
Did you receive any Child Tax Credit Advance Payments?
How much did you receive total in Child Tax Credit Advance Payments?
BUSINESS OWNER/SELF-EMPLOYMENT
Did you or your spouse receive a 1099 Form?
Did you or your spouse incur expenses for your business or self-employment?
Did you, your spouse, or a dependent attend college this year?
Who attended college? (if Applicable)
Did this person receive a 1098T (Student Statement) Form from the college or university they attended?
Did you receive your Economic Stimulus payments? If so, which round did you receive?
Do you or your spouse owe any of the following?
How would you like to pay for your Tax Services?
How will you like to receive your refund?
Are you interested in the Cash Advance option?
BANK INFORMATION
Name of Bank
Type of Bank Account
Bank Routing Number
Bank Account Number
Do you consent and opt-in to receive text messages regarding your tax return?
What is the name of your cell phone carrier?
How did you hear about us?
If referred, please list the first and last name of the person who referred you.
Driver's License/ID

Taxpayer and spouse
Cancelof
Social Security Cards

Cards for taxpayer, spouse, and dependents
Cancelof
Birth Certificates

All dependents
Cancelof
Proof of Resident

Utility Bill, Lease Agreement, etc.
Cancelof
Income Forms

W2, 1099, Expense Report, Bank Statements, Receipts
Cancelof
1098T

College Tuition Form
Cancelof
Childcare Statement

Form 2441
Cancelof
Please take a few moments to review and make sure that all the information you have inputted is complete and accurate.
CLIENT NON PAYMENT/OFFSET AGREEMENT : Our goal is to ensure the very best tax experience to all of our clients. However, we do understand that situations arise unexpectedly. If your refund is offset for any reason such as the IRS, student loans, child support, or your check is mailed, you are still responsible and obligated to pay our company all fees associated with filing your tax return. By signing this agreement, you acknowledge that if payment is not made in a full 30 days then legal actions will be sought to resolve payment. I am giving Keys To Abundance Co powered by Wilson Consulting Services and/or associated affiliates permission to prepare all forms related to my tax return. I will take full responsibility for the accuracy of the information on this Client Intake Form and understand that Keys To Abundance Co. powered by Wilson Consulting Services will not hold any responsibility for any misrepresented data or false claims.
Please type your full name below.

First NameLast Name
Signature
Please Select Your Tax Professional:
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CLIENT INTAKE FORM

BUSINESS OWNER/SELF-EMPLOYMENT

BANK INFORMATION