IBA MOBILE TAX PRO INTAKE FORM

  • Tax Client Intake Form

  • Filing Status

  • Filing status will be verified during tax preparation.

    • Taxpayer Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Spouse Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Dependents 
    • Rows
    • Income Sources  
    • Income Sources
    • Do you pay child care?
    • Did you take money from your 401K in 2025?
    • Do you have an identity pin from the IRS?

    • If the IRS issued you an IP PIN, it is required to file your tax return. Missing or incorrect IP PINs will delay filing.

    • Do you owe the IRS?
    • Do you owe any state taxes?
    • Do you have any delinquent student loan accounts?
    • Did you or anyone in your household have health insurance through the Health Insurance Marketplace (Obamacare)

    • If you had Marketplace insurance and received advance premium tax credits, the IRS requires Form 1095-A to file your tax return. Filing without it can delay your refund or cause IRS issues.

    • Acknowledgment & Signature 
      • I certify that all information I provided on this intake form is true, complete, and accurate to the best of my knowledge.

      • I authorize IBA Tax Professionals to collect, store, and use my sensitive personal information, including but not limited to my photo ID, government-issued identification, Social Security number (SSN), and tax-related documents, solely for the purpose of preparing my tax return and providing related services.

      • I acknowledge that I have read and agree to the Terms and Conditions and Privacy Policy of IBA Tax Professionals.

      • By signing below, I confirm that I understand my responsibilities as the taxpayer and the responsibilities of IBA Tax Professionals in the preparation of my tax return.
    • Date Signed
       - -
    • Date Signed
       - -
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    • How would you like to receive your tax refund?
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    • Should be Empty: