Asap Tax Office client intake form

To get started with your taxes, please follow these simple steps:

Complete This Form
Provide us with your basic information and upload your documents (all though this form is encrypted and safe please cover any social security information on your documents as we only require the last four(4) of your social security number for estimats ). Then we will begin setting up your file.

We Process Your Data
Once we receive your information, our team will input it into our system to create your client profile.

Estimate Process
After your data has been reviewed and accessed you will receive an email or text message with a link to our calendar to speak with your Asap Tax Pro. You will then receive your estimate.

Secure Portal Invite
After you accept your estimate, you’ll receive an invite to our secure portal. You will use this portal to upload unmasked W2's and 1099, social security cards, bank information and any other necessary information. We will also use the portal to stay connected throughout the process as well as signing returns and downloading your signed final tax documents.

The security of your information is our top priority! Completing this form is the first step to ensuring a smooth and secure tax preparation experience.

Thank you for trusting ASAP Tax Office!
ASAP Tax Office Client Intake Form
Welcome to ASAP Tax Office!
Name*

First NameLast Name
Last 4 digits of your SS number*
Date of Birth*

MonthDayYear
Date
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Are you married*

YesNo
Spouses Name

First NameLast Name
Spouses Date of Birth

MonthDayYear
Date
Last 4 digits of spouses SSN
Phone Number
Please enter a valid phone number.
Email
example@example.com
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you have dependent(s)*

YesNo
By checking "Yes" at the end of the form, you will automaticly be redirected to another form about your dependent(s). You can complete it immediately to speed up the process or wait until after your estimate. If you choose to wait to fill out the information until after you recive your estimate, you'll still receive your free estimate it will simple add an additional step in the process.
1. Dependant name

First NameLast Name
1. Dependant date of birth

MonthDayYear
Date
2. Dependant name

First NameLast Name
2. Dependant date of birth

MonthDayYear
Date
3. Dependant name

First NameLast Name
3. Dependant date of birth

MonthDayYear
Date
4. Dependant name

First NameLast Name
4. Dependant date of birth

MonthDayYear
Date
Do you have Childcare expenses

YesNo
Do you or anyone in your household recieve any type of assitance for food, housing, or bills from another person, state, federal or charitable organizations?

YesNo
If yes, what kind of assistance, how much, and from what agency do you recieve it?
Type of income you recieved*

W2 Employee Income1099-NEC or 1099-MISCBusiness/Self Employed IncomeUnemploymentSocial security benifitsRetirement incomeIntrest & DividensRoyaltiesOther
Please Explain your above answer of "Other"
Please upload all income documents below.

Cancelof
Business Name
Do you

Own the businessWork as a contractor for the business
Did you have expenses

YesNo
Does anyone listed on this tax return have an ITIN or lack a Social Security number?

yesno
Name

First NameLast Name
Did you (or spouse) pay

Student loan interestTuition for college, books, etc.Health insurance (Marketplace insurance)Mortgage loan intrestTaxes on property you (or spouse)ownMedical, dental or optical bills not covered by insurance
Provide any additional details you think we should know below.
How did you hear about us?*

Returning clientI was referred by someoneFacebookInstagramReelsNeighborhood AppI saw a business cardOther
Please tell us who referred you so we can thank them!

First NameLast Name
Should be Empty:

ASAP Tax Office Client Intake Form

Welcome to ASAP Tax Office!