Tax Client Intake Form

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

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.

• 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.