Tax Preparation Client Intake Form

  • Tax Preparation Client Intake Form

  • Filing Status
    • Taxpayer Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Are you a full-time student?
    • Are you totally/permanently disabled?
    • Are you legally blind?
    • Spouse Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Are they your dependent?
    • Are they a full-time student?
    • Are they totally/permanently disabled?
    • Are they legally blind?
    • Dependents 
    • Rows
    • Rows
    • Tax Related Questions 
    • Employment Status
    • Are you contributing to 401k or other pre-tax accounts?
    • Is this your first time opening a pre-tax account?
    • Please select what state return are you filing?
    • Do you have energy star rated improvements to your home?
    • Does your dependents have tuition/childcare expenses?
    • Are you a Homeowner?
    • Do you have documents that shows you paid for property taxes?
    • Did you sell any stock?
    • Did you borrow money from your 401K?
    • Did you pay vehicle taxes?
    • Do you have mortgage interest?
    • Do you have real estate tax?
    • Did you receive a federal tax last year?
    • Are you a victim of identity theft?
    • Expenses 

    • Please fill-up the information within the current year only.

    • Rows
    • Acknowledgment & Signature 
      • I confirmed that all information I entered here is accurate and true.

      • I allow Neema Ali to capture my sensitive data like personal id, government id, and other information.

      • I have read the terms and conditions and privacy policy of Neema Ali.

      • By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
    • Date Signed
       - -
    • Date Signed
       - -

    • Tell me who referred you so I know who to thank 🙏🏾💚.

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    • Should be Empty: