Tax Client Intake Form

  • Tax 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.

  • Client Information

  • Filing Status*
  • Date of birth*
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  • Format: (000) 000-0000.
  • Did your address change from last year?
  • Preferred Contact Method*

  • Spouse Information

  • Date of Birth
     - -

  • Dependent Information

  • Tax Related Questions

  • Did you pay anyone to watch your children?*
  • Did you collect social security or retirement income?*
  • Did you purchase health insurance through healthcare.gov marketplace (Obama Care)?*
  • If yes, did you receive a 1095-A Form from the Marketplace?*
  • Were you ever disallowed the E.I.T.C prior to this year?*
  • Did you make a college tuition payment and received a 1098-T Form?*
  • Which of the following income sources did you have in the past year other than W2 or Self-Employment/Business income? (Select all that apply)*
  • Did you file 2024 taxes?*
  • Did you successfully receive your federal taxes last year?*
  • Are you delinquent in any of the following?*
  • Do you work in a position that regularly receives tips (such as server, stylist, driver, etc.)?*
  • Did you receive tip income in 2025? If yes, how much in total? ______________(Include cash, charged, and reported tips from your employer.)*
  • Did your employer report your tips separately on your W-2?*
  • Did you receive overtime pay (over 40 hours/week) during the year? If yes, total overtime earnings for the year: _________ *
  • Did you buy, sell, exchange, or receive any cryptocurrency or digital assets in 2025?*
  • If yes, which platforms did you use?*
  • Did you receive crypto as payment for goods or services?*
  • Did you receive Form 1099-DA or other crypto tax forms from any exchange?*
  • Are you interested in a cash advance?

  • Direct Deposit Information

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  • Acknowledgment & Signature

  • I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing Romeros Taxes, LLC to prepare my taxes based on the information I provided. I understand that I am financially responsible for any outstanding balance due to any false information given. If you opt out of providing personal information via form you do have the option of uploading to tax software app. Taxestogo 
     
    Please utilize your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal, and state taxes are state when tracking your status. Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions. For any direct questions email us at katie@romerostaxgroup.biz or the IRS for all updates at 800-829-1040.

  • Date
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  • Date
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