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 Number
Age
Date of Birth
-
Month
-
Day
Year
Date
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you a full-time student?
Yes
No
Are you filing dependents?
Yes
No
Dependents
Enter your dependents here
Rows
Name
Date of Birth
Relationship
Social Security Number
1
2
3
4
5
6
Tax Related Questions
Employment Status
Employed
Unemployed
Self-employed
Do you have any expenses for child care?
Yes
No
Did you receive a federal tax last year?
Yes
No
Please fill-up the information within the current year only.
Additional comments
Acknowledgment & Signature
I confirmed that all information I entered here is accurate and true.
I allow Hawkins Financial to capture my sensitive data like personal id, government id, and other information.
I have read the terms and conditions and privacy policy of Hawkins Financial.
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
File Upload
*
Browse Files
Drag and drop files here
Choose a file
Upload W2 or Receipts
Cancel
of
Submit
Submit
Should be Empty: