Tax Client Intake Form

  • Signature Consulting Intake Form

    Thank you for taking time to complete your 2024 Client Questionnaire. For new clients, this information is critical to ensure we accurately file your tax return. For existing clients, we kindly request you provide this information again to ensure our records are 100% accurate and up to date.

  • IMPORTANT, PLEASE READ!

    UPON COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO OUR OFFICE.  CLOSING YOUR BROWSER BEFORE CLICKING THE "SUBMIT" BUTTON WILL DELETE ALL INFO WITHOUT SENDING IT TO US. IT SHOULD BE NOTED THAT UPON CLICKING THE SUBMIT BUTTON YOU WILL GET A CONFIRMATION EMAIL THAT WE RECEIVED YOUR INFORMATION.

  • Please also note that to comply with federal and state identity theft protection efforts, our firm will ask for a valid state issued photo identification card during your engagement.

    ***The page is highly secure. We use industry-leading technology Secured Socket Layer (SSL) to keep your information safe. All sensitive information is securely transmitted and can not be compromised***

    This questionnaire may take you up to 20 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form.

    Please complete this form in it's entirety. Missing documents will delay the processing and filing of your tax return. 

  • If you are a new client can you provide a copy of your prior year tax return?*
  • Do you have any unfiled tax returns from previous years?*
  • What Tax Years do you need Prepared or Amended?*

  • Tax Payer Information

     
  • Filing Status*
  • Format: (000) 000-0000.
  • Are you a full-time Student?*
  • Are you disabled?*
  • Do you have an IP PIN from the IRS?*
  • At any time during 2024, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell, exchange, gift, or otherwise dispose of a digital asset (or a financial interest in a digital asset)?*
  • Did you recieve any type of supplemental income such as child support, food stamps social security, welfare benefits or housing assistance?*
  • Employmemnt Status*
  • Did you, your spouse or any dependents attend college in 2024?*
  • Did you or spouse if applicable recieve unemployment benefits in 2024?*
  • Did you or your spouse receive a 1099-C form (cancellation of debt) in 2024?*
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  • Do you own your home?*
  • Do you plan to purchase a home within the next one or two years?*
  • Do you have Mortgage Interest or Real estate tax?*
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  • Did you have any home improvments?*
  • Did you buy or sell stock?*
  • Did you or your spouse sell, acquire, send, receive or exchange any virtual currency?*
  • Are you contributing to a 401k or other pre-tax account?*
  • Did you withdraw money from your 401k or other pre-tax account in 2024?*
  • Did you or your spouse make any charitable contributions in 2024? (Goodwill, Salvation Army, Church etc.)?*
  • Did you or your spouse make any charitable cash contributions of $500 or more in 2024?*
  • Did you or your spouse purchase an electric vehicle in 2024?*
  • Did you or your spouse purchase a vehicle in 2024?*
  • Did you receive a federal income tax refund last year?*
  • Did you or your spouse make payments on your student loans in 2024?*
  • Did you or your spouse have any gambling winnings in 2024?*
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  • Did you or your spouse receive any earnings from interest or dividends in 2024*
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  • How would you like to receive your refund*
    • Spouse Information (ONLY IF FILING A JOINT RETURN OR MARRIED FILING SEPERATE. PLEASE SKIP IF THIS DOESN'T APPLY! 
    • Format: (000) 000-0000.
    • Is your Spouse a fulltime student?
    • Is your spouse disabled or blind?
    • Were your spouse previously issued an Identity Protection PIN (IP PIN) by the IRS?
    • Did your spouse work in 2024?
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    • Dependents 
    • Do you have dependents?*
    • Did your dependents stay with you for at least 6 months?
    • Are they a dependent of another person?
    • Can the dependent be claimed on anyone else's return?
    • Have you ever been disallowed for EITC/​AOTC/​CTC?ACTC?*
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    • Do you have child care expenses?
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    • Self-Employment 
    • Are you or your spouse a business owner or self-employed?*
    • If requested from the IRS will you be able to provide proof of your business and how you compute your income?
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    • Do you or your spouse owe debt to any Government Agency; such as IRS, Student Loans, Child Support etc.?*

    • I acknowledge that all information provided to Signature Consulting INC is true and accurate to the best of my knowledge.  I understand that I am required to have any supporting documentation to validate the information provided.  Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, I am taking part in a potentially criminal penalty situation which is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment. I waive Signature Consulting INC and the preparer, of any error due to incorrect information provided by me. By signing below, I authorize Signature Consulting INC to file my tax return. 

      I acknowlege by signing this form, if I and/or my spouse owes a federal/governement debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to Signature Consulting INC at the time of service. Also, if the federal refund amount is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand Signature Consulting INC will take legal action to collect the unpaid tax preparation fees. 

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