2025 Client Intake Form

  • Taxpayer Information

  • Are you interested in a Refund Advance?
  • Would you like to add on one or more of the following services?*
  • Is this an amended return?*
  • Would you like Audit Protection?*

  • Audit protection is a service that helps you recover financially if you’re ever audited by the IRS. It can also help you pay any penalties or taxes that may be assessed as a result of the audit3. It ensures that auditors are held accountable for their decisions and that if a balance is due as a result of the audit, you owe no more than you legally owe

  • Marital Status*
  • Filing Status
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  • Upload a document that reflects your ability to claim head of household. An example would be utility bill, rental agreement/payment, mortage, etc.... 

  • Date of Birth*
     - -
  • Format: (000) 000-0000.
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  • Do you have an ID Protection Pin?*
  • Did you receive SSI?*
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  • Did you receive a 1099NEC or Micellaneous Form?*
  • Do you have any receipts?

  • If you have any reciepts, please tally them up before your appointment. If not, there will be an additional fee on your return for the inconvience. We ask that you keep a record of all your expenses, so everything runs smoothly. Thanks

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  • If you are eligible for a refund, how would you like disbursement?*
  • Type a question

  • 2025 Client Intake Form

    As a Personal Income Tax Client, we need to collect the following information from you in order to begin to prepare your income tax return.  Please do not submit until you have everything received and ready. If you have not already, please review our final tax checklist to ensure you have everything required.  You may access this at the following link.https://xn--quicktaxservic-okb.com/things-you-need-to-know/f/important-remindersImportant: We require one form per person per tax year for whom we are preparing taxes.  The information you provide is confidential and will be treated accordingly.

  • Spouse and Dependents

  • Date of Birth
     - -
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  • DEPENDENTS

  • Relationship*
  • DOB
     - -
  • Format: (000) 000-0000.
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  • Relationship
  • DOB
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  • Format: (000) 000-0000.
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  • DOB
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  • Format: (000) 000-0000.
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  • DOB
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  • Format: (000) 000-0000.
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  • DOB
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  • DOB
     - -
  • DOB
     - -

  • Tax Related Questions

  • Relationship*
  • DOB of deceased dependent
     - -
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  • ADJUSTMENTS TO INCOME

  • Deductions

  • Payments

  • MISCELLANEOUS

  • SIGNATURE

  • Date*
     - -
  • Should be Empty: