Priority Tax Intake form 2025

Priority Tax Intake form 2025

Priority Tax Services

2026 Tax Client Intake Form
Consent and Agreement

By submitting this application, I acknowledge and agree to provide my personal information, including but not limited to my full name, date of birth, social security number, current address, banking information, and any other necessary details. I understand that this information is required for verification purposes, accurate tax return preparation, and to ensure the timely processing of any refunds, credits, or payments I may be eligible to receive.

I confirm that all the information provided is accurate and up-to-date. I further consent to the use of this information solely for the purposes outlined above and acknowledge that it will be handled with the utmost confidentiality and in compliance with applicable laws.

WE DO NOT OFFER FREE QUOTES; ONCE FORM IS SUBMITTED YOU ARE AUTHORIZING US TO FILE A RETURN ON YOUR BEHALF. A $150.00 FEE WILL BE ACCESSED IN THE EVENT YOU WISH TO STOP SERVICE AFTER COMPLETING THIS FORM.

By checking “I agree” and signing below, I confirm my understanding and consent.
YesNo
Signature*

Clear
FacebookInstagramReferralReturning Client
If someone referred, you please list the name.
What is the best time to reach you?
YesNo
If Yes Upload here:

Cancelof
If unable to upload or did not receive your 2024 tax return paperwork, you will need an ID.ME account so we can review your Tax Return Transcript. If you need assistance, we are happy to help.
YesNoNeed Help to set up one
- SingleHead Of HouseholdMarried Filing SeparateMarried Filing Joint
- Taxpayer Name*
  
  First NameLast Name
- Taxpayer SSN*
  example:000-00-0000
- Taxpayer Date OF Birth*
  example:12/31/2000
- Taxpayer Phone Number*
  Example: 222-326-4444
- Taxpayer Address*
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Taxpayer Occupation*
  Example: job title
- Taxpayer Email*
  Example: yourname@yahoo.com
- Spouse Name
- Spouse SSN
- Spouse Date of Birth
- Spouse Email
- Spouse Occupation
- W2Unemployment IncomeHousehold EmployeeSelf-EmployedAny 1099 forms
- Business income received.
  Example:$15,000.00
- Please list all your business expenses here.
  Example: Advertisement $25.00
- YesNo
- YesNo
- YesNo
- YesNo
- YesNo
- Section 8Rental Assistance
- YesNo
- Dependent #1 Name
  
  First NameLast Name
- Dependent #1 Date of Birth
- Dependent #1 SSN#
- Relationship to Taxpayer
- Dependent #2 Name
  
  First NameLast Name
- Dependent #2 SSN#
- Dependent #2 Date of Birth
- Relationship to Taxpayer
- Dependent #3 Name
  
  First NameLast Name
- Dependent #3 SSN#
- Dependent #3 Date of Birth
- Relationship to Taxpayer
- Dependent #4 Name
  
  First NameLast Name
- Dependent #4 SSN#
- Dependent #4 Date of Birth
- Relationship to Taxpayer
- If you have additional dependents, please list them here. Name, Date of Birth, Social Security Numbers and Relationship.
- How many months did the dependent(s) live in the same home as you?
  Example: 12 Months
- YesNo
- Please upload a copy of your daycare form here.
  
  Cancelof
- YesNo
- YesNo
- YesNo
- Please upload your marketplace insurance 1095-A form.
  
  Cancelof
- YesNo
- YesNo
- If you have your 1098-T form, please upload here.
  
  Cancelof
- Direct DepositCheckPrepaid Card
- CheckingSavings
- Name Of Bank?
- Routing Number
- Account Number
- YesNoTell me more about the service
- YesNoTell me more about the service
- YesNo
- Please list your pin here.
- Date*
  
  MonthDayYear
  Date
- Primary Taxpayers Signature *
  
  Clear
- Taxpayers Spouse Signature if applicable
  
  Clear
- Date
  
  MonthDayYear
  Date
- Do you have any questions? If so type here.
- Taxpayer’s Drivers License *
  
  Cancelof
- Taxpayer and dependent(s) Social Security card(s)*
  
  Cancelof
- Taxpayer’s W-2 /1099’s
  
  Cancelof
- Self-Employment only! Expenses log,Summary of income etc
  
  Cancelof
- Dependent(s) Birth Certificate
  
  Cancelof
- Proof of Residency.
  
  Cancelof
- Take a Selfie*
- Should be Empty: