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
Date
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
SSN*
Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Occupation*
Filing Status*

SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualified Surviving Spouse
Tax Information
Do you have any dependents?*

YesNo
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?*

YesNo
Additional Information
Please provide any additional information or special requests you have regarding your tax situation.
How did you hear about us?*

Social MediaFriend/FamilyOnline SearchAdvertisement
Upload your documents

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2025 Client Intake Form for Tax Services