Tax Preparation Client Intake Form

  • Tax Preparation Client Intake Form

  • Thank you for filing with D818 Consultinh we are excited to serve and be your Credit &Tax Solution. Please gather all documents prior to completing this link as it will time out due to inactivity or browser security reasons. We advise doing this on a tablet, laptop or computer for a premium experience.

  • Filing Status*
  • What year are you filing, please only select 1 year at a time and only upload items for that tax year*
    • Taxpayer Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Are you a full-time student?
    • Are you totally and permanently disabled?
    • Spouse Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Are they a full-time student?
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    • Are they totally and permanently disabled?
    • Dependents 
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    • Tax Related Questions 
    • Employment Status
    • Are you contributing to 401k or other pre-tax account?
    • Is this your first time opening a pre-tax account?
    • Does your dependents have tuition expenses?
    • Do you have any expenses for child care?
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    • Do you have energy star rated improvements to your home?
    • Are you currently renting?
    • Do you own your home?
    • Do you have documents that shows you paid for property taxes?
    • Did you sell any stock?
    • Did you take money from your 401?
    • Did you pay your vehicle tax?
    • Do you have mortgage interest?
    • Do you have real estate tax?
    • Did you receive a federal tax last year?
    • Are you a victim of identity theft?
    • Expenses 

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

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    • Rows
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    • Browse Files
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    • Browse Files
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    • Browse Files
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    • Browse Files
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    • Browse Files
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    • I give consent to use, consent to disclose my  federal tax and state tax return information to D818 Consulting, my individual/ household as well as business information deemed neccessary for federal and state paper or electronic filing
      Please Select this link and review the consent to use, consent to disclose & Engagement Letter.CONSENT TO USE, CONSENT TO DISCLOSE, ENGAGEMENT LETTERS forllowing this form after completion.

      By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

    • Acknowledgment & Signature 
    • Date Signed
       - -
    • Date Signed
       - -
    •  
    • Should be Empty: