Tax Preparation Client Intake Form
Are you a New or Returning Client ?
Please Select
New
Returning
Are You Filing a Amended Return ?
Please Select
Yes
No
What Tax Year are you filing ?
Please Select
2024
2023
2022
2021
2020
Filing Status
Single
Head of Household
Married Filing Separate
Married Filing Joint
Qualifying Widower
Taxpayer Information
Name
First Name
Last Name
Age
Full Social Security Number
*
Date of Birth
-
Month
-
Day
Year
Date
Phone Number
Please enter a valid phone number.
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you interested in a Refund Advance?
Yes
No
Do you have a IP PIN From the IRS ? IF so drop it below
Occupation
Are you a full-time student?
Yes
No
Are you totally and permanently disabled?
Yes
No
Are you legally blind?
Yes
No
Spouse Information
Name
First Name
Last Name
Age
Date of Birth
-
Month
-
Day
Year
Date
Phone Number
Please enter a valid phone number.
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Occupation
Are they a full-time student?
Yes
No
Are they totally and permanently disabled?
Yes
No
Are they legally blind?
Yes
No
Are they your dependent?
Yes
No
Dependents
Enter your dependents here
Name
Date of Birth
Relationship
Full. social security number
1
2
3
4
5
6
Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?
Yes/No
Employer
Spouse Ins
Exchange/ Marketplace
Direct with Insurer
Medicare
Medicaid
Taxpayer
Yes
No
Spouse
Yes
No
Dependent 1
Yes
No
Dependent 2
Yes
No
Dependent 3
Yes
No
Dependent 4
Yes
No
Dependent 5
Yes
No
Tax Related Questions
Employment Status
Employed
Unemployed
Self-employed
Income
Wages or Salary (W2 Income )
Self-Employment-Bus income (SCH -C)
Unemployment
Alimony Received
Pension/Retirement Income
Rental Income
Farm Income
Dividend/Sales of Stocks
Interest Income
Lottery or Gambling Income W-2G
Public/State Aid Income
Tips
Other
General Expenses
IRAs
Property Tax
Mortgage Points (closing Points)
Charity Or Religious Contributions
Mortgage Investment
Moving Expenses
Medical Expenses
Alimony Paid
Bought or Sold a Home
Job Related Expenses
Significant Loss OR Theft
Education Expenses
Union Dues
Tax Prep Expenses
Upload ALL Relevant Tax Documents
Browse Files
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Choose a file
W2's, 1099's Any income related Tax documents go here
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Upload Expense Evidence Here
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Choose a file
W2's, 1099's Any income related Tax documents go here
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Upload your social security card
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Choose a file
W2's, 1099's Any income related Tax documents go here
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Upload your Drivers License
Browse Files
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Choose a file
W2's, 1099's Any income related Tax documents go here
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Are you contributing to 401k or other pre-tax account?
Yes
No
Is this your first time opening a pre-tax account?
Yes
No
Please select what state return are you requesting?
State return
School
Local
RITA
Country returns
Does your dependents have tuition expenses?
Yes
No
Do you have any expenses for child care?
Yes
No
Do you have energy star rated improvements to your home?
Windows
Doors
Furnace
Other
Are you currently renting?
Yes
No
What is the monthly rental amount?
How long have you lived at the property?
# of months
How did you hear about us ?
name
Do you have your own home?
Yes
No
If you have IP PIN for your dependents please upload them here
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Do you have documents that shows you paid for property taxes?
Yes
No
Did you sell any stock?
Yes
No
Did you take money from your 401?
Yes
No
Did you pay your vehicle tax?
Yes
No
Do you have mortgage interest?
Yes
No
Do you have real estate tax?
Yes
No
Did you receive a federal tax last year?
Yes
No
Are you a victim of identity theft?
Yes
No
Expenses
Please fill-up the information within the current year only.
Additional comments
SSN CARD
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Banking Information
How would you like your refund disbursement?
*
Direct Deposit
Check
Prepaid Card
Bank Name
Bank Routing Number
Bank Account Number
Acknowledgment & Signature
I confirmed that all information I entered here is accurate and true.
I allow AAJ Enterprise DBA as AFS TAX AGENCY to capture my sensitive data like personal id, government id, and other information.
I have read the terms and conditions and privacy policy of AAJ Enterprise DBA as AFS TAX AGENCY
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Date Signed
-
Month
-
Day
Year
Date
Date Signed
-
Month
-
Day
Year
Date
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