Tax Preparation Virtual Client Intake Form

Tax Preparation Virtual Client Intake Form

Thank you for choosing our tax preparation services. Please complete the following form to provide us with the necessary information for your tax preparation.
Appointment
Client Information
Full Name

First NameLast Name
DOB
SOCIAL SECURITY NUMBER
Email Address
example@example.com
Phone Number
Please enter a valid phone number.
OCCUPATION
Are you a full time student

yesno
Spouse Name

First NameLast Name
SOCIALSECURITY NUMBER
DOB
Phone Number
Please enter a valid phone number.
Email
example@example.com
Occupation
Are you a full time student

yesno
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Tax Information
Tax Year
Filing Status

SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er)
Dependents
Does your dependent(s) have tuition expenses?

YESNO
Do you have state return you requesting?

yesno
Do you need a return amened and what year
Do you have child care expense?
Do you rent or own
Do you have documents to show you paid property taxes?
Are you legally blind or totally disabled
Income

Please provide the following income information for the tax year.
INCOME CLICK ALL THAT APPLY

W-2UNEMPLOYMENTLottery or Gambling Income W-2GInterest IncomeSelf-Employment-Bus. Income (Sch.C)Rental IncomePension/Retirement IncomeFarm IncomeDividend/Sale of StocksAlimony ReceivedTipsPublic/State Aid IncomeSocial Security Income
File Upload UPLOAD ALL INCOME SUPPORTING DOCUMENTS

Cancelof
Total Income During the Fiscal Year $
TAX RELATED QUESTIONS
Standard Deduction
Itemized Deductions
Credits

Please provide the following credit information for the tax year.
Child Tax Credit
YES OR NO
Education Credits
YES OR NO
Other Credits
ANY ADDTIONAL
Additional Information
Date

MonthDayYear
Date
Signature

Powered by Jotform SignClear
SPOUSE

Powered by Jotform SignClear
Should be Empty:

Tax Preparation Virtual Client Intake Form

Client Information

Tax Information

Income

TAX RELATED QUESTIONS

Credits