Client Intake Form

Client Intake Form
What is your tax professional name?*
Which Tax Year Are You Filing? If you are filing multiple years you must complete a separate form for each year. *
Name*

First NameLast Name

SPOUSE'S INFORMATION
Spouse's Full Name
Spouse's Social Security
Spouse's Date of Birth
Example: 01/01/2001
Spouse's Phone Number
Spouse's Email Address
Example: example@example.com
Spouse's Driver's License/State ID (Stand directly over the item on a flat surface and zoom in for a clear shot)

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Spouse's Driver's License/State ID (Stand directly over the item on a flat surface and zoom in for a clear shot)

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Spouse's Social Security Card (Stand directly over the item on a flat surface and zoom in for a clear shot)

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Did you and your spouse live apart for more than 6 months in 2022?

YesNo
What months?
SPOUSE IPPIN IDENTITY THEFT IF (APPLICABLE) (Stand directly over the item on a flat surface and zoom in for a clear shot.)

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INCOME
Are you self employed?*

YesNo
Upload W2 statements (Stand directly over the item on a flat surface and zoom in for a clear shot.)

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Upload W2 statements (Stand directly over the item on a flat surface and zoom in for a clear shot.)

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Did you receive unemployment ?

YesNo
1099 Unemployment Taxpayer/Spouse (Stand directly over the item on a flat surface and zoom in for a clear shot.)

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Upload other Misc. Income Documents such as 1099 INT, 1099 DIV, 1099 NEC. (Stand directly over the item on a flat surface and zoom in for a clear shot.)

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