Individual Tax - New Client Form

  • Individual Tax - New Client Form

  • Filing Status
    • Taxpayer Information 
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    • Format: (000) 000-0000.
    • Employment Status
    • Are you a US Citizen?
    • Were you a full-time student for at least 5 months in 2024?
    • Were you legally disabled as of Dec 31st?
    • Were you legally blind as of Dec 31st?
    • Can you be claimed as a dependent on another person's tax return?
    • Spouse Information 
    •  - -
    • Format: (000) 000-0000.
    • Employment Status
    • Are they a US Citizen?
    • Were they a full-time student for at least 5 months in 2024?
    • Were they legally disabled as of Dec 31st?
    • Were they legally blind as of Dec 31st?
    • Are they eligible to be claimed as a dependent on another person's tax return?
    • Dependents 
    • Are you claiming any dependents?
    • Rows
    • Have you, your spouse, and your dependents had health insurance within 12 months in the last year?
    • Tax Related Questions 
    • Which forms of income do you have?
    • Did you contribute to a 401k or other pre-tax account?
    • Did you receive a Federal or State tax refund last year?
    • Has the IRS issued you with an Identity Protection Pin?
    • Did your dependents have tuition expenses?
    • Did you have any expenses for child care?
    • Did you have energy star rated improvements to your home?
    • Did you own or rent your home?
    • Do you have documents that show you paid for property taxes?
    • Did you have mortgage interest?
    • Did you have real estate tax?
    • Did you sell any stock?
    • Did you have virtual/crypto currency transactions in the last year?
    • Did you withdraw any money from your 401K account?
    • Did you pay any vehicle tax in the last year?
    • Did you purchase an electric vehicle within the last year?
    • Did you have any foreign transactions?
    • Were you a victim of identity theft?
    • Did you have children that qualified for the Child Tax Credit (CTC) from Jan 1st to Dec 31st, 2024?
    • Expenses 

    • Please fill in the information for expenses for the 2024 year only.

    • Rows
    • Acknowledgement & Signature 

    • By signing below, you acknowledge and confirm that all information you entered here is true and correct and related to the tax year 2024 (January 1, 2024 to December 31, 2024). You also permit Tax Time Services Inc. to capture and collect the information you entered in this form.

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