TPP- Client Intake Form

TPP CLIENT INTAKE FORM

(Kindly Ensure This is Completed Before E-Filing Tax Return)
Our Contact

Phone: +1 (904) 699-3983 | Tax Year: 2026
Personal Information

To ensure we have the information we need to best serve you, please take a few minutes to fill out the form below. If you have any questions, please feel free to contact us at any time. Thank you!
Which Tax Practitioner Pro professional are you working with?
Select the name of your Tax professional
Referred By Referral Agent :
If you were referred by a referral agent
Today’s Date:

DayMonthYear
2 digit day, 2 digit month, 4 digit yearDate
Full legal name

First NameLast Name
Date Of Birth:

DayMonthYear
2 digit day, 2 digit month, 4 digit yearDate
Social Security Number:
Spouse’s Social Security Number:
Current Address (please include zip code):

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Cellphone number

Area CodePhone Number
Email Address:
example@example.com
Current Occupation:
Current Cell Phone Number:

Area CodePhone Number
Spouse’s Date Of Birth:

DayMonthYear
2 digit day, 2 digit month, 4 digit yearDate
Spouse’s Cell Phone Number:

Area CodePhone Number
Spouse’s Email Address:
example@example.com
Your Spouse’s Current Occupation:
Filing status you expect to use
Are you legally married as of December 31 of the tax year?
If married, provide your spouse’s legal name, date of birth, Social Security number, phone number, and email.
Prior Returns, Refunds and Notices
Have you filed a federal and state tax return for every year ?
If no. Which years have not been filed?
Did you receive your federal and state tax refunds for every year ?
Have you received a tax-compliance notice stating that a tax return may be missing or that you are not compliant?
Have you received any letter or notice from the IRS or a state tax agency?
If yes,Which agency sent it? What tax year does it concern? What is the notice number?
Have you ever had a refund delayed, adjusted, denied, frozen, audited, or taken to pay another debt?
Have you ever had Earned Income Credit, Child Tax Credit, American Opportunity Credit, or Head of Household status denied or disallowed?
Do you currently owe the IRS or any state tax agency?
Do you owe past-due child support?
Could your refund be taken for child support, student loans, unemployment debt, taxes, or another government debt?
Do you or your spouse have a current six-digit IRS Identity Protection PIN? If yes, enter or upload it.
Income and Tax Documents
Select every type of income you received
Have you uploaded all W-2s, 1099s, and other income documents?
Were you, your spouse, or any of your dependents Enrolled at least part time in an accredited College, Trade School or University ?
Name of accredited College, Trade School or University?
Did you receive income that was paid in cash or for which you did not receive a tax form?
Do you own a business, work for yourself, or receive payment through Cash App, PayPal, Venmo, Stripe, Square, or another payment platform?
Do you have an Account on www.IRS.gov?
Have you ever had EARNED INCOMECREDIT DISALLOWED by the IRS?
Was your tax return completely offset last year?
Will you be filing more than one STATE return? If so, WHICH STATE
Dependents and Credits

(To Be Completed By All Taxpayers With Dependents)
Are you claiming any children or other dependents?
Dependent #1: Legal name, Social Security number, Date of birth, Relationship - Number of months the person lived with the client, Whether the client provided more than half of their support
Dependent #2: Legal name, Social Security number, Date of birth, Relationship - Number of months the person lived with the client, Whether the client provided more than half of their support
Dependent #3: Legal name, Social Security number, Date of birth, Relationship - Number of months the person lived with the client, Whether the client provided more than half of their support
Could anyone else claim this dependent?
Is there a custody agreement or signed Form 8332?
Did you pay childcare expenses so you could work or attend school?
Per IRS new guidelines, please indicate where the dependent’s Non-Custodial parent/parents are and why they will not be filing this dependent?
Will you claim the CHILD CARE DEDUCTION for this Tax year? If so, Full Legal Name, Social Security (Tax ID), Address and Amount per child paid:
Do you receive ANY supplemental, Nontaxable income such as child support, Food stamps, Medicaid/ Medicare, TANF, Social security, or disability if so, how much?(Please list each type that applies along with the amount)
Have you traded, engaged in any stocks or any crypto currency (for example: Coinbase, Robinhood, Cashapp, etc?
Real Estate and Vehicles

(To Be Completed By All Taxpayers With Dependents)
Are you a homeowner? Did you purchase your first home in previous year? Enter amount IF YES:
Did you pay real estate taxes in previous year? IF YES enter AMOUNT:
Did you pay Property Taxes for your home in previous year? Enter amount IF YES:
Did you pay Mortgage Interest for your home in previous year? Enter amount IF YES:
Did you make any ENERGY IMPROVEMENTS to your MAIN HOME in previous year? IF YES enter AMOUNT:
Did you pay upkeep and repair expenses for your home in previous year? If Yes enter AMOUNT:
Did you pay for Property Insurance for your home in previous year? IF YES enter AMOUNT:
Did you RENT? IF YES, how many months and the AMOUNT paid in previous year?
Did you pay renters insurance? AMOUNT paid in previous year.
Did you purchase a NEW VEHICLE after February 16, previous year? IF YES enter AMOUNT:
Amount, IF any personal property taxes:
Amount of any significant MEDICAL/ DENTAL expenses:
Amount IF any cash- non-cash contributions to CHARITY in previous year:
Amount IF any rental income property in previous year?
Disabled

(To Be Completed By All Taxpayers With Dependents)
Are you, your spouse, or any dependent listed on your tax return disabled?
What is the nature of the disability?
Has this dependent been declared disabled by a physician? If so, can you provide documentation?
Are you or your spouse listed as the Social Security Representative Payee for this dependent?
Is this dependent(s) expected to recover in the next year?
Will you claim the DEPENDENT CARE DEDUCTION for the disabled dependent If so, Full Legal Name, Social Security (Tax ID), Address and Amount per disabled dependent paid:
Did you pay out of pocket for any uncovered Medical Expenses for the disabled dependent, if so, enter the amount for the year?
Did you pay child support?
Additional Questions
Which financial goals are most important to you right now?” (Select all that apply)
If something unexpected happened to you, who would be financially impacted?”
Direct Deposit

(To Be Completed By All Taxpayers With Dependents)
Name of Bank:
Account Number:
Routing Number:
Kindly check the box below
Spouse’s Signature (only for joint returns)
Taxpayer signature
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Upload All necessary documents

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Referral Sheet

We continue to grow our business through loyal customers like you. Please look in your cellphones and provide us with at least 3 names and phone numbers of people needing assistance in preparing their taxes and getting back the maximum amount of money they are legally entitled as such it is imperative to us that you leave at least 1 referral:
Phone Number:
Name:
Please verify that you are human
Should be Empty:

TPP CLIENT INTAKE FORM

Our Contact

Personal Information

Prior Returns, Refunds and Notices

Income and Tax Documents

Dependents and Credits

Real Estate and Vehicles

Disabled

Additional Questions

Direct Deposit

Referral Sheet