2024-2025 Tax Client Intake Form
Thank you for choosing to file with Tanksley Financial Group Services! We are eager to serve you. Please complete the intake form so we can better understand your tax situation and provide the personalized support you deserve. We appreciate your trust and look forward to serving you. If you have ANY questions or need any assistance, please don't hesitate to reach out.
Please select your Tax Practitioner
*
Please Select
IRS AFSP Certified/CEO Tracy Tanksley
IRS AFSP Certified Faith Tanksley
IRS AFSP Certified Ernest Wiley
Veronica Cruz
Albert Peoples
Eveleen Lopez
Ayanna Chance
DeYauna Hill
Kyndal Busby
Ashley Tobias
Please make sure to let your Tax Practitioner know when you submit your documents
What's your filing status?
*
Single
Head of Household
Married Filing Separate
Married Filing Joint
Qualifying Widower
Name
*
First Name
Last Name
Spouse Name (If filing joint)
First Name
Last Name
Social Security Number
*
Spouse Social Security Number
Do you have a IPPIN? Please provide
Date of Birth
*
-
Month
-
Day
Year
Date
Spouse Date of Birth
-
Month
-
Day
Year
Date
Phone Number
*
Please enter a valid phone number.
Spouse Phone Number
Please enter a valid phone number.
Email
*
example@example.com
Spouse Email
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Occupation
Are you a home owner?
*
Yes
No
Did you have VERY high medical expenses during the Tax Year?
*
Yes
No
Upload Taxpayer ID
*
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Upload Taxpayer Social Security Card
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How many dependents are you claiming?
Please provide your dependent(s) FIRST LAST NAME, DATE OF BIRTH AND SOCIAL SECURITY NUMBER
Did ANY of your dependents attend college?
Yes
No
Upload 1098T (College Tuition Statement)
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Did you receive any W2's?
Yes
No
Please upload all W2's
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Please upload 1099's
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Please upload ANY additional tax forms
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Does anyone that will be filed on this tax return have health insurance via Health Care Marketplace?
Yes
No
Please upload 1095A
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Submit
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