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  • Client Intake Form

  • Welcome to NextGen Tax Solutions

     

     Thank You for taking the time to complete your Client Intake Form. This information is critical to ensure your tax return is filed accurately. Please take your time and review all information before you submit. Please note that if documents are missing or information is incorrect this will result in a delay in processing your return.

    This intake form will take 20- 30 minutes to complete.

    Please complete this form in its ENTIRETY and click SUBMIT when finished. Upload all documents at the end of the form.

    Please wait until you have ALL of your documents before submitting this form. 

    Note: If you are claiming any dependents, be sure to upload their SS CARDS, BIRTH CERTIFICATES, and all items that show their address is the same as yours. (e.g. school records, medical records, doctor bills, Medicaid Statement, Social Services Records, or anything that shows your child's name and current address).

     

    PLEASE READ THROUGH ITS ENTIREITY. 

    DO NOT SUBMIT THIS FORM UNTIL YOU HAVE ALL SUPPORTING DOCUMENTS. 

    BY NOT FOLLOWING DIRECTIONS YOUR INTAKE FORM WILL NOT BE PROCESSED. 

    IT WILL BE A WASTE OF TIME TO YOU AND OURS.  

    BE SURE ALL SUPPORTING DOCUMENTS ARE VALID A& CURRENT. 

    BE SURE LEASE AND OTHER FORMS HAVE THE DEPENDENTS NAME ON THEM IF APPLICABLE. 

  • If you are filing multiple years you must complete a separate form for each year. 

    • GENERAL INFORMATION 
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    • SPOUSE'S INFORMATION 
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    • INCOME 
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    • CURRENT LIVING SITUATION 
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    • SELF EMPLOYED (Complete only if you have your OWN business ,or in a partnership, or Contractor) 
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    • Schedule C Checklist 
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    • DEPENDENT'S INFORMATION 
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    • ACKNOWLEDGMENT & SIGNATURE 
    • STOP!

      Did you finish uploading your documents?

      IF YOU DID NOT UPLOAD ALL NECESSARY DOCUMENTS YOUR INTAKE FORM WILL BE VOIDED.

       
    • CLIENT NON-PAYMENT/OFFSET CLAUSE

      At NextGen Tax Solutions, we strive to assist all of our clients in their tax needs, however, we understand that situations arise. If your refund is offset by the IRS, student loans, child support or your check is mailed, you are still obligated to pay our company the fees associated with filing your tax return.

       By signing this agreement you acknowledge that if payment is not made in full within 30 days legal actions will be sought to resolve payment.

       

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    • I am giving NextGen Tax Solutions permission to prepare all forms related to my tax return. To apply for and secure RAC's and RAL's on my behalf, sign all necessary forms and file my taxes electronically. I take full responsibility for the accuracy of this form and understand that NextGen Tax Solutions and/or associated affiliates hold no responsibility for any misrepresentation or false claims. 

      TRANSLATE with x
      English
      Arabic Hebrew Polish
      Bulgarian Hindi Portuguese
      Catalan Hmong Daw Romanian
      Chinese Simplified Hungarian Russian
      Chinese Traditional Indonesian Slovak
      Czech Italian Slovenian
      Danish Japanese Spanish
      Dutch Klingon Swedish
      English Korean Thai
      Estonian Latvian Turkish
      Finnish Lithuanian Ukrainian
      French Malay Urdu
      German Maltese Vietnamese
      Greek Norwegian Welsh
      Haitian Creole Persian  
       
      TRANSLATE with
      COPY THE URL BELOW
      Back
      EMBED THE SNIPPET BELOW IN YOUR SITE
      Enable collaborative features and customize widget: Bing Webmaster Portal
      Back
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