Client Intake

Thank you for taking time to complete your 2024 Client Questionnaire . For new client this information is critical to ensure we accurately file your tax return .For existing client we kindly request you provided this information again to ensure our records are 100% accurate and up to date .

IMPORTANT: UPON COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO OUR OFFICE. CLOSING YOUR BROWSER BEFORE CLICKING THE "SUBMIT" BUTTON WILL DELETE ALL INFO WITHOUT SENDING TO US. IT SHOULD BE NOTED THAT UPON CLICKING THE SUBMIT BUTTON YOU WILL GET A CONFIRMATION EMAIL THAT WE RECIEVE YOUR INFO. PLEASE also note that to comply with federal and state identity theft protection efforts our firm will ask for valid state issued photo identification card during your engagement.

Taxpayer Information
Filing Status*

SINGLEHEAD OF HOUSEHOLDMARRIED FILING SEPARATEMARRIED FILING JOINTWIDOWER
Taxpayer Name*

First NameMiddle NameLast Name
Spouse Name

First NameMiddle NameLast Name
Taxpayer Date Of Birth *

MonthDayYear
Date
Spouse Date of Birth

MonthDayYear
Date
Did you receive a 6 digit IDENTITY PROTECTION PIN

YESNO
If (yes) IP-PIN
Taxpayer Social Security Number *
Spouse Social Security Number
Taxpayer Occupation *
Spouse Occupation
Phone Number*
Please enter a valid phone number.
Taxpayer email address *
example@example.com
Cell Phone Provider
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

SUPPORTING DOCUMENTATION
LICENSE OR ID

Cancelof
SOCIAL SECUIRTY CARD

Cancelof
TAXPAYER W-2

Cancelof
Spouse W-2

Cancelof
Upload Form 1099-SSA (Social Security )

Cancelof
1099-G (Unemployment)

Cancelof
1099-MISC( Independent Contractor)

Cancelof
Child Days Care Expense

Cancelof
1098 Mortgage Interest Form

Cancelof
1098-T (Student Credit)

Cancelof
1095A- Obama Care/ Out of Marketplace Insurance

Cancelof
1099-K(Payment Card and Third Party Network Transaction

Cancelof
ADDITIONAL TAX FORMS

Cancelof
Additional Comments
Would you like you tax refund direct deposited into your bank account?If so, please complete bank information below
Bank Name*
Account Number *
Routing Number *
TYPE OF ACCOUNT *
How did you hear about us ?

In PersonSocial MediaBillboardReferral of a another person or organization

Acknowledgment & Signature
I acknowledge that all information provided to Motion Tax Services is true and accurate to the best of my knowledge . I understand that I required to have any supporting documentation to validate the information provided. Futhermore I understand that knowingly providing false infromation on my tax return and reporting it to the IRS, that I am taking part in potentially criminal penalty situation and is punishable by law including but to not limited to facing court dates,resituation and possible imprisonment. I waive Motion Tax Services and the preparer of any error due to incorrect information provided by me. By signing below, I authorize Motion Tax Services to file my tax return.
Date Signed

MonthDayYear
Date
Taxpayer Signature*

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Date

MonthDayYear
Date
Spouse Signature

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Thank you for taking time to complete your 2024 Client Questionnaire . For new client this information is critical to ensure we accurately file your tax return .For existing client we kindly request you provided this information again to ensure our records are 100% accurate and up to date .