Client Intake Form

2025 Client Intake Form for Tax Services

Please ensure all questions are answered thoroughly and clearly.
Taxpayer Basic Information
Full Name

First NameLast Name
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
SSN
Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Occupation
Filing Status
Tax Information
Do you have any dependents?
If Yes, how many dependents do you have?
Dependent 1 Information
Dependent 2 Information
Dependent 3 Information
Dependent 4 Information
Income Information
Please select all that apply | upload all documents
Do you have any additional sources of income? Please Specify.
Have you filed taxes in the previous year?
Additional Information
Please provide any additional information or special requests you have regarding your tax situation.
How did you hear about us?
Upload your documents

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2025 Client Intake Form for Tax Services