• Client Tax Intake Form

    Thank you for taking time to complete the Client Tax Questionnaire. This questionnaire may take you up to 20 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form.

  • IMPORTANT: AFTER THE COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM, IT MUST BE CLICKED THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO THE OFFICE.  

     

    Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid state issued photo identification card during your engagement.

  • Do you have a copy of your prior year tax return?*
  • Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?*
  • Taxpayer Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Can another taxpayer claim you as a dependent on their tax return?*
  • Will you be filing a tax return with your spouse?*
  • Did the taxpayer work in or recive income in 2025?*
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  • Spouse Information

  • Spouse Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?
  • Can another taxpayer claim you as a dependent on their tax return?
  • Did the spouse work in 2025?
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  • Dependent Information

  • Do you have any dependents you will claim on 2025 tax return?*
  • Have you ever been disallowed for EITC/AOTC/CTC? ACTC?*
  • How many dependents will you claim on your 2025 tax return?*

  • Dependent 1

  • Was dependent (1) claimed on your tax return last year?*
  • Can anyone else claim dependent (1) on their 2025 tax return?*
  • Dependent (1) Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Is this your biological or legally adopted child?*

  • Dependent 2

  • Was dependent (2) claimed on your tax return last year?
  • Can anyone else claim dependent (2) on their 2025 tax return?
  • Dependent (2) Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Is this your biological or legally adopted child?

  • Dependent 3

  • Was dependent (3) claimed on your tax return last year?
  • Can anyone else claim dependent (3) on their 2025 tax return?
  • Dependent (3) Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Is this your biological or legally adopted child?

  • Four or more dependents

  • Who provided more than 50% of all dependents financial support in 2025?
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  • Child Care Expense Information

  • Did you pay any child care expenses for any dependents listed above?*
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  • Did you, your spouse, or any dependents attend college in 2025?*
  • Did the student attend college at least half time?
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  • Additional Person?
  • Did the student attend college at least half time?
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  • Did you, your spouse or dependents receive health insurance in 2025?*
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  • Mortgage and Other Information

  • Do you rent or own your current residence?*
  • If you own your home, have you received form 1098 from your mortgage lender?*
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  • Did you or your spouse receive social security benefits in 2025?*
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  • Are you self-employed?*
  • How did you calculate your total income? (Select all that apply)
  • How did you calculate your business expenses? (Select all that apply)
  • Do you or your spouse owe debt to any Government Agency; such as IRS, Student Loans, Child Support etc?*
  • Who paid the majority of household expenses (rent, utilities, food)?
  • Would you like your tax refund direct deposited into your bank account? If so, please complete bank information below:*
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  • Would you like to apply for a tax advance? (Repayment of loan will be automatically deducted from your federal return)
  • Should be Empty: