2025 Client Intake Form Logo

  • Taxpayer Information

  • 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

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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.... 

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  • 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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  • 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

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  • DEPENDENTS

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  • Tax Related Questions

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  • ADJUSTMENTS TO INCOME

  • Deductions

  • Payments

  • MISCELLANEOUS

  • SIGNATURE

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