• Tax Preparation Client Intake Form

    Tax Preparation Client Intake Form

    Please fill out Completely
  • New or Returning Client*
  • Filing Status*
    • Taxpayer Information 
    • Date of Birth*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Format: (000) 000-0000.
    • Are you a full-time student?
    • Are you totally and permanently disabled?
    • Are you legally blind?
    • Is this individual dependent of other?
    • Spouse Information 
    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Format: (000) 000-0000.
    • Are you a full-time student?
    • Are you totally and permanently disabled?
    • Are you legally blind?
    • Is this individual dependent of other?
    • Dependents 
    • Enter your dependents here
      Rows
    • Tax Related Questions 
    • Employment Status
    • Are you contributing to 401k or other pre-tax account?
    • Is this your first time opening a pre-tax account?
    • Please select what state return are you requesting?
    • Does your dependents have tuition expenses?
    • Do you have any expenses for child care?
    • Do you have energy star rated improvements to your home?
    • Are you currently renting?
    • What is the monthly rental amount?
    • Do you have your own home?
    • Do you have documents that shows you paid for property taxes?
    • Did you sold any stock?
    • Did you take money from your 401?
    • Did you pay for vehicle tax?
    • Do you have mortgage interest?
    • Do you have real estate tax?
    • Did you receive a federal tax last year?
    • Are you a victim of identity theft?
    • Do you have Life Insurance if not are you Intrested?
    • Expenses 
    • Please fill-up the information within the current year only.
    • General Expenses- Itemized Deductions (SCH A)
      Rows
    • Income- SELF EMPLOYMENT (SCH C)
      Rows
    • SCH C EXPENSES
      Rows
    • Do you use any part of your home regularly and exclusively for business?
    • Browse Files
      Drag and drop files here
      Choose a file
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    • Acknowledgment & Signature 

    • 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
       - -
      2 digit month, 2 digit day, 4 digit year
    • Date Signed
       - -
      2 digit month, 2 digit day, 4 digit year
    • Should be Empty: