CLIENT INTAKE

CLIENT INTAKE

2026 Tax Preparation
Client's Name

First NameLast Name
Client's Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Client's Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Client's Email Address
example@example.com
Clients Social Security Number
Client’s Date of Birth
Upload a Valid Government-Issued Photo ID(Driver’s License, State ID, Passport, or Military ID)

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Upload Your W-2(s) for the Current Tax Year

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Dependent Information

Did You File a Federal Tax Return Last Year?
If you filed a tax return last year, what was your Adjusted Gross Income (AGI)?
Have you or your dependents been issued an IRS Identity Protection PIN (IP PIN)?
If Yes, Please Enter Your 6-Digit IP PIN:
Fees and Payment:
1. The Client agrees to pay the Tax Preparer a fee for the services provided.
2. Payment shall be made in full upon completion and delivery of the completed tax returns.
3. The Client understands that additional fees may apply for services beyond the scope outlined in this agreement, and will be discussed and agreed upon in advance.
Responsibilities of the Parties:
1. The Tax Preparer agrees to exercise due diligence and care in preparing the Client's tax returns in accordance with applicable tax laws and regulations.
2. The Client agrees to provide all necessary information and documents to the Tax Preparer in a timely manner for the preparation of the tax returns.
3. The Client acknowledges that they are ultimately responsible for the accuracy and completeness of the information provided to the Tax Preparer.
Tax Preparer Signature
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Should be Empty: