2026 Client Intake Form

2026 Client Intake Form

Please fill out all information applicable to begin the tax filing process. Only complete form to file your 2025 tax return.
Are you a Returning Client or New Client?*

New ClientReturning Client
How did you hear about us?*

Previous ClientFacebookInstagramFlyerReferralOther
If someone referred you, please type his or her name here
Which Tax Year do you need to file?*

2022202320242025
- Taxpayer Name*
  
  First NameMiddle Name or Initial
- *
  Last Name
- *
  Suffix
- Taxpayer's Social Security Number*
  xxx-xx-xxxx
- Taxpayer's Date of Birth*
  
  MonthDayYear
- Current Home Address*
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Taxpayer's Email*
- Taxpayer's Phone Number*
  Please enter a valid phone number.Format: (000) 000-0000.
- Current Occupation*
- Filing Status*
- "Head of Household filers must provide one of the following documents to qualify for this status. Please select one of the three options below that you will submit for approval to file as Head of Household (HOH)."*
  
  LeaseUtility BillMortgage Statement
- Did you pay over half the expenses of maintaining your residence for the entire year?*
  
  YesNo
- Are you self-employed?
  
  YesNo
- Do you have a PIN? (Issued From IRS yearly)?*
  
  YesNo
- Enter the six-digit identity protection PIN Number
- Did you have health insurance for the entire year?*
  
  YesNo
- Who was your insurance with in 2024?*
  
  MarkerplaceMedicaidEmployer
- Are you college student ?*
  
  YesNo
- Are you disabled?*
  
  YesNo
- Can you be claimed by someone else as a dependent?*
  
  YesNo
- Will you be filing any dependents?*
  
  YesNo
- Spouse Basic Information
  
  Please complete this section if applicable
- Spouse Name
  
  First NameMiddle Name or Initial
- Last Name
- Suffix
- Current Home Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Spouse's Date of Birth
  
  MonthDayYear
- Spouse's Social Security Number
  xxx-xx-xxxx
- Spouse's Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Spouse's Email
- Spouses Current Occupation
- Are you self-employed?
  
  YesNo
- Are you college student ?
  
  YesNo
- Are you currently disabled?
  
  YesNo
- Did you have health insurance for the entire year?
  
  YesNo
- Who was your insurance with in 2024?
  
  MarkerplaceMedicaidEmployer
- Do you have a PIN? (Issued From IRS yearly)?
  
  YesNo
- Enter the six-digit identity protection PIN Number
- Dependents Information
- Have you ever been denied the Earned Income Credit (EITC)?*
  
  YesNo
- Did you pay for childcare for any of your dependents in 2023?*
  
  YesNo
- Is any of your dependent(s) a college student?*
  
  YesNo
- Dependent 1
  
  First NameMiddle Name
- Last Name
- Suffix
- Social Security Number
  xxx-xx-xxxx
- Date of Birth
  
  MonthDayYear
- How many months did the dependent live with you in 2024 ?
- What is dependent relationship to you?
- Why is the parent not claiming the dependent? (If not Son, daughter, foster or Stepchild)
- Did you provide 50% or more of the care and support for all dependent(s)?
  
  YesNo
- Dependent 2
  
  First NameMiddle Name
- Last Name
- Suffix
- Social Security Number
  xxx-xx-xxxx
- Date of Birth
  
  MonthDayYear
- What is dependent relationship to you?
- How many months did the dependent live with you in 2023 ?
- Why is the parent not claiming the dependent?
- Did you provide 50% or more of the care and support for all dependent(s)?
  
  YesNo
- Dependent 3
  
  First NameMiddle Name
- Last Name
- Suffix
- Social Security Number
  xxx-xx-xxxx
- Date of Birth
  
  MonthDayYear
- What is dependent relationship to you?
- How many months did the dependent live with you in 2023 ?
- Why is the parent not claiming the dependent?
- Did you provide 50% or more of the care and support for all dependent(s)?
  
  YesNo
- Dependent 4
  
  First NameMiddle Name
- Last Name
- Suffix
- Social Security Number
  xxx-xx-xxxx
- Date of Birth
  
  MonthDayYear
- What is dependent relationship to you?
- How many months did the dependent live with you in 2023 ?
- Why is the parent not claiming the dependent?
- Did you provide 50% or more of the care and support for all dependent(s)?
  
  YesNo
- Childcare Information
  
  Please complete this section if applicable
- Childcare Provider Name
- Childcare Provider EIN Number or Social Security Number
- Childcare Provider Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Education Information
  
  Please complete this section if applicable
- What is the name of the accredited college, trade school, or university?
- How many years of school have been completed before December 31, 2023?
  
  123More than 4 years
- Have you claimed The American Opportunity Education Credit in the past?
  
  YesNoUnsure
- Do you have any out-of-pocket medical expenses?*
  
  YesNo
- What type of medical expenses it is ?
- List the amount you paid out of pocket
- Do you own a home ?*
  
  YesNo
- Did you pay Home Mortgage Interest?
  
  YesNo
- Unemployment
  
  If you received unpemplouyemt please upload your document unfer the document sections
- Did you receive Unemployment?
  
  YesNo
- Documents Upload
- Taxpayer's Driver's License
  
  Cancelof
- Taxpayer's Social Security Card
  
  Cancelof
- Spouse's Social Driver's License
  
  Cancelof
- Spouse's Social Security Card
  
  Cancelof
- Taxpayer W-2/ 1099'S/ Invoices / Bank Statement
  
  Cancelof
- Childcare Expenses Documentation.
  
  Upload childcare Receipts/Records
  Cancelof
- Tuition Statement: 1098-T Form.
  
  If you have a 1098-T Form, please go ahead and upload it here
  Cancelof
- Student Load Interest Statment: 1098-E Form
  
  If you have a 1098-E Form, please go ahead and upload it here.
  Cancelof
- Mortgage Interest Statment: 1098-T Form
  
  If you have a 1098 Mortgage Interest Statement form, please go ahead and upload it here.
  Cancelof
- Certain Government Payment: 1099-G Form
  
  If you have a 1099-G Government Payments form, please go ahead and upload it here.
  Cancelof
- Referral Sheet
  
  We continue to grow our business through loyal customers like you. Please look in your cellphones and provide us with at least three (3) names and phone numbers of people needing assistance in preparing their taxes and getting back the maximum amount of money they are legally entitled as such it is imperative to us that you leave at least 1 referral.
- Name*
  
  First NameLast Name
- Phone Number*
  Please enter a valid phone number.Format: (000) 000-0000.
- Name
  
  First NameLast Name
- Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Name
  
  First NameLast Name
- Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Additional Services
  
  At Seventh Tax Solution, we do more than just taxes. Please check below if you would be interested in any of the additional services we provide. We will schedule a time to speak with you at a later time.
- Are you interested in Credit Repair?*
  
  YesNo
- Are you interested in Life Insurance?*
  
  YesNo
- Are you trying to buy a new home within the next 2 years?*
  
  YesNo
- Are you interested in AUDIT PROTECTION?*
  
  YesNo
- Type a question or include any additional information needed to complete your tax return.*
- How do you want your refund? (Select one of the following)*
  
  Refund Transfer: Direct Deposit) In about 7-14 days from the date your return is accepted electronically by the IRS, for the amount your refund, less filing fees will be deposited into your bank account.Refund Transfer: Check) In about 7-14 days from the date your return is accepted electronically by the IRS, you will receive a check for the amount your refund, less filing fees(Check will be available in our office)Refund Transfer: Debit Card) In about 7-14 days from the date your return is accepted electronically by the IRS, for the amount your refund, less filing fees will be deposited onto the debit card we issued to you.
- Cash Advance Options? (Select one of the following)
  
  Interest Free Loan (Amount up to $1,000)Interest Free Loan (Amount up to $6,000)
- Direct Deposit Information
  
  Please upload check the information enter
- Which type of account would you like your refund deposited into?
  
  Checking AccountSavings Account
- Name of Bank
- Bank Routing Number
- Bank Account Number
- Service Agreement
  
  CLIENT NON PAYMENT/OFFSET CLAUSE
  
  Seventh Tax Solutions LLC, we strive to assist all of our clients in their tax needs, howwever we understand that situations arise. If your refund is offset by the IRS, student loans, child support or your check is mailed, you are still obligated to pay our company the fees associated with filing your tax return.
  
  By signing this agreement you acknowledge that if payment is not made in full with in 30 days legal actions will be sought to resolve payment.
  
  I am giving Seventh Tax Soultion permission to prepare all forms related to my tax return; to apply for and secure EA's and RT's on my behalf; and sign all necessary forms and file my taxes electronically. I take full responsibility for the accuracy of this form and understand that Seventh Tax Soultion and/or associated affiliates hold no responsibility for any misrepresentation or false claims.
- Taxpayer's Signature*
- Spouse's Signature (Leave blank if no spouse)
- Date
  
  MonthDayYear
  Date
- Should be Empty:

2026 Client Intake Form

Spouse Basic Information

Dependents Information

Childcare Information

Education Information

Unemployment

Documents Upload

Referral Sheet

Additional Services

Direct Deposit Information