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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.
All fields marked with * are required and must be filled.
Please Select Your Tax Preparer *
*
Please Select
Brea Weatherall
Lashawnvea Moss
Jason Hubbard
Brittney Johnson
Courtney Harrell
Genell Nichols
2026 CLIENT INTAKE FORM
Who Referred You? *
*
Is This Your First Time Filing Taxes?
*
YES
NO
Taxpayer's Name
*
First Name Middle Name
Last Name
Social Security Number
*
Date of Birth
*
-
Month
-
Day
Year
Date
Occupation
*
Filing Status
*
Please Select
Head of Household
Single
Widow(er)
Married Filing Seperate
Married Filing Jointly
Email Address
*
Phone Number
*
Please enter a valid phone number.
Are you totally and permanently disabled?
*
YES
NO
Are you legally blind?
*
YES
NO
Spouse Name
First Name Middle Name
Last Name
Suffix
Please Select
None
Jr. - Junior
Sr. - Senior
II - the second
III - the third
IV - the fourth
Social Security Number
Date of Birth
-
Month
-
Day
Year
Date
Occupation
Filing Status
Please Select
Head of Household
Single
Widow(er)
Married Filing Seperate
Married Filing Jointly
Email Address
Phone Number
Please enter a valid phone number.
Are you totally and permanently disabled?Type a question
Yes
No
Are you legally blind?
Yes
No
Address
NO P O BOX / PHYSICAL ADDRESS ONLY
Street Address Line 2
City
State / Province
Postal / Zip Code
HEAD OF HOUSEHOLD FILERS MUST PRESENT ONE OF THE FOLLOWING TO FILE THIS STATUS: Choose one of the 3 options that you will submit to be approved to file (HOH) Head of Household.
*
Lease
Utility Bill
Mortgage Statement
Dependent 1
First Name Middle Name
Last Name
Suffix
Please Select
None
Jr. - Junior
Sr. - Senior
II - the second
III - the third
IV - the fourth
Social Security Number
Date of Birth
-
Month
-
Day
Year
Date
Relationship
Please Select
Son
Daughter
Stepson
Stepdaughter
Adopted Son
Adopted Daughter
Foster Child
Son-in-law
Daughter-in-law
Brother
Sister
Stepbrother
Stepsister
Father
Mother
Stepfather
Stepmother
Grandson
Granddaughter
Parent
Stepparent
Adoptive Parent
Foster Parent
Aunt
Uncle
Niece
Nephew
Stepchild
Half Brother
Half Sister
Lived with me (the taxpayer) for a duration of 12 months in 2025 or at least 6 months.
Yes
No
Dependent 2
First Name Middle Name
Last Name
Suffix
Please Select
None
Jr. - Junior
Sr. - Senior
II - the second
III - the third
IV - the fourth
Social Security Number
Date of Birth
-
Month
-
Day
Year
Date
Relationship
Please Select
Son
Daughter
Stepson
Stepdaughter
Adopted Son
Adopted Daughter
Foster Child
Son-in-law
Daughter-in-law
Brother
Sister
Stepbrother
Stepsister
Father
Mother
Stepfather
Stepmother
Grandson
Granddaughter
Parent
Stepparent
Adoptive Parent
Foster Parent
Aunt
Uncle
Niece
Nephew
Stepchild
Half Brother
Half Sister
Lived with me (the taxpayer) for a duration of 12 months in 2024 or at least 6 months.
Yes
No
Dependent 3
First Name Middle Name
Last Name
Suffix
Please Select
None
Jr. - Junior
Sr. - Senior
II - the second
III - the third
IV - the fourth
Social Security Number
Date of Birth
-
Month
-
Day
Year
Date
Relationship
Please Select
Son
Daughter
Stepson
Stepdaughter
Adopted Son
Adopted Daughter
Foster Child
Son-in-law
Daughter-in-law
Brother
Sister
Stepbrother
Stepsister
Father
Mother
Stepfather
Stepmother
Grandson
Granddaughter
Parent
Stepparent
Adoptive Parent
Foster Parent
Aunt
Uncle
Niece
Nephew
Stepchild
Half Brother
Half Sister
Lived with me (the taxpayer) for a duration of 12 months in 2024 or at least 6 months.
Yes
No
Dependent 4
First Name Middle Name
Last Name
Suffix
Please Select
None
Jr. - Junior
Sr. - Senior
II - the second
III - the third
IV - the fourth
Social Security Number
Date of Birth
-
Month
-
Day
Year
Date
Relationship
Please Select
Son
Daughter
Stepson
Stepdaughter
Adopted Son
Adopted Daughter
Foster Child
Son-in-law
Daughter-in-law
Brother
Sister
Stepbrother
Stepsister
Father
Mother
Stepfather
Stepmother
Grandson
Granddaughter
Parent
Stepparent
Adoptive Parent
Foster Parent
Aunt
Uncle
Niece
Nephew
Stepchild
Half Brother
Half Sister
Lived with me (the taxpayer) for a duration of 12 months in 2024 or at least 6 months.
Yes
No
IF YOU ARE CLAIMING A DEPENDENT, PLEASE ANSWER THE QUESTIONS BELOW THAT PERTAINS TO YOUR DEPENDENT RELATIONSHIP. PER THE IRS REQUEST, WE MUST PROVE THAT NOBODY ELSE IS ELIGIBLE TO CLAIM YOUR DEPENDENT BY YOURSELF.
If claiming Son/Daughter, where is the other parent of the dependent/dependents? Is the other parent providing any financial support?
If claiming Niece, Nephew, Aunt, or Uncle, how are you related to the dependent? Where are the parents to the dependent/dependents?
If claiming brother or sister, how are you related to the dependent? Why are the parents not claiming the dependent/dependents?
Did you pay someone to watch your child/children?
Yes
No
Do you own your home or rent?
*
Own
Rent
Do you have energy star rated improvements to your home?
Windows
Doors
Furnace
Other
None
Do you intend to purchase a new home in the upcoming year?
*
Yes
No
Are you receiving any housing assistance or support?
*
Yes
No
Do you receive SNAP/TANF BENEFITS?
*
Yes
No
Are you, spouse and or dependent(s) permanently disabled or blind?
Yes
No
Did you, your spouse and or dependent(s) collect Social Security or Retirement income?
*
Yes
No
Did you receive, sell, exchange, or otherwise dispose of any digital assests (e.g., cryptocurrency) during the tax year? (1099DA)
*
Yes
No
If yes, please provide details of any digital assest transactions, including dates, amounts, and the platform used.
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Did you sell any stock?
*
Yes
No
Did you withdraw any money from your 401k?
*
Yes
No
Are you and or your spouse a BUSINESS OWNER, SELF EMPLOYED or have unreported income?
*
Yes
No
List Business Expenses
Amount (USD)
Expense Name
Advertising
Travel
Rent/Lease
Meals
Supplies
Taxes
Licenses
Other Supplies
Labor
Equipment
Utilities
Commission
Insurance
Legal Fees
Repairs
Phone
Gas
Uniforms
Other
Terms and Conditions
I confirm that the expenses mentioned above are accurate and have been submitted by the taxpayer. I take full responsibility for each entry on this form and do not hold THE COLLECTIVE TAX GROUP or its preparers accountable for any audits that may result from the entries provided.
Self-Employment Expense Log, Summary of Income, Business License, Bank Statements, Receipts, etc,
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Did you purchase Health Insurance through healthcare.gov Marketplace (Obama Care) ?
*
Yes
No
If YES, Did you receive a 1095-A Form from the Marketplace?Did you purchase Health Insurance through healthcare.gov Marketplace (Obama Care) ?
*
Yes
No
Were you previously issued an Identity Protection Pin (IP PIN) by the IRS?If YES, Did you receive a 1095-A Form from the Marketplace?
*
Yes
No
Do You Have An ID.ME Account?Were you previously issued an Identity Protection Pin (IP PIN) by the IRS?
*
Yes
No
If Not, Visit IRS.GOV/ID.ME An Create An Account.
*
Input Username and Password
What Is Your Mother Maiden Name?
*
ID Verify Verification Purposes
What Is Your Father Last Name?
*
ID Verify Verification Purposes
City And State Where They Were Born In
*
ID Verify Verification Purposes
Were you disallowed the E.I.T.C. the previous year?
Yes
No
Did you, spouse and/or dependent (19-24 years old) attend school for at least 6 months?
*
Yes
No
Did you make college tuition payments and receive a 1098-T Form Last Year?
*
Yes
No
Do you have any other income other than your W-2(s)?
*
Yes
No
General Expenses
Amount (USD)
Medical Expenses
Dental Expenses
Insurance Premiums paid
Prescription Drugs and Medications
Home Mortgage
Home Mortgage
Cash Contributions
Non-Cash Contributions
Union Dues
Investment Expenses
Unreimbursed Business Expenses
Do you owe any delinquent:
*
Child Support
Alimony
Student Loans
Back Taxes
State Taxes
None of the Above
Did You File 2024-2025 Taxes?
*
Yes
No
DID YOU SUCCESSFULLY RECEIVE YOUR 2025 TAX REFUND?
*
Yes
No
How would you like to receive your refund?
*
Refund Transfer Direct Deposit
Refund Transfer Debit Card
Refund Transfer Paper Check
UPLOAD VALID PICTURE IDENTIFICATION
*
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UPLOAD A SELFIE OF YOURSELF
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UPLOAD SOCIAL SECURITY CARD
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UPLOAD DEPENDENT'S SOCIAL SECURITY CARD
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UPLOAD DEPENDENT'S SOCIAL SECURITY CARD
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UPLOAD DEPENDENT'S SOCIAL SECURITY CARD
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UPLOAD DEPENDENT'S SOCIAL SECURITY CARD
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UPLOAD 2025 W2 FORM
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UPLOAD ADDITIONAL TAX DOCUMENTS i.e. Recent Utility Bill, Current Lease, Mortgage
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UPLOAD ADDITIONAL TAX DOCUMENTS i.e. Property Tax Statements, Education Expenses Receipts, Medical Expenses Receipts, Charitable Donation Receipts, Investment Statements, Business Expense Receipts, Childcare Provider Information, Health Insurance Statements, Alimony Payments Documentation, Job-related Expenses Receipts.
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2025 TAX RETURN
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Banking Information
*
Name of Bank
Routing Number
Account Number
Checking/Savings?
ENTER BANK DATA
I, (Taxpayer), affirm that the information provided is accurate to the best of my knowledge. I authorize THE COLLECTIVE TAX GROUP to prepare my taxes based on the provided information. I acknowledge financial responsibility for any outstanding balance due to inaccurate information. In case of a balance due, I agree to pay the tax preparation fee upfront. Even if an entity claims the entire refund, I remain obligated to pay the tax preparation fee. If an amendment is required without fault of the tax preparer, a $300 upfront fee is applicable. THE COLLECTIVE TAX GROUP is not liable for false information or missing 2024 income documents. I understand that the emailed tax return is viewable post-submission, and additional copies incur a $40.00 fee. All fees, including bank and service fees, are outlined in the return and are non-refundable. No exceptions apply. By signing, I grant permission for THE COLLECTIVE TAX GROUP to transmit my 2024 tax return. For federal refund tracking, use www.irs.gov, and for state refund tracking, use your state Department of Revenue site. Do not combine federal and state amounts. Allow 8 weeks post-submission before contacting the IRS. For direct assistance, email Thecollectivetaxgroup@gmail.com or contact the IRS at 800-829-1040. IF YOU AGREE TO ALL STATED ABOVE, SIGN BELOW.
*
I agree to the terms and conditions outlined above, and this is my signature below. Please be aware that by signing below and giving us your income tax information, you expressly agree to the terms of this engagement letter.
Signature
*
Please understand that you are signing agreeing that your electronic signature will be transferred to your tax documents.
Spouse's Signature
Please understand that you are signing agreeing that your electronic signature will be transferred to your tax documents.
WHEN CAN I EXPECT MY REFUND?If you claim the earned income tax credit (EITC) or the additional child tax credit (ACTC) on your tax return, by law the IRS can't issue your refund before mid- February - even the portion not associated with EITC or ACTC DISCLOSURE: I understand the eligibility requirements for claiming the Earned Income Tax Credit (EITC) and confirm that the information I have provided complies with IRS guidelines. I acknowledge that providing false information may be considered perjury, and as the taxpayer, I could face penalties for misrepresenting the EITC rules.
Taxpayer Printed Name
*
Date
*
-
Month
-
Day
Year
Date
Submit
Submit
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