New Client Intake Form
Because Tax Season Doesn’t Have to Be Cat-astrophic
Filing Status
*
Single
Head of Household
Married Filing Separate
Married Filing Joint
Qualifying Widower
Not Sure
Tax Year
Taxpayer Information
Name
*
First Name
Last Name
Date of Birth
*
-
Month
-
Day
Year
Date
Age
Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
Preferred contact method
*
Email
Phone- Call
Phone- Text
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Occupation
Social Security Number
*
Are you a student?
*
Yes, Full-Time
No
Yes, Half-Time
Are you totally and permanently disabled?
*
Yes
No
Are you legally blind?
*
Yes
No
Spouse Information
Name
First Name
Last Name
Age
Date of Birth
-
Month
-
Day
Year
Date
Email
example@example.com
Phone Number
Please enter a valid phone number.
Preferred contact method
Email
Phone- Call
Phone- Text
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Occupation
Social Security Number
Are they a student?
Yes, Full-time
No
Yes, Part-time
Are they totally and permanently disabled?
Yes
No
Are they legally blind?
Yes
No
Dependents
Do you have any dependents?
*
Yes
No
Enter your dependents here
Name
Date of Birth
Relationship
Months in Home
Social Security Number
1
2
3
Tax Related Questions
Did everyone in the household have health insurance
*
Yes- Employer Sponsored
Yes- Spousal Sponsored
Yes- Marketplace
Yes- Government
No
Are you contributing to 401k or other pre-tax account?
*
Yes
No
Do your dependents have tuition expenses?
*
Yes
No
Do you have any expenses for child care?
*
Yes
No
Do you have energy star rated improvements to your home?
*
Windows
Doors
Furnace
Other
Did you pay any vehicle tax?
*
Yes
No
Do you own your home?
*
Yes
No
Do you have mortgage interest?
*
Yes
No
Did you sell assets?
*
Yes
No
Did you have any gambling winnings?
*
Yes
No
Did you have any gambling losses?
*
Yes
No
Did you sell any stock?
*
Yes
No
Did you sell any virtual assets?
*
Yes
No
Did you take money from your 401?
*
Yes
No
Are you a victim of identity theft?
*
Yes
No
Expenses
Please fill-up the information within the current year only.
General Expenses
Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses
Additional comments
Upload Documents
Would you like to add your documents now?
*
Yes
No
File Upload
Browse Files
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Acknowledgment & Signature
I confirmed that all information I entered here is accurate and true.
I allow Cats Cats Tax to capture my sensitive data like personal id, government id, and other information.
I have read the terms and conditions and privacy policy of Cats Cats Tax.
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
Print
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