Tax Client Intake Form

Name*

First NameLast Name
Date of Birth*

MonthDayYear
Date
SSN*
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Current Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Filing Status*

SingleHead of HouseholdMarried Filing SeparatelyMarried Filing Jointly
Citizenship & Residency Status (Select one)*
Occupation*
Spouse Information
Spouse Name

First NameLast Name
Spouse Date of Birth

MonthDayYear
Date
Spouse SSN
Spouse Email
example@example.com
Spouse Phone Number
Please enter a valid phone number.
Spouse Current Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Spouse Occupation
Spouse Citizenship & Residency Status (Select one)

Were you, your spouse, or any dependents a full-time college or post-secondary student at any time in 2025?*

Yes – enrolled full-time in college, university, or trade schoolNo
Important: If you answered “Yes,” please upload Form 1098-T for each student listed on the return.

If you did not receive a 1098-T, let me know — many schools provide it through the student portal.
Did you buy or refinance a home in 2025?*

Yes, bought a homeYes, refinancedNo
Did you purchase a vehicle in 2025?*

Yes, new vehicleYes, used vehicleNo
Did you buy, sell, trade, exchange, or hold digital assets (crypto, NFTs, tokens) in 2025?*

YesNo
Did you and/or your spouse earn overtime pay (OT) at any job during 2025?*

Yes - both me and my spouseYes - just meYes - just my spouseNo
Did you and/or your spouse receive tips during 2025 (cash, credit card, or digital tips)?*

Yes - both me and my spouseYes - just meYes - just my spouseNo
Please upload your exchange statements and any 1099-DA forms received:

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Are you claiming any dependents?*

YesNo

Does you, your spouse, and/or your dependents have health insurance within 12 months last year? If yes, who covers for it?

Do you have any expenses for child care?

YesNo
How much did you pay in child care?
Please provide the name, address, and social security number or EIN # of your childcare
Are you currently renting?

YesNo
What is the monthly rental amount?
Do you have your own home?

YesNo
Do you have documents that shows you paid for property taxes?

YesNo
Do you have mortgage interest?

YesNo
Did you file a federal tax return for 2024?*

YesNo
Did you receive unemployment in 2025?*

YesNo
Did you (or your spouse) take money out of a retirement account in 2025 (e.g., 401k, IRA, pension, annuity)?*

YesNo
Did you purchase a health plan through the Health Insurance Marketplace in 2025?*

YesNo
Did your address change since last last year's tax return?*

YesNo
**You MUST submit form 1095-A below. If you have not received the form, call 1-800-318-2596.
Are you a victim of identity theft?

YesNo
Upload picture of Drivers License, State ID, or Passport (include spouse if applicable)*

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Upload ALL tax documents here: *

(W-2, 1099-NEC, 1099-INT, 1099-DIV, 1099-R, 1099-G, 1099-K, SSA-1099, 1095-A, etc.) Include spouse documents if filing jointly.
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Upload picture of Dependents Social Security Card(s)

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Upload SSN card or immigration/work authorization document

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General Expenses

Rows	Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses

EPS Security Question (Required for Fee Collection)*
Security Answer (case-sensitive)*
Referral Name (if applicable) and Additional Comments
If someone referred you, please enter their first name here, followed by any additional comments.
Client Agreement & Signature
Client Acknowledgment

I certify that the information provided in this form is true, complete, and accurate to the best of my knowledge. I authorize KL Precision Tax Services to collect and use my personal and sensitive information, including government-issued identification and Social Security numbers, solely for the purpose of preparing my tax return. I understand that I am responsible for providing accurate documentation and that final tax outcomes depend on the information supplied.
Client Signature*
Date Signed*

MonthDayYear
Date
Spouse Signature
Date Signed

MonthDayYear
Date
Should be Empty:

Spouse Information