Big CEO Client Intake Form 💎

MAXIMILLION CLIENT INTAKE FORM
Thank you for choosing our Professional Tax Company. We navigate with our expertise to properly preparer your taxes. All of the information requested in our intake form, is in compliance with the IRS. We are 100% committed to preforming our due diligence. GOOD NEWS! With completing all sections that apply to your tax situation, in any case of an audit; your Tax Expert has all supporting documentation to assist you in beating that audit! You are officially in the hands of a Tax Expert.
How did you hear about Maximillion?*
Name of the Person Who Referred You
Select your Tax Expert*
MAXIMILLION VIP
Did you sign up for our VIP Membership?*

YesNo
Upload your VIP ticket, email, or proof of your VIP Membership!

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CLIENT
Are you a new or returning client to your Tax Expert?

New Tax ClientReturning Tax Client
REFUND ADVANCEMENT
While filing your taxes with Maximillion, do you want to apply for a Refund Advancement?*

YesNo
Please select which Advancement option you are applying for.*
Note: You will be contacted once your loan status is available.
DEPOSIT INFORMATION/BANKING
Are you requesting a check or direct deposit?*
Name Of Bank*
Type Of Account*

Checking AccountSavings Account
Account Number*
Routing Number*
Upload a picture of your account & routing number from your mobile banking app or bank direct deposit form to ensure the numbers you entered are correct.

NOTE: THE WRONG BANKING INFORMATION WILL HOLD UP YOUR FUNDS ON DEPOSIT DAY. PLEASE UPLOAD PICTURE OR SCREENSHOT OF BANKING ROUTING AND ACCOUNT NUMBER.
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FILING STATUS

Please understand filing status will ultimately be determined per IRS laws, information provided, and expertise of your Tax Expert.
Filing Status*

SingleHead Of Household (HOH)Married Filing JointyMarried Filing SeparateI’m Unsure, Please Help!
PRIMARY TAXPAYER INFORMATION
Primary Taxpayer Name*

First NameLast Name
Primary Taxpayer Birthday*

MonthDayYear
Date
Address*

Address Line 1

Apt Number Or Letter

CityState

Zip Code
Primary Taxpayer Phone Number*
Please enter a valid phone number.
Primary Taxpayer Email*
example@example.com
Primary Social Security Number*
Please upload your unexpired ID or Passport (Do not upload sideways or blurry)*

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Upload Social Security Card. If you do not have your SSC, upload the 1040 page of a previous year tax return, showing your name and SSN to verify your social. THIS WILL BE REQUIRED FOR EVERY ADULT AND CHILD CLAIMED ON THIS TAX RETURN PLEASE. (Do not upload sideways or blurry)*

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Upload utility bill or lease agreement incase HOH filing status is actable. This is one of the IRS Head Of Household filing status requirements.

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SPOUSE INFORMATION
Spouse Name

First NameLast Name
Spouse Birthday

MonthDayYear
Date
Is the spouse's address the same as the primary taxpayer's address?

YesNoOther
Spouse Phone Number
Please enter a valid phone number.
Spouse Email
example@example.com
Spouse Social Security Number
Please upload your Spouse's unexpired ID or Passport (Do not upload sideways or blurry)

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Spouse's Social Security Card (or the 1040 page of previous tax return)

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DEPENDENT SECTION
Are you claiming any qualifying dependents? (IF NO, PLEASE SKIP THE DEPENDENT SECTION)*

YesNo
DEPENDENT INFORMATION
Dependent Name (If claiming a full time student, they should be entered now as your first dependent)

First NameLast Name
Dependent Birthday

MonthDayYear
Date
Dependent Social Security Number
Dependent's Social Security Card (or the 1040 page of previous tax return)

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Dependent Relationship To Taxpayer

SonDaughterStep DaughterStep SonOther
If this is not your biological child, do you have permission to claim this dependent and you provide more than 50% care for this dependent?

YesNo
In case of an audit, the IRS will require you to provide proof of dependency. Some forms that are acceptable are Medical Records, Birth Certificates, School Document, Physician Statement, Food Stamp, Medicaid Letter, etc. ANY documents that includes the Primary Taxpayer name AND childs name along with the address.
Is your dependent a full time student? (This is only upload section for college students)

YesNo
Upload 1098-T

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If this is not a college student but your dependent is in day care, upload Day Care Form here.

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Is your dependent disable?

YesNo
Upload any documentation proof of disability

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ADD OTHER DEPENDENTS

YesNo
DEPENDENT 2 INFORMATION
Dependent Name

First NameLast Name
Dependent Birthday

MonthDayYear
Date
Dependent Social Security Number
Dependent's Social Security Card (or the 1040 page of previous tax return)

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Dependent Relationship To Taxpayer

SonDaughterStep DaughterStep SonOther
If this is not your biological child, do you have permission to claim this dependent and you provided more than 50% care for this dependent?

YesNo
Is your dependent in day care?

YesNo
Is your dependent disable?

YesNo
Upload any documentation proof of disability.

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DEPENDENT 3 INFORMATION
Dependent Name

First NameLast Name
Dependent Birthday

MonthDayYear
Date
Dependent Social Security Number
Dependent's Social Security Card (or the 1040 page of previous tax return)

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Dependent Relationship To Taxpayer

SonDaughterStep DaughterStep SonOther
If this is not your biological child, do you have permission to claim this dependent and you provided more than 50% care for this dependent?

YesNo
Is your dependent disable?

YesNo
Upload any documentation proof of disability.

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INCOME
Did you receive a W-2, 1099-MISC, 1099-NEC, 1099-INT, 1099-DIV, 1099-B, 1099-G, or 1099-S? (No last check stud is acceptable for filing per IRS)*

YesNo
Upload All Documents (Do not upload documents sideways or blurry)

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Do you receive SSI?*

YesNo
SELF EMPLOYMENT
Please explain any side business you had.
Did you receive a form 1099-K, 1099-NEC, or 1099-MISC? From Door Dash (etc.) Apple Pay, Paypal, Zelle, Cash App, Venmo, Square, Google Pay, Stripe, Samsung Pay, Alipay, Etc)*

YesNo
Upload All Documents (Do not upload documents sideways or blurry)

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Upload any receipts, bank statements, proof of business income, losses or any expenses that could be useful for filing your taxes.

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Did you receive any gambling winnings, lottery winnings, prizes, or other awards?*

YesNo
Upload All Documents (Do not upload documents sideways or blurry)

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Are you retired? Did you receive any retirement income? (Examples: 1099-R, 1099-SA, 1099-RRB, etc.)*

YesNo
Upload All Documents (Do not upload documents sideways or blurry)

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OTHER DOCUMENTATION
Do you have any other documents (or receipts) you need/want filed on your tax return? (Example: Mortgage Form, etc.)

YesNo
Upload All Documents (Do not upload documents sideways or blurry)

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QUESTIONNAIRE
Out of your personal hard earned money, did you pay any out of pocket expenses? Examples: prescription, school or work uniforms, supplies, bills, meals, equipment, babysitter, care takers, yard workers, etc?*

YesNo
We have a “No Bashing Policy” at Maximillion. Do you agree to not publicize any issue you may have with your Tax Expert or your tax return on ANY social media, group thread, work conversations, or with another tax company? (Please contact us with any issues. We are available 24/7 to assist you)*

YesNo
Signature*

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Do you give us consent to file your taxes?*

YesNo
Signature*

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Please provide any additional information you want/need your Tax Expert to be aware of.
Signature*

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Date Signed*

MonthDayYear
Date
Thank you for choosing Maximillion to file your taxes. If you are not a Maximillion VIP Member, please give your Tax Expert 48 - 72 hours to prepare your taxes, and have your tax refund amount back to you. If all information and/or documents are not provided, your turn around time will be delayed until all required information is submitted. Here at Maximillion, all of your information will remain confidential. Thank you for your trust, patience, and business. God Bless!
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MAXIMILLION CLIENT INTAKE FORM

MAXIMILLION VIP

CLIENT

REFUND ADVANCEMENT

DEPOSIT INFORMATION/BANKING

FILING STATUS

PRIMARY TAXPAYER INFORMATION

SPOUSE INFORMATION

DEPENDENT SECTION

DEPENDENT INFORMATION

DEPENDENT 2 INFORMATION

DEPENDENT 3 INFORMATION

INCOME

SELF EMPLOYMENT

OTHER DOCUMENTATION

QUESTIONNAIRE