Tax Preparation Client Intake Form

Tax Preparation Client Intake Form
Thank you for taking time to complete your Client Questionnaire. For new clients, this information is critical to ensure we accurately file your tax return. For existing clients, we kindly request you provide this information again to ensure our records are 100% accurate and up to date.

IMPORTANT: 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 INFO WITHOUT SENDING TO US. IT SHOULD BE NOTED THAT UPON CLICKING THE SUBMIT BUTTON YOU WILL GET A CONFIRMATION EMAIL THAT WE RECEIVED YOUR INFO.

Please also 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 are securely transmitted and can not be compromised***

This questionnaire may take you up to 20 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form
SingleMarried Filing JointlyMarried Filing SeparateQualifying WidowerHead of HouseholdHead of Household Qualifier

Spouse's Full Name
Spouse's Social Security
Example: xxx-xx-xxxx
Spouse's Date of Birth
Example: 01/01/2001
Spouse's Phone Number
Example: xxx-xxx-xxxxFormat: (000)-000-0000.
Spouse's Email Address
example@example.com
Spouse's Driver's License/State ID (Stand directly over the item on a flat surface and zoom in for a clear shot)

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Please Upload a Selfie to validate your Government Issued ID.

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Spouse's Social Security Card (Stand directly over the item on a flat surface and zoom in for a clear shot)

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SPOUSE IPPIN IDENTITY THEFT IF (APPLICABLE) (Stand directly over the item on a flat surface and zoom in for a clear shot.)

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YesNo
What months?

YesNo
Upload W2 statements (Stand directly over the item on a flat surface and zoom in for a clear shot.)

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1099 NEC (Stand directly over the item on a flat surface and zoom in for a clear shot.)

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YesNo
1099 Unemployment Taxpayer/Spouse (Stand directly over the item on a flat surface and zoom in for a clear shot.)

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Upload other Misc. Income Documents such as 1099 INT, 1099 DIV, 1099 NEC. (Stand directly over the item on a flat surface and zoom in for a clear shot.)

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What is the name of your business?
Enter EIN- Employer Identification Number
Type of Business (Describe)
Legal Address of Business

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What is your business email address?
example@example.com
What is your business phone number?
Please enter a valid phone number.Format: (000) 000-0000.
Sole PropriotorLLC - Single MemberLLC - SCorpLLC - Multi-MemberC-CorpS-CorpNonprofit
YesNo

Please Provide All Business Expenses

Rows	Amount
Commission & Fees
Contract Labor
Depreciation
Employee Benefit Program
Interest
Mortgage
Legal and Professional Fees
Office Expenses
Rent or Lease
Supplies
Repairs and Maintenance
Travel & Meals
Business miles driven
Car and Truck Expenses

All Business Income total:
YesNo
Detailed Summary of Expenses (Stand directly over the item on a flat surface and zoom in for a clear shot.)

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Do you have a website or is your business on social media?
How long have you owned your business?
What services do you perform?
If other, please list here.
YesNo
Please Upload your 1099 - K Form.(Stand directly over item on a flat surface and zoom in for a clear shot.)

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How many clients do you have?
What types of items do you need to operate?
Do you travel for business?
How do you track of mileage?
Please provide documentation of Business License and Registration if Applicable

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YesNo
When and where do you have to travel for business?
How do you differentiate between personal and business transactions and monetary assets?
Please upload supporting business documents. (ex P&L, 1099 NEC, Summary of Income, Spread sheet with expenses). (Stand directly over item on a flat surface and zoom in for a clear shot.)

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Please fill-up the information within the current 2025 Tax year only.

General Expenses(Without A Business)

Rows	Amount
Out of Pocket Medical Expenses
Out of Pocket Dental Expenses
Out of Pocket Insurance Premiums paid
Out of Pocket Long Term Care Premiums
Out of Pocket Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses

Total Expenses

FacebookInstagramReferralGooglePrevious Client
If someone referred you, please type his or her name here. *
type NA if none
YesNo
STOP!

Did you finish uploading your documents?

IF YOU DID NOT UPLOAD ALL NECESSARY DOCUMENTS YOUR INTAKE FORM WILL BE VOIDED.

SCHEDULE C AFFIDAVIT
I confirm that the information put forth on the Schedule C of my tax return is information that I supplied to my tax preparer. This information is based on records that I currently have or can reconstruct showing both my income and expenses from my self-employment. My tax preparer asked me questions about my income and expenses, to help me to reconstruct my record; however, all numbers were supplied by me. The information reported on my Schedule C is true and correct to my best understanding.
Name*

First NameLast Name
Signature*

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Date*

MonthDayYear
Date
CLIENT NON-PAYMENT/OFFSET CLAUSE

At DLS Tax Consulting, we strive to assist all of our clients in their tax needs, however, we understand that situations arise. If your refund is offset by the IRS, student loans, child support or your check is mailed, you are still obligated to pay our company the fees associated with filing your tax return.

By signing this agreement you acknowledge that if payment is not made in full within 30 days legal actions will be sought to resolve payment.
CLIENT NON-PAYMENT/OFFSET CLAUSE
At DLS Tax Consulting, we strive to assist all of our clients in their tax needs, however, we understand that situations arise. If your refund is offset by the IRS, student loans, child support or your check is mailed, you are still obligated to pay our company the fees associated with filing your tax return.

 By signing this agreement you acknowledge that if payment is not made in full within 30 days legal actions will be sought to resolve payment.
CHECKDIRECT DEPOSIT
YesNo
Name of Bank*
Bank Account Number*
Routing Number*
Primary Taxpayer's Signature*

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Primary Taxpayer's Spouse Signature

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Date*

MonthDayYear
Date
ENGAGEMENT
I am giving DLS TAX CONSULTING
permission to prepare all forms related to my tax return. To apply for and secure RAC's and RAL's on my behalf, sign all necessary forms and file my taxes electronically. I take full responsibility for the accuracy of this form and understand that DLS TAX CONSULTING and/or associated affiliates hold no responsibility for any misrepresentation or false claims.
Signature

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Date

MonthDayYear
Date
Should be Empty:

Tax Preparation Client Intake Form

Please fill-up the information within the current 2025 Tax year only.