2025 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.

All fields marked with * are required and must be filled.
Please Select Your Tax Preparer *
2026 CLIENT INTAKE FORM
Who Referred You? *
Is This Your First Time Filing Taxes?
Taxpayer's Name

First Name Middle NameLast Name
Social Security Number
Date of Birth

MonthDayYear
Date
Occupation
Filing Status
Email Address
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Are you totally and permanently disabled?
Are you legally blind?
Spouse Name

First Name Middle NameLast Name
Suffix
Social Security Number
Date of Birth

MonthDayYear
Date
Occupation
Filing Status
Email Address
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Are you totally and permanently disabled?Type a question
Are you legally blind?
Address

NO P O BOX / PHYSICAL ADDRESS ONLY

Street Address Line 2

CityState / 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.
Dependent 1

First Name Middle NameLast Name
Suffix
Social Security Number
Date of Birth

MonthDayYear
Date
Relationship
Lived with me (the taxpayer) for a duration of 12 months in 2025 or at least 6 months.
Dependent 2

First Name Middle NameLast Name
Suffix
Social Security Number
Date of Birth

MonthDayYear
Date
Relationship
Lived with me (the taxpayer) for a duration of 12 months in 2024 or at least 6 months.
Dependent 3

First Name Middle NameLast Name
Suffix
Social Security Number
Date of Birth

MonthDayYear
Date
Relationship
Lived with me (the taxpayer) for a duration of 12 months in 2024 or at least 6 months.
Dependent 4

First Name Middle NameLast Name
Suffix
Social Security Number
Date of Birth

MonthDayYear
Date
Relationship
Lived with me (the taxpayer) for a duration of 12 months in 2024 or at least 6 months.
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?
Do you own your home or rent?
Do you have energy star rated improvements to your home?
Do you intend to purchase a new home in the upcoming year?
Are you receiving any housing assistance or support?
Do you receive SNAP/TANF BENEFITS?
Are you, spouse and or dependent(s) permanently disabled or blind?
Did you, your spouse and or dependent(s) collect Social Security or Retirement income?
Did you receive, sell, exchange, or otherwise dispose of any digital assests (e.g., cryptocurrency) during the tax year? (1099DA)
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?
Did you withdraw any money from your 401k?
Are you and or your spouse a BUSINESS OWNER, SELF EMPLOYED or have unreported income?

List Business Expenses

Rows	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
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) ?
If YES, Did you receive a 1095-A Form from the Marketplace?Did you purchase Health Insurance through healthcare.gov Marketplace (Obama Care) ?
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?
Do You Have An ID.ME Account?Were you previously issued an Identity Protection Pin (IP PIN) by the IRS?
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?
Did you, spouse and/or dependent (19-24 years old) attend school for at least 6 months?
Did you make college tuition payments and receive a 1098-T Form Last Year?
Do you have any other income other than your W-2(s)?

General Expenses

Rows	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:
Did You File 2024-2025 Taxes?
DID YOU SUCCESSFULLY RECEIVE YOUR 2025 TAX REFUND?
How would you like to receive your refund?
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

Rows	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.
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

MonthDayYear
Date
Should be Empty:

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.

2026 CLIENT INTAKE FORM

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.