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Client Intake Form
2026 T&H TAXES

Tax Preparation Client Intake Form
Filing Status

SingleHead of HouseholdMarried Filing SeparateMarried Filing JointQualifying Widower
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Taxpayer Information
Have you completed Id.ME?
Name

First NameLast Name
Date of Birth

MonthDayYear
SSN
Who referred you ?
Previous clients Enter '2024'
What TAX year are you filing for ?

2022202320242025
Phone Number
Please enter a valid phone number.
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Dependents
Child Care Provider Information
File Upload : Please upload ID or DL-W2S, 1099S, 1040 etc PLEASE UPLOAD ID

Please upload w2s/1099s/ INCLUDING YOUR CASHAPP OR VENMO TAX STATEMENTS, PLEASE INCLUDE YOUR ID or DRIVERS LICENSE PHOTO/COPY OF BANK ROUTING & ACCT INFORMATION
Cancelof
Occupation
Are you a full-time student ?

YesNo
Are you totally and permanently disabled ?

YesNo
IS THIS YOUR 1st TIME FILING WITH T&H TAXES ?
WHERE DID YOU FILE LAST YEAR? WHY DID YOU LEAVE?
Email
example@example.com
I confirmed that all information I entered here is accurate and true. I allow T&H Taxes+ to capture my sensitive data like personal id, government id, social security number (SSN), and other information. By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
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Client Intake Form