Clone of Tax Preparation Client Intake Form

Tax Preparation Client Intake Form

Please fill out Completely
New ClientReturning Client
Select Tax Preparer*
SingleHead of HouseholdMarried Filing SeparateMarried Filing JointQualifying Widower

Enter your dependents here

General Expenses- Itemized Deductions (SCH A)

Rows	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

Income- SELF EMPLOYMENT (SCH C)

SCH C EXPENSES

NoYes
Description of work done in home?
Description of work done outside of work office.
Percentage of time spent in home office compared to total time spent in the business?
Name of the Bank Direct Deposit Routing and Account Number*
Upload Tax Document's

***Please upload all required documents Last year’s tax return W-2s, 1099s, SSA-1099, unemployment, etc. Business income/expense summary (if self-employed) ID for you (and spouse) Socials/ITIN for everyone on the return
Cancelof

I confirmed that all information I entered here is accurate and true to the best of your abilities. I allow Gifted Hands Financial to capture my sensitive data like personal id, government id, social security number (SSN), and other information. I have read the terms and conditions and privacy policy of Gifted Hands Financial. By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Date Signed

MonthDayYear
Date
Taxpayer Signature
Date Signed

MonthDayYear
Date
Spouse Signature
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