Tax Preparation Client Intake Form
Filing Status
*
Single
Head of Household
Married Filing Separate
Married Filing Joint
Qualifying Widower
Taxpayer Information
Name
*
First Name
Last Name
Social Security/ITIN
Date of Birth
*
-
Month
-
Day
Year
Date
Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Occupation
Are you a full-time student?
*
Yes
No
Are you totally and permanently disabled?
*
Yes
No
Other
Spouse Information
Name
First Name
Last Name
Social Security
Date of Birth
-
Month
-
Day
Year
Date
Phone Number
Please enter a valid phone number.
Email
example@example.com
Occupation
Are they a full-time student?
*
Yes
No
Are they totally and permanently disabled?
*
Yes
No
Are they legally blind?
*
Yes
No
Are they your dependent?
*
Yes
No
Dependents
Enter your dependents here
Name
Date of Birth
Relationship
Social Security
1
2
3
4
5
6
Tax Related Questions
Employment Status
*
Employed
Unemployed
Self-employed
Did you receive a federal tax last year?
*
Yes
No
Did you Have health insurance through the Marketplace ?
*
Yes
No
Are you a victim of identity theft?
*
Yes
No
Do you agree to allow Texas Financial Bonds and Services LLC to use your personal identifying information ONLY for the sole purposes of filing your Federal Income Tax return for tax year 2024
*
Yes
No
Additional comments IP PIN
What was the amount of your 2023 Refund
*
Acknowledgment & Signature
I confirmed that all information I entered here is accurate and true.
I allow TEXAS FINANCIAL BONDS AND SERVICES to capture my sensitive data like personal id, government id, and other information.
I have read the terms and conditions and privacy policy of TEXAS FINANCIAL BONDS AND SERVICES
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Date Signed
*
-
Month
-
Day
Year
Date
Taxpayer Signature
*
Date Signed
*
-
Month
-
Day
Year
Date
Spouse Signature
*
File Upload STATE ID
*
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