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Tax Prep Intake
Thanks for choosing Forest Financial! This form will help us gather the details we need to prepare your tax return accurately and efficiently.
11
Questions
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1
Name
First Name
Last Name
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2
Email
example@example.com
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3
Phone Number
Please enter a valid phone number.
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4
What is your filing status?
Please Select
Single
Married Filing Joint
Married Filing Separate
Head of Household
Qualifying Surviving Spouse
Not sure
Please Select
Please Select
Single
Married Filing Joint
Married Filing Separate
Head of Household
Qualifying Surviving Spouse
Not sure
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5
What types of income do you have?
Check all that apply
W-2
Self-employment/1099
Rental income
Investment income
Retirement/Social Security
Other
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6
Which state do you currently live in?
Please Select
AL
AK
AZ
AR
CA
CO
CT
DE
DC
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
Please Select
Please Select
AL
AK
AZ
AR
CA
CO
CT
DE
DC
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
State
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7
Did you or your spouse work or earn income in more than one state in 2024?
Please Select
Yes
No
Please Select
Please Select
Yes
No
If yes, which other states did you work in or earn income from?
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8
Do you have any of the following?
Check all that apply.
Dependents/children
Childcare expenses
Education expenses
Mortgage interest/property tax
Charitable donations
Health Savings Account
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9
Are your documents ready to upload?
Please Select
Yes
No, and I would like help organizing them
No , but I can gather them soon
Please Select
Please Select
Yes
No, and I would like help organizing them
No , but I can gather them soon
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10
How do you prefer to communicate?
Please Select
Email
Phone
Text
Please Select
Please Select
Email
Phone
Text
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11
Is there anything else you'd like us to know about your tax situation, income, deductions or special circumstances this year?
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