Intake for 2023 Tax Year Individual

Taxpayer Information

If Married Filing Jointly, you MUST put the husband's information as Taxpayer due to how the IRS and our Tax Software organizes the information.
SEE NOTE ABOVE IF MARRIED FILING JOINTLY

**YOU MUST TYPE A HYPHEN (-) WHEN ENTERING SOCIAL SECURITY NUMBERS
Taxpayer Name (as appears on Social Security Card) *

First NameMiddle NameLast NameSuffix
Taxpayer Social Security #*
Must use hyphen (-)
Taxpayer Date of Birth*

MonthDayYear
Date
Are you a U.S. Citizen? (Taxpayer)*

YesNo
Which of the following applies to you?*
Were you previously issued an Identity Protection PIN (IP PIN) by the IRS, because of Identity Theft? (This is not the PIN used by us on your e-file forms)*

YesNo
Taxpayer - Home # (not mobile)
Please enter a valid phone number.
Taxpayer - Mobile #
Please enter a valid phone number.
Taxpayer - Work #
Please enter a valid phone number.
Work Extension
Taxpayer Email
example@example.com
Was the taxpayer legally blind last year?*

YesNo
Can another taxpayer claim you as a dependent on their tax return?*

YesNo

Spouse Information
Spouse Name (as appears on Social Security Card)*

First NameMiddle NameLast NameSuffix
Spouse Social Security #*
Must use hyphen (-)
Spouse Date of Birth*

MonthDayYear
Date
Are you a U.S. Citizen? (Spouse)*

YesNo
Which of the following applies to you?*
Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?*

YesNo
Spouse - Home # (not mobile) If Different from Taxpayer.
Please enter a valid phone number.
Spouse - Mobile #
Please enter a valid phone number.
Spouse - Work #
Please enter a valid phone number.
Work Extension
Spouse Email
example@example.com
(Spouse) Was they legally blind last year?*

YesNo
(Spouse) Can another person, (not your husband) claim you as a dependent on their tax return?*

YesNo

Address
Physical Address:*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What City or County is your residence located (not the town)? Example: If you live in Vinton, VA, the county is either Roanoke County or Bedford County. Also, Roanoke would be Roanoke County or Roanoke City:*
Mailing Address: (if different than above)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Tax Portal Option
We offer an exciting and helpful feature for our tax clients. The Drake Tax Portal allows us to securely instant message one another back and forth, share tax documents, receive additional questionnaires, and provide you with a copy of your tax return. If you do not already have a portal, you will need an active and working email address. Would like us to email you a link to set up and activate your account?IMPORTANT INFO: Preparers are the ones who setup up portal accounts from this intake form, but the preparers only get clients' taxes after everything is ready for us to prepare your return, which includes this intake, the Engagement Agreement and your tax documents. If you want to setup a portal account in order to get us your tax documents, please call the office so we can set one up for you.

YesNoWould like to know moreI already have a Tax Portal with HHTSI will call the office to have a Tax Portal setup for me
Email*
example@example.com

I affirm the information I provided on this form is true and accurate to the best of my knowledge. If requested by the IRS, I can provide proof and documentation of everything that I have stated on this form. I understand that if I knowingly answer these questions incorrectly then the IRS can remove these credits and possibly deny for a period of years for me to be able to get particular credits. I also understand that the IRS can impose penalties, interest, and even jail time if I intentionally provide incorrect or fraudulent information.
Relationship to Taxpayer and/or Spouse*
Name

First NameLast Name
If you are a Third-Party then please list what your authority is to sign.
Date*

MonthDayYear
Date
Signature*

Clear
Should be Empty:

2023 Tax Year Intake - Individual