Tax Preparation Client Intake Form
Which Tax Pro are you filing with?
Please Select
Raven Bronson
Delarrius Mathis
Filing Status
Single
Head of Household
Married Filing Separate
Married Filing Joint
Qualifying Widower
Taxpayer Information
Name
First Name
Last Name
Date of Birth
-
Month
-
Day
Year
Date
Phone Number
Please enter a valid phone number.
Email
example@example.com
Taxpayers Social
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Occupation
Are you a full-time student?
Yes
No
Are you totally and permanently disabled?
Yes
No
Please upload w2s, 1098-t, or any financial documentation to be reported on tax return.
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Dependents
Enter your dependents here
Name
Date of Birth
Relationship
SSC Number
1
2
3
4
5
6
Tax Related Questions
Employment Status
Employed
Unemployed
Self-employed
Are you contributing to 401k or other pre-tax account?
Yes
No
Do you have any expenses for child care?
Yes
No
Are you currently renting?
Yes
No
Did you receive a federal tax last year?
Yes
No
Do you have an IP PIN? If yes, please insert IP PIN below.
Did anyone refer you? If so please insert name below.
Upload ID/DL & Banking Information
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Acknowledgment & Signature
I confirmed that all information I entered here is accurate and true.
I allow First Klass Tax to capture my sensitive data like personal id, government id, and other information.
I have read the terms and conditions and privacy policy of First Klass Tax.
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
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