2023 TAX SUB..

CLIENT INTAKE FORM

Please complete the intake form to the best of your ability. If a question or section doesn't apply to you, kindly skip that section. Completion of this form is REQUIRED to ensure you are filing your personal and/or business income & expenses correctly. This form is also required to help make sure you are in full compliance with the IRS. Please Text 214-276-4430 if you need assistance with completing this form.
Are you a returning Client or New Client
Are you a
How did you hear about us or referred by who
TAX YEAR FILING
Taxpayer

First NameMiddle NameLast Name
SS#
D.O.B

MonthDayYear
Date
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Filing Status
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
PIN NUMBER
If you have a PIN number from the irs enter here
Occupation
Spouse If Filing Jointly
Spouse information

FirstLast Name
SS#
D.O.B

MonthDayYear
Date
Occupation
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Dependants
Dependent #1

First NameMiddle NameLast Name
SS#
D.O.B

MonthDayYear
Date
Relationship to You
Number of months this person lived in your home 2024*
Dependent#2

First NameMiddle NameLast Name
SS#
D.O.B

MonthDayYear
Date
Relationship to You
Number of months this person lived in your him 2024*
Dependent #3

First NameMiddle NameLast Name
SS#
D.O.B

MonthDayYear
Date
Relationship to You
Number of months this person lived in your him 2024*
Dependent #4

First NameMiddle NameLast Name
SS#
D.O.B

MonthDayYear
Date
Relationship to You
Number of months this person lived in your him 2024*
Dependent #5

First NameMiddle NameLast Name
SS#
D.O.B

MonthDayYear
Date
Relationship to You
Number of months this person lived in your hm 2024
Are you intrested in Refund Advance up to $7000
Please keep in mind the $50 bank application processing fee will be deducted from your total refund amount. If you're approved, the approval amount will be emailed to you along with a direct deposit of the said amount, within 1 business day.
Do you have ALL of your tax documents? Keep in mind we will NOT begin working on your file until all documents have been received by our office.
W-2 OR LAST CHECKSTUBS / SUPPORTING DOCS

Cancelof
SELF EMPLOYMENT RECEIPTS IF ACCEPTIBLE

Cancelof
SS#

Cancelof
ID OR PAPER ID COPY ID OF TAX PAYER

Cancelof
1098-TUITION STATEMENT IF WENT TO SCHOOL

Cancelof
2441 FORM/CHILDCARE PROOF WITH EIN NUMBER

Cancelof
HOW WOULD YOU LIKE TO BE PAID
BANK NAME
IF YOU CHOOSE DIRECT DEPOSIT NO CASHAP OR CHIME BANK
ROUTING NUMBER
ACCOUNT NUMBER
PREPARER NAME
Sign Here

Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Signature
Signature

if filied joint
Date

MonthDayYear
Date
I give [PAID IN FULL FINANCIAL ] permission to prepare all forms related to my tax return and I have signed all necessary forms to file my income tax return electronically. I take full responsibility for the accuracy of this client intake form and I understand that [PAID IN FULL] holds no responsibility for any misrepresentation or false claims.
WE ARE HAPPY TO ASSIST YOU
Should be Empty:

CLIENT INTAKE FORM

Spouse If Filing Jointly

Dependants

WE ARE HAPPY TO ASSIST YOU