Client Intake 2025

Thank you for taking time to complete your 2025 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.
- 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
- 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.Format: (000) 000-0000.
- Taxpayer email address *
  example@example.com
- Cell Phone Provider
- Address*
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code

- 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 *
- In PersonSocial MediaBillboardReferral of a another person or organization
- 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*
  
  Powered by Jotform SignClear
- Date
  
  MonthDayYear
  Date
- Spouse Signature
  
  Powered by Jotform SignClear

Should be Empty:

Rows	NAME	DATE OF BIRTH	SOCIAL SECURITY NUMBER	RELATIONSHIP
1
2
3
4
5
6

Thank you for taking time to complete your 2025 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 .