Tax Preparation Client Intake Form

  • Tax Preparation Client Intake Form

    • Taxpayer Information 
    • *
    • Format: (000) 000-0000.
    • Date of Birth*
       - -
    • Filing Status*
    • Spouse Information 
    • Format: (000) 000-0000.
    • Date of Birth
       - -
    • Dependents 
    • Do you have dependents?*
    • Rows
    • Tax Related Questions 
    • Have you received any notice from the IRS or State Revenue Department within the past year?*
    • Were you divorced or separated during the year?*
    • Did you pay or receive alimony during the last year?*
    • Do you have any expenses for child care? If so, please upload childcare statement before your appointment.*
    • Did you sell or transfer any stock, crypto or investment property? If so, please upload your tax forms before your appointment.*
    • Did you have any distributions or rollovers from a retirement account during thelast year? If so, please upload your tax forms before your appointment.*
    • Did you contribute any money to an IRA during the last year?*
    • Did you purchase or sell a home during the last year? If so, please upload your tax forms before your appointment.*
    • Did you refinance a mortgage or take a home equity loan? If so, please upload your tax forms before your appointment.*
    • Do you own a business or an interest in a partnership, corporation, LLC, or other venture?*
    • Did you receive Covered California? If so, please provide form 1095A and 3895 from Covered California before your appointment.*
    • Expenses 

    • Please list any expense totals you would like to discuss or be included with your return.

    • Rows
    • Bank Information 
    • Would you like to have your refund direct deposited?*
    • *
    • Acknowledgment & Signature 

    • Thank you for choosing MY TAX ANGEL to assist you with your tax matters.  With this form you are engaging us to prepare your current federal and state income tax returns unless given authorization by you to prepare additional returns.

      We will depend on you to provide the information we need to prepare complete and accurate returns. Fees for our services will be charged according to our standard fee schedule. Invoices for our services are due and payable upon presentation. Past due balances may be subject to interest and collection charges.

      Your signature below authorizes the terms set forth above.

    • Date Signed*
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    • Please choose one*
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    • Should be Empty: