Client Intake Form
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  • Tax Preparation Client Intake Form

  • Tax Year*
  • Are you a…*
  • Tax Form*
  • Have any of the following changed since last year? (For you or your spouse, if filing jointly)
  • Filing Status (1040)*
  • Filing Status (1040-NR)*

  • Taxpayer Information

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  • Are you a full-time student?*
  • Are you totally and permanently disabled?*
  • Are you legally blind?*
  • Can anyone else claim you as a dependent on their tax return?*
  • Are you claiming any dependents on your tax return? (typically children, parents, other family members who lived with you and you provided significant financial support. Do not include your spouse.)*
  • Do you want $3 of your taxes to go to the Presidential Election Campaign Fund? This will not change your tax or refund.*
  • Are you filing a state tax return?*
  • Which state(s)?
  • Do you wish to enroll (or update your information) with your state's Organ and Tissue Donor Registry?*
  • The IRS will only send refunds by direct deposit (paper checks are no longer available). Do you want to provide bank account information now?*
  • If you owe additional taxes, do you want your balance due withdrawn from a U.S. bank account?*
  • Account type*

  • Spouse Information

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  • Is your spouse a full-time student?
  • Is your spouse totally and permanently disabled?
  • Is your spouse legally blind?
  • Can anyone else claim your spouse as a dependent?
  • Does your spouse want $3 of your taxes to go to the Presidential Election Campaign Fund? This will not change your tax or refund.
    • Dependents 
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    • Has the IRS ever reduced or disallowed credits you claimed for one of these dependents on a previous year's tax return?
    • If the IRS audits your return, can you provide documentation of your eligibility to claim these individuals as dependents (and obtain any associated tax credits) and/or qualify for Head of Household status.

    • Note Regarding Eligibility for Child Tax Credit / Additional Child Tax Credit / Credit for Other Dependents

      If you are claiming one of these credits, the IRS requires that I tell you the following:

      • You may not claim the Child Tax Credit or Additional Child Tax Credit if you did not lived with the child for over half of the year, even if you supported the child, unless the child's custodial parent has given you written permission to do so. (Children born during the year are considered to have lived with you for the entire year.)
      • If you are divorced, separated, or otherwise live apart and are claiming a child or dependent tax credit, please review the special rules for determining tax credit eligibility in IRS Publication 596.

  • Tax Questions

  • Which of the following sources of income did you (or your spouse, if filing jointly) have during the year?
  • Starting in 2025, certain types of income in the US get special tax treatment. Did you receive tips and/or overtime pay in 2025?*
  • Did you contribute to a US retirement account or other tax-advantaged savings account? Select any that apply
  • Do any of the following situations apply to you (or your spouse/dependents, if applicable)?
  • Did you make any estimated payments to the IRS and/or a state tax agency? (This means you went to the IRS/state website or mailed a check to make a payment for the current tax year.)*
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  • International Tax Issues

  • Do you (and/or your spouse) live or spend most of your time outside the US?*
  • What is your immigration status in that country?*
  • Did you spend more than 330 days outside the U.S. in a 365-day period?*
  • What kind of housing did you live in?*
  • Did you spend any time in the U.S. during the year?*
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  • Did you have any non-US financial accounts during the year?*
  • You need to submit a Report of Foreign Bank and Financial Accounts (FBAR) to the U.S. Treasury Department. Do you want us to submit the FBAR for you?
  • Did the value of your non-US financial accounts exceed $50,000 USD on the last day of the tax year or $75,000 USD at any time during the tax year?
  • Did the value of your non-US financial accounts exceed $200,000 USD on the last day of the tax year or $300,000 USD at any time during the tax year?
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  • Did you have life insurance, accident/disability insurance policy, or annuity issued by a non-US insurance company?*

  • Nonresident Tax Return (Form 1040-NR)

  • Do any of these situations apply to you?*
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  • Rental Properties

  • Was the property or properties rented, or available to rent, for the entire year?*
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  • Self-Employment, Small Business, and Gig Economy

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  • Did you have a dedicated space in your home or apartment that was used regularly and exclusively for your business?*
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