✨Xclusive Tax Preparation Client✨ Intake Form 2024 Logo

  • ✨Xclusive Tax Preparation Client✨ Intake Form 2024

    Welcome to Xclusive Tax Consulting Services! Thank you for trusting Xclusive Tax Consulting Services with your tax needs. My name is Lakee Banda the owner of XTC and I have been a tax preparer for over 5 years, proudly serving clients with professionalism and care. I am truly honored and excited to provide you with the best service possible this tax season. Rest assured, you are in great hands. My mission is to make the tax preparation process seamless, stress-free, and rewarding for you. From maximizing your refund to answering any questions, I’m here to guide you every step of the way.If you have any questions or need assistance, please don’t hesitate to reach out to me directly at 770-568-2798. Let’s make this tax season a success!Thank you for choosing Xclusive Tax Consulting Services! Lakee Banda
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
    • Taxpayer Information 
    •  - -
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Spouse Information 
    •  - -
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Dependents 
    •  
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    •  
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Tax Related Questions 
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Expenses 

    • Please fill-up the information within the current year only.

    •  
    • Acknowledgment & Signature 

    • I confirm that all the information I have entered here is accurate and true.

      • I allow Xclusive Tax Consulting to capture my sensitive data, including personal identification, government-issued identification, and other relevant information.

      • I have read and agree to the terms and conditions and privacy policy of Xclusive Tax Consulting.

      • By signing below, I acknowledge that I have read, understood, and accept my responsibilities and those of Xclusive Tax Consulting in completing this tax return.

       


      Contact Information

      Phone: 770-568-2788

      Email: Lakee@1xclusivetaxconsulting.com

    •  - -
    • Powered by Jotform SignClear
    • Powered by Jotform SignClear
    •  - -

    • Please allow 24 to 48 hours for the completion of your taxes, as I do have other clients ahead of you. I appreciate your patience and understanding. Thank you for trusting Xclusive Tax Consulting with your tax needs!

       

    •  
    • Should be Empty: