2026 Client Intake Form

2026 Client Intake Form

SKIP THE LINE THIS TAX SEASON! If any field on this form does not pertain to your situation, please leave it blank. If you need help filling out this form please reach out to us by sending a text to: 281-783-4023. We are also available through email: uniqtaxsolution@gmail.com We are happy to answer all of your questions.
Please choose your tax professional
Type of Client

NewReturning

Taxpayer

ENTER IN YOUR INFORMATION
Taxpayer Name*

First NameLast Name
Your Driver's License or State Id*

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Taxpayer Email*
example@example.com
Taxpayer Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Date of Birth*

MonthDayYear
Date
Social Security Number*
Type Social Security Number Here
File Upload*

Add Social Security Card Here
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Current Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Tax Information
Tax Year Preparation Requested
Select Filing Status*
FILING STATUS WILL BE ULTIMATELY DETERMINED BY INFORMATION GIVEN AND TAX PREPARES DISCRETION
IF CLAIMING HEAD OF HOUSEHOLD PLEASE UPLOAD PROOF ( UTILITY BILL)*

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Number of Dependents*
ALL DEPENDENTS SOCIAL SECURITY CARDS, BIRTH CERTIFICATES *

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TAXPAYER IP PIN (ISSUED FROM THE IRS YEARLY)*
Todays Date*

MonthDayYear
Date
Signature*
Appointment*
Should be Empty:

Taxpayer