Tax Preparation Client Intake Form

Tax Preparation Client Intake Form

Thank you for choosing our tax preparation services. Please complete the following form to provide us with the necessary information for your tax preparation. Thank you for understanding the IRS is more diligent in deterring fraud so we might have to ask more questions and require documentation. PLEASE ANSWER ALL QUESTION OR PUT N/A. IF YOU HAVE ANY QUESTIONS CONTACT 843-997-3728 OR DANYELLD@ELITETAXMB.COM
Client Information
Full Name

First NameLast Name
Social Security Number
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Occupation
Bank Routing number
Bank Account number
Are you a us citizen?
Tax Information
What is your marital status as of December 31 last year

Other
IF MARRIED PROVIDE SPOUSE NAME, BIRTHDATE, SOCIAL SECURITY NUMBER, PHONE NUMBER AND EMAIL
If you are legally married but did not reside with your spouse for the last six months of the tax year, if required can you provide the IRS with any of these supporting documents verifying that your spouse did not live with you for the full six months: Letter from Social Services, Lease agreement, utilitybills, letter from clergy, Other (please describe)
If you are divorced or legally separated, can you provide the IRS with any of the following documents if requested? Divorce decree, Separate maintenance agreement
Dependents : Only list dependents you qualify to claim on your tax return. if requested by IRS you must be able to provide documentation to verify relationship, support of all dependents.
Upload Identification, drivers license, social security cards, dependents/kids birth certificates PLEASE send each Birth Certificate separately and make sure everything is legible

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Income

Please provide the following income information for the tax year. W2, 1099, unemployment 1099G
Upload W2s and income documents MAKE SURE WE CAN SEE THE FULL W2 FORM SECTION FOR FEDERAL COPY AND STATE COPY

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Did you receive any other support, income, non taxable income OR assistance last year, social security or disability benefits, child support, public assistance, food stamps, childcare assistance, housing/rent assistance etc. IF YES LIST WHICH YOU RECEIVED AND HOW MUCH
If self employed submit income & expenses, and any other documents to verify business. if you have any questions we can discuss during interview

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COLLEGE DOCUMENTS / RECIEPTS

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DAYCARE EXPENSES

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Additional Information

DUE DILIGENCE QUESTIONS

Please provide the following information for the tax year. ANSWER ALL QUESTION OR PUT N/A IF IT DOESNT APPLY TO YOU.
Did any dependents live or spend a significant number of overnights with anyone else during the year? If yes, please list, the name, address and approximate number of nights spent with that individual and the dependent’s relationship to that individual
If any dependent is not your biological/birth child(ren), explain relationship and how/why you have the right to claim?
If only one parent of dependents lives in household, does other parent provide any support, money etc? please explain
If the dependent is are adopted, foster, do you have a letter from an authorized adoption agency or social services organization or any court ordered documents ? Yes No (If yes list what you have)
If requested by the IRS, can you provide a birth and/or marriage certificate that verifies your relationship to each child or adult dependent? Yes OR No(you should have a long form birth certificate that shows parents information for your records)
What was each child or adult dependent’s marital status on December 31?
Did any child/dependent receive any income last year, including but not limited to scholarships or grants, student loans, wages, child support, alimony, public assistance, Social Security or disability benefits, etc? If yes, please provide details how much
If dependents attended school or daycare do the records indicate your address where you live with dependents for 2025?
Did any other person provide support for you or your dependents or spouse last year (the tax year)(if yes provide details)
List the names and relationship of anyone else who lived in your home last year that is not on your tax return
Did another resident in the home earn more than you or your spouse?
Is there an active Form 8332 – Release/Revocation of Exemption to Claim Child by Custodial Parent, or similar document, in place which states who can claim any of the children listed above? If yes, please provide a copy of the form/agreement.
Is there a written custody, divorce or separation agreement or court order regarding the child(ren)?Yes No If yes, please provide a copy of the document
If claiming a disabled adult, what is that disabled adult’s income? Has a licensed medical practitioner determined that this individual has a disability? Can you provide documentation of the extent and nature of the disability?
If requested, can you provide the IRS with receipts and bills verifying you paid more than one-half of the cost of keeping up the home in which you and your qualifying child(ren) or your parent lived during the tax year? Examples of documentation that may be required by the IRS includes Utility bills, Rent receipts or mortgage interest statement, Property tax bills, Maintenance and repair bills, Grocery receipts, Other household bills, etc.
Have you ever been notified by the IRS that the Earned Income Tax Credit or Child Tax Credit claimed on a return filed by you was denied or reduced?
Additional information
The information provided on this form is true and correct to the best of my knowledge. I understand that providing incorrect information may result in denial of credit(s) both for the current tax year, and future tax years.
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Tax Preparation Client Intake Form

Client Information

Tax Information

Income

DUE DILIGENCE QUESTIONS

The information provided on this form is true and correct to the best of my knowledge. I understand that providing incorrect information may result in denial of credit(s) both for the current tax year, and future tax years.