Prestige Tax Client Intake Form

CLIENT INTAKE FORM
Thank You for taking the time to complete your Client Intake Form.

This information is critical to ensure your tax return is filed accurately. Please take your time and review all information before you submit. Please note that if documents are missing or information is incorrect this will result in a delay in processing your return.

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

Please upload all documents required. Note that is is best to wait until you have ALL of your documents before submitting this form.

Please complete this form in its ENTIRETY and click SUBMIT when finished.

If you have any questions while completing this form, please reach out to your Tax Preparer for assistance!

Thank you for business and we look forward to working with you!
Taxpayer Information
How did you hear about us?

Other
If someone referred you, please type his or her name here:
Tax Preparer Name
Taxpayer Name

First NameLast Name
Taxpayer Phone Number
Example: xxx-xxx-xxxx
Taxpayer Job Title
Taxpayer Email Address
example@example.com
Taxpayer Date of Birth
Example: 01/01/2001
Taxpayer SSN
Example: xxx-xx-xxxx
Taxpayer Home Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Are you Married and Filing Taxes Jointly with your Spouse?
- Spouse Name (Only enter spouse information if Married Filing Jointly)
  
  First NameLast Name
- Spouse Phone Number
  Example: xxx-xxx-xxxx
- Spouse Job Title
  example@example.com
- Spouse Email Address
  Example: example@example.com
- Spouse Date of Birth
  Example: 01/01/2001
- Spouse SSN
  Example: xxx-xx-xxxx
- Upload copy of Taxpayer and Spouse's (if applicable) Driver's License and SSN card here:
  
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- Which year(s) are you filing taxes for?
  If you are filing multiple years you must complete a separate form for each year.
- Did you file a 2024 tax return?
- If yes, what is your 2024 AGI (Adjusted Gross Income)
  You can find this on your 1040 form of your 2024 Tax Return or email a copy of your 2024 Tax Return to your Tax Preparer. If you do not know, skip this question.
- What is your marital status as of December 2025
- Did you pay over half the expenses of maintaining your residence for the entire year?
- Dependent Information
- Did you support a child or family member for more than 6 months out of the year?
- How many dependents are you claiming?
  Complete Dependent Information for Each Dependent Below
- Dependent #1
  
  First NameLast Name
- Dependent #1 Date of Birth
  01/01/2001
- Dependent #1 SSN
- What is Dependent #1's Relationship to you (son, daughter, etc.)?
- How many months did Dependent #1 live with you in 2025? (If all year, enter 12)
- Dependent #2
  
  First NameLast Name
- Dependent #2 Date of Birth
  Example: 01/01/2001
- Dependent #2 SSN
- What is Dependent #2's Relationship to you (son, daughter, etc.)?
- How many months did Dependent #2 live with you in 2025? (If all year, enter 12)
- Dependent #3
  
  First NameLast Name
- Dependent #3's Date of Birth
  01/01/2001
- Dependent #3s SSN
  Example: xxx-xx-xxxx
- What is Dependent #3's Relationship to you (son, daughter, etc.)?
- How many months did Dependent #3 live with you in 2025? (If all year, enter 12)
- Dependent #4
  
  First NameLast Name
- Dependent #4's Date of Birth
  01/01/2001
- Dependent #4's SSN
  Example: xxx-xx-xxxx
- What is Dependent #4's Relationship to you (son, daughter, etc.)?
- How many months did Dependent #4 live with you in 2025? (If all year, enter 12)
- Dependent #5
  
  First NameLast Name
- Dependent #5's Date of Birth
  01/01/2001
- Dependent #5's SSN
  Example: xxx-xx-xxxx
- What is Dependent #5's Relationship to you (son, daughter, etc.)?
- How many months did Dependent #5 live with you in 2025? (If all year, enter 12)
- Upload a copy of Dependent(s) SSN Card & Birth Certificate here:
  
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- Did you pay any child/dependent care expenses for a child under 13 years old or costs to care for a handicapped individual?
- If yes, please upload the form(s) you received from your daycare or healthcare provider here:
  
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- Did you receive dependent care benefits from your employer in 2025?
- Are you able to provide Proof of Residency for each Dependent you are claiming to validate that each dependent resided with you for at least 6 months in 2025?
  Valid Proof of Residency includes a lease with dependents name listed, schools records, medical records, or letter from government agency with address that matches taxpayer's address.
- If yes, upload Proof of Residency document(s) here:
  
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- Can someone else claim you as a dependent?
- Income
- Did you receive any income from employment as an employee in 2025?
- If yes, upload all 2025 W2 form(s) here:
  
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- Did you receive any income from employment as an independent contractor in 2025?
- If yes, upload all 1099 NEC form(s) here:
  
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- If you have expenses to claim as an independent contractor, please upload all supporting documents here:
  
  Supporting documents include expense log, receipts, credit card statements, bank statements, etc
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- Are you self employed and/or small business owner? If yes, your tax preparer will reach out to you directly for more information.
- Did you receive unemployment in 2025?
- If yes, upload 1099-G form(s) here:
  
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- Did you receive any Social Security benefits in 2025?
- If yes, upload Form SSA-1099 here:
  
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- Did you have any gambling winnings or losses, including lottery, bingo, and raffles of $600 or more?
- If yes, upload W-2G form(s) here:
  
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- Did sell any Stock/Investments in 2025?
- If yes, upload 1099-B form(s) here:
  
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- Did you receive Interest Income from a savings account or dividends from mutual funds/investments in 2025?
- If yes, upload Form 1099-INT and/or 1099-DIV here:
  
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- Did you receive, sell, exchange or dispose any virtual/crypto currency in 2025?
- If yes, upload 1099-MISC form(s) here:
  
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- Did you receive or pay alimony in 2025?
- If yes, upload supporting documentation here:
  
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- Housing Information:
- Did you sell and/or purchase a home in 2024 or 2025?
- If yes, upload Closing Disclosure & 1099-S here:
  
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- Do you own a home?
- If yes, attach Form 1098 – Mortgage Interest and 2025 Property Tax Statement here:
  
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- If you own a home, did you make any energy efficient improvements to your home in 2025? If yes, which item(s) did you repair or replace?
  
  Other
- If yes, upload receipts here:
  
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- Did you receive rent from real estate or other property?
- If yes, upload supporting documents for income and expenses here:
  
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- Was your principal home or rental property foreclosed on in 2025?
- If yes, attach 1099A or 1099C form(s) here:
  
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- Vehicle Information
- Did you purchase new (not used) vehicle in 2025?
- If yes, what was the make and model?
- Health Information
- Did you have health insurance in 2025?
- Who was your insurance coverage through in 2025?
- Did your dependents have health insurance in 2025?
- Who was your dependent's insurance coverage through in 2025?
- Upload Taxpayer & Dependent(s)Insurance Form 1095
  
  If you have insurance through The MarketPlace, you must upload form 1095-A
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- Did you have any out of pocket medical expenses in 2025 totaling over $950?
- If yes, upload any statements or receipts here:
  
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- Did you or your spouse participate in a Health Savings Account (HSA) or other Medical Savings Account in 2025?
- If yes, attach Form 1099-SA and Form 5498-SA here:
  
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- Retirement Information
- Did you or your spouse receive payments/distributions from a retirement plan such as a pension, 401K, IRA in 2025?
- If yes, attach form 1099 R here:
  
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- Did you receive a distribution from a retirement plan in order to pay medical bills, for higher education expenses or to purchase a home in 2025?
- If yes, which reason?
- Did you make any contributions to a retirement plan such as a pension, 401K, IRA, SEP, SIMPLE in 2025?
- If yes, upload Form 5498 here:
  
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- Education
- Did you, your spouse or a dependent incur any tuition, fees or book expenses that were required to attend college, university or vocational school in 2025?
- If yes, upload Form 1098-T and support for expenses here:
  
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- Did you, your spouse or a dependent receive scholarships or grants for higher education in 2025?
- If yes, upload Form 1098-T and support for expenses here:
  
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- Did you, your spouse or dependent receive a distribution from a 529 Plan or Education Savings Plan in 2025?
- If yes, upload Form 1099-Q here:
  
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- Did you make any contributions to a 529 Plan or Education Savings Plan in 2025?
- If yes, upload supporting documentation here:
  
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- Did you pay any Student Loan Interest in 2025?
- If yes, upload Form 1098-E here:
  
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- Miscellaneous Information
- Do you receive any Government Assistance Programs such as Food stamps, TANF, Medicaid, or Medicare, Section 8 Housing in 2025?
- If yes, list all programs below:
- If yes, do these Goverment Assistance Programs pay for more than 50% of your household bills?
- Have you ever been disallowed for EITC/AOTC/CTC/ACTC?
- Do you owe the IRS, Child Support, or in default with student loans?
- Do you own an electric drive vehicle?
- If yes, what's the Year/Make/Model?
- If yes, enter Vehicle identification number (VIN):
- If yes, enter Purchase Date:
  
  MonthDayYear
  Date
- Itemized Deductions
  
  Note: The IRS allows taxpayers to reduce their income by taking the higher of the Standard Deduction or Itemized Deductions. For 2025, the standard deduction is $15,750 for Single Filers, $23,625 forHOH and $31,500 for Married Filers. If you believe your contributions are higher than the standard deduction, proceed with the questions in this section. If not, advance to "Filing Questions) section.
- Do you want to Itemize Deductions?
- Did you make charitable contributions in 2025?
- If yes, attach receipts or acknowledgements from charity, cancelled check or other proof here:
  
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- Did you pay state taxes on new vehicle purchased or monthly lease in 2025?
- If yes, how much did you pay?
- List your vehicle registration fees:
- Did you owe State or Local taxes when you filed your 2025 Income Tax Return? If yes, please list amount paid in 2025:
  If unsure, provide copy of 2022 Tax Return for review
- Did you have any losses resulting from events such as natural disasters or theft, to the extent they're not covered by insurance?
- If yes, upload supporting documentation here:
  
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- Filing Questions
- Were you previously issued an Identity Protection Pin (IPPIN) by the IRS?
- If yes, enter your IPPIN here:
- Are you interested in AUDIT PROTECTION?
- Are you interested in a Refund Advance Loan?
  A refund advance loan is a short-term loan that is taken out against your tax refund. If you’re approved, you’ll receive your loan money before the IRS processes your tax return—and sometimes as soon as the day you file your taxes. Usually, you only get a loan for part of your tax refund. It’s unlikely you’ll be approved for a loan for your entire tax refund. There are fees associated with these loans. If you select, yes, your tax preparer will provide you will more details.
- How would you like to receive your tax refund?
- If Direct Deposit, which type of account would you like your refund deposited into?
  NOTE: It is very important that you provide bank account information for an account you plan to have open long term. Once bank information is submitted on your return, we are unable to change the information. In the case that the account is no longer active at the time of refund disbursement, the IRS will mail out a check on the address listed on your tax return. This can delay your tax return significantly!
- Name of Bank
- Routing Number
- Bank Account Number
- Upload Proof of Bank Account
  
  Examples of Proof include Direct Deposit Form or screen shot of banking info from bank app
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- Acknowledgement & Consent
- CLIENT NON-PAYMENT/OFFSET CLAUSE
  
  At Prestige Tax & Financial Services, we strive to assist all of our clients in their tax needs, however, we understand that situations arise. If your refund is offset by the IRS, student loans, child support or your check is mailed, you are still obligated to pay our company the fees associated with filing your tax return.
  
  By signing this agreement you acknowledge that if payment is not made in full within 30 days legal actions will be sought to resolve payment.
- ACKNOWLEDGEMENT & CONSENT
  
  By signing this agreement, I am giving Prestige Tax & Financial Services LLC permission to prepare all forms related to my tax return. To apply for and secure RAC's and RAL's on my behalf, sign all necessary forms and file my taxes electronically. I acknowledge that all information provided is accurate and true. I take full responsibility for the accuracy of this form and understand that by signing this agreement Prestige Tax & Financial Services LLC and/or associated affiliates hold no responsibility for any misrepresentation or false claims. I also confirm that I can provide all documentation associated with my tax return and proof of eligibility of any credits or deductions if requested by the IRS.
- REMINDER
  
  Note that we are unable to complete your tax return without this form being completed in its entirety and all supporitng documentation has been received.
  
  Before submitting this form, please ensure you have answered all applicable questions and uploaded all applicable forms, if you are unable to upload all forms at this time, please take note of which forms you require based on the questions for which you answered "yes", gather your documents and come back to complete the form or email directly to your tax preparer as soon as possible.
- Primary Taxpayer's Signature
- Date
  
  MonthDayYear
  Date
- Spouse's Signature (if applicable)
- Date
  
  MonthDayYear
  Date
- Email Address (PDF) Jotform
  example@example.com
- Should be Empty:

CLIENT INTAKE FORM

Taxpayer Information

Dependent Information

Income

Housing Information:

Vehicle Information

Health Information

Retirement Information

Education

Miscellaneous Information

Itemized Deductions

Filing Questions

Acknowledgement & Consent