2024 Client Office Intake Form

2024 Client Intake Form
Please take a few moments to complete your 2024 Client Intake Form. This information is VERY critical in ensuring that we completely and accurately file your tax return. We also ask that returning clients please provide your updated information for THIS current tax year by filling out this years intake form as well.

Thank you for choosing us as your trusted tax professionals. We promise to maximize the tax refund owed to you, or reduce the taxes you owe to the IRS. If you have any questions while filling out this form, please don't hesitate to contact your tax professional for assistance. We are here to serve you!
PLEASE READ THE INFORMATION BELOW
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 INFORMATION WITHOUT SENDING IT TO US. IT SHOULD BE NOTED THAT UPON CLICKING THE SUBMIT BUTTON YOU WILL GET A CONFIRMATION EMAIL THAT WE RECEIVED YOUR INFORMATION. IF YOU DO NOT GET THAT CONFIRMATION EMAIL IN 30 MINUTES, CONTACT YOUR TAX PROFESSIONAL.

Please 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.

The page is highly secure. We use industry-leading technology, Secured Socket Layer (SSL), to keep your information safe. All sensitive information is securely transmitted and can not be compromised.

This intake form may take you up to 20 minutes to complete. Please be sure to organize all of your tax documents prior to starting the form.

Please complete this form in it's entirety. Missing documents will delay the processing and filing of your tax return.
Choose Your Tax Professional*
Are you a NEW or RETURNING Client?*
Upload a copy of your 2023 tax return (NEW CLIENTS ONLY, If you have it)

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Do you have an IRS.GOV account?*

YesNo
Do you have any unfiled tax returns? (not including this year)*

YesNo
If yes, what years are unfiled?
Did you work in 2024?*

YesNo
Do you or your spouse have DEFAULTED student loans?*

YesNo
Do you or your spouse owe money to the IRS or the DMV?*

YesNo
Do you or your spouse owe back child support*

YesNo
Did you receive a federal income tax refund last year?*

YesNo
If no, why not?
If you are unsure if you owe any governmental agency, please call the Debt Offset Hotline at 1-800-304-3107
How did you hear about Tax Solutions Plus?*

Taxpayer Personal Information
Filing Status*

SingleHead of HouseholdMarried Filing JointMarried Filing SeperateQualifying Widower
Name*

First NameLast Name
Social Security Number*
Date Of Birth*

MonthDayYear
Date
Cell Phone Number*

Area CodePhone Number
Email Address*
example@example.com
Occupation in 2024*
Current Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What Country did you live in in 2024?*

Dependent Information
Do you have any dependents?*

YesNo
Are they a dependent of another?*

YesNo
Have you ever been disallowed for the EITC, AOTC, CTC, or the ACTC?*

YesNo

Enter your dependent(s) information here (If you do not have dependent information, input NO in any box)*

	Name	SSN	DOB	Relationship	How many months did the dependent live in your household in 2023?	Is the dependent disabled	What school did the dependent attend in 2023?	Did the dependent work in 2023?
1
2
3
4
5
6

Do any of your dependents have an IP PIN (Identity Protection PIN) issued by the IRS?*

YesNo
If yes, list the dependents name(s) and IP PIN(s)
Do you have any childcare expenses?*

YesNo
Upload Childcare Expense Form(s) or Receipt(s)

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Upload Dependents Social Security Cards (if you do not have dependents listed above, upload a blank document here)*

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Upload Dependents Birth Certificates (if you do not have dependents listed above, upload a blank document here)*

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Were any of your dependents full-time or part-time college students in 2024?*

YesNo
If yes, upload the 1098-T form from their educational institution if applicable

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General Expenses

General Expenses*

	Amount for the entire year
Insurance premiums you paid (medical, dental, vision)
Amount paid to providers (doctors, dentists, etc.)
Prescriptions
Surgeries
Uniforms, School Supplies, Private School Tuition Fees (grade school dependent students ONLY)

Self-Employed/Business Information
Did you or your spouse own a business or were self-employed in 2024?*

YesNo
If yes, how much did your business make in 2024?

Business Information

	Business Name	Business EIN (if applicable)	Is your business registered with your local Secretary of State?	What type of goods and or services does your business offer?
1
2
3

Business Expenses

	Amount for the entire year
Advertising
Contract Labor
Commissions and Fees
Depletion
Employee benefit programs
Health Insurance
Insurance (other than health)
Long-Term Care Insurance
Mortgage interest
Other interest
Legal and professional services
Office expense
Pension and profit sharing
Rent or lease of equipment
Rent or lease of property
Repairs and maintenance
Supplies
Taxes and licenses
Travel
Meals
Utilites
Wages

Do you plan to purchase a home in the next year or two?*

YesNo
Additional Information:
If a Federal and or State refund is due to you, it will be sent to your bank account via direct deposit. Please provide (AND DOUBLE CHECK) your banking information below.

NO ONLINE BANKS ALLOWED

Banking Information*

	Banking Institution	Routing Number	Account Number	Is this a checking or savings account?
Banking Information
Confirm Banking Information

Engagement Agreement & Signatures
I acknowledge that all information provided to Tax Solutions Plus is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information that I provided. Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, I am taking part in a criminal penalty situation which is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment. I waive Tax Solutions Plus and the tax preparer, of any error due to incorrect information provided by me. By signing below, I authorize Tax Solutions Plus to file my tax return.
Taxpayer Signature*

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Date Signed*

MonthDayYear
Date
Spouse Signature

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Date Signed

MonthDayYear
Date
I also acknowledge that by signing this form, if I and/or my spouse owes a federal/government debt such as IRS, child support, student loans etc., that I/we are still responsible for any and all tax preparation fees due to Tax Solutions Plus at the time of service or upon notification of my/our tax refund being offset which included the tax preparation fees. Also, if the tax refund is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand that Tax Solutions Plus will take legal action to collect all unpaid tax preparation fees and any fees associated with their collection.
Taxpayer Signature*

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Date Signed*

MonthDayYear
Date
Spouse Signature

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Date Signed

MonthDayYear
Date
Should be Empty:

2024 Client Intake Form

PLEASE READ THE INFORMATION BELOW

Please 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.

The page is highly secure. We use industry-leading technology, Secured Socket Layer (SSL), to keep your information safe. All sensitive information is securely transmitted and can not be compromised.

If a Federal and or State refund is due to you, it will be sent to your bank account via direct deposit. Please provide (AND DOUBLE CHECK) your banking information below.