Tax Preparation Client Intake Form

  • Tax Preparation Client Intake Form

  • Do you want to see if you qualify for a cash advance?
  • Do you have an IP PIN?
  • Filing Status
    • Filing Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Are you a full-time student?
    • Do you receive SSI or SSA?
    • Are you totally and permanently disabled?
    • Are you legally blind?
    • Can someone else claim you as a dependent on their tax return?
    • Spouse Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Are they a full-time student?
    • Do you receive SSI or SSA?
    • Are they totally and permanently disabled?
    • Are they legally blind?
    • Can someone else claim your spouse as a dependent on their tax return?
    • Household & Dependents 
    • Are they your dependent?
    • Rows
    • Can someone else claim your dependent(s) on their tax return?
    • Did they live with you the whole year?
    • Rows
    • Credits & Deductions 
    • Employment Status/Check all that apply
    • Are you contributing to 401k or other pre-tax accounts such as Mortgage Interest, 403B, IRA, HSA (health savings account), Insurance?
    • If yes to previous question do you have your 1099/1098 INT forms yet?
    • Please select what state return are you requesting?
    • Does your dependents have tuition expenses?
    • Did the tuition expense dependent receive a 1098T form?
    • Do you have any expenses for child care?
    • Do you have energy star rated improvements to your home?
    • Are you currently renting?
    • Are you currently renting and use your home as a home office?
    • Do you have your own home?
    • Do you have mortgage interest?
    • Do you have documents that shows you paid for property taxes?
    • Did you sell any stock?
    • Did you sell any stock/cryptocurrency/Gains or Losses/Form 1099-B?
    • Did you take money from your 401?
    • Did you pay for vehicle tax, or do you have a vehicle that you use to conduct business?
    • Do you have real estate tax?
    • Did you receive a federal tax last year?
    • Are you a victim of identity theft?
    • Do you have to complete ID Verification for the release of your prior year's taxes?
    • Expenses 
    • Did you have business expenses?
    • Home Office
    • Business Vehicle or Personal Vehicle used for Business

    • Please fill-up the information within the current year only.

    • Rows
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Select Additional Services

    • Note: The fees for these additional services can be deducted from your taxes.

    • You will receive a link to your tax portal once your return is started. You will need to create an account on the tax portal, and it is your responsibility to save your username and password. You will be able to access your tax documents until the next tax year.

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