Warren Professional Services Tax Preparation Client Intake Form

Tax Preparation Client Intake Form
As a valued client of Warren's Professional Services, we kindly request specific information to initiate the preparation of your income tax return. Please ensure you have all the necessary documents ready before submitting your information.

Important: We require a seperate form for each individual whos taxes we prepare for the respective tax year. The taxpayer must submit their informatio, as certain sections require their digital signature.
Select One
If You Are a New Client, How Did You Hear about Us
TAXPAYER INFORMATION
What Tax Year are You Filing?
Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Filing Status
Taxpayer Social Security Number
Please enter the Taxpayer's Social Security Number
Taxpayer Social Security Number
Please enter the Taxpayer's Social Security Number
Taxpayer Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Taxpayer Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Taxpayer Email
example@example.com
Taxpayer Occupation/Job
Please upload the taxpayer's photo Identification (Driver's License).

Front and Back copy
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Please upload the taxpayer's social security card.

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Were you employed at any time last year and received or expect to receive a W-2 statement?
Please upload All W-2 forms received.

If you had more than one employer, please upload all of the W-2 statements that you received.
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Were You or your Spouse issued an Identity Protection PIN (IP PIN) by the IRS?
If yes, please upload Your and Your Spouses IRS document that includes your IP PIN.

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SPOUSE INFORMATION
Spouse's Name

First NameLast Name
Spouse's Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Spouse's Social Security Number
Please enter the Taxpayer's Social Security Number
Spouse's Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Spouse's Age
Spouse's Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Spouse's Email
example@example.com
Please upload the Spouses Photo Identification (Driver's License).

Front and Back copy
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Please upload the Spouse's Social Security Card.

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Please upload All W-2 forms received.

If you had more than one employer, please upload all of the W-2 statements that you received.
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Dependent Information
I certify that all Dependents listed on this form, whom I am claiming on my tax return, lived with me at the address provided within the United States for more than 6 months of the tax year being filed.

Enter your dependents here

Rows	Name	Date of Birth	Social Security Number	Relationship
1
2
3
4

Please upload the social security card for the dependent(s).

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Please upload the birth certificate for the dependent(s) under 18 years of age.

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Do you have any expenses for child care?
If yes, please upload the daycare expense and tax statement.

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Please upload school, Medical, or Daycare records for the dependent(s) under 18 years of age.

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In the Event of an Audit, I can provide one of the following documents to verify the residency requirement for the dependents listed on my tax return. Please select one.
EDUCATION/INSURANCE AND TAX QUESTION INFORMATION
Are you, your spouse or dependent(s) full-time student(s)?
If yes, please upload your 1098-T form for all College Students.

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Are you totally and permanently disabled?
Are you legally blind?
Do you have any dependents that you will claim on your current tax return?
If, yes Did the dependent (s) live with you for more than 6 months in 2025?
Did You, Your Spouse or Dependent(s) receive health insurance through the Marketplace in the current filing year?
If yes, please upload All 1095-A Tax Statement(s).

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Did you pay any medical or dental expenses in the current tax year? (This does not include insurance premiums.)
Did you receive Unemployment Benefits?
If yes, please upload your 1099-G documents.

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Did you have any gambling winnings in the current tax year?
If yes, please upload your W2-G documents.

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Did you sell, acquire, send, receive, or exchange any virtual currency?
Did you receive Social Security benefits in the current tax year?
If yes, please upload your 1099-SSA document(s).

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Did you receive any payments for goods or services for transactions of $600 or more through any third-party merchants?
If yes, please upload you 1099-K form.

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Spouse's Age
Spouse's Occupation/Job
Are they a full-time student?
If yes, please upload the 1098-T form for all College Students.

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Are they totally and permanently disabled?
Are they legally blind?
Are they your dependent?
Did your Spouse receive health insurance through Marketplace in the current filing year?
If yes, please upload the 1095-A Tax Statement for your Spouse.

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Was Your Spouse issued an Identity Protection PIN (IP PIN) by the IRS?
If yes, please upload your IRS document that includes your IP PIN.

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If other, list below.
Employment Status
Are you contributing to 401k or other pre-tax account?
Is this your first time opening a pre-tax account?
Please select what state return are you requesting?

Other
Do you have energy star rated improvements to your home?

Other
Are you currently renting?
What is the monthly rental amount?
How long have you lived at the property?
# of months
Are You a Homeowner?
Do you have mortgage interest?
If yes, please upload your mortgage interest document.

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Do you have documents that shows you paid for property taxes?
If yes, please upload your property tax statement.

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Did you sell any stock?
Did you withdraw any contributions from your 401K Retirement Plan during the current tax year?
If yes, please upload your 1099-R statement.

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If yes, please upload the corresponding documents.

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Did you receive any earnings from interest or dividends in the current tax year?
Did you pay your vehicle tax?
Do you have real estate tax?
Did you receive a federal tax last year?
Are you a victim of identity theft?
Are you a small business owner or an independent contractor?
Business Name:
Please upload your business documents. (ie Business License, EIN, Secretary of State Filing, etc...)

LLC, EIN, business financial statements, etc.
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Did you make any charitable contributions in the current tax year? (Goodwill, Salvation Army, Religious Organization, Church, etc.)
If yes, please list them below.
Please provide proof of your charitable donation.

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General Expenses

Rows	Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses

Total Expenses
Additional comments
- If you receive a tax refund, how do you want your funds dispersed?
- Please provide your bank account information to have funds issued by direct deposit.
- Institution Name
- Account Number
- Account Number
  For confirmation purposes.
- Routing Number
- CLIENT ENGAGEMENT AGREEMENT
  
  WARREN'S PROFESSIONAL SERVICES
  
  Dear valued client,
  
  Thank you for choosing WARREN'S PROFESSIONAL SERVICES for your income tax preparation needs. This engagement letter outlines the terms of our services and your responsibilities as our client.
  
  Service Agreement Overview
  By signing this document, you affirm that all information provided for your federal and state tax returns for the applicable tax year being filed, including income, expenses, deductions, and dependents, is accurate and complete to the best of your knowledge. This agreement represents our mutual understanding of the services to be performed.
  
  Your Responsibilities
  You are responsible for providing all information necessary for the accurate preparation of your tax returns. We will rely on the information you provide without independent verification, although we may ask additional questions to clarify certain details. If any tax information is communicated verbally, your signature on this engagement letter confirms its accuracy.
  
  Specific Considerations for Tax Credits
  For clients claiming tax credits such as the Earned Income Tax Credit (EITC), Additional Child Tax Credit, Education Credits, or filing under Head of Household status, you confirm that all related information, including dependent details, is accurate and meets eligibility requirements.
  
  Record Retention and Original Documents
  Our policy is to retain records related to this engagement for a specified number of years, after which they may be destroyed. All original documents will be returned to you upon completion of our services.
  
  Legal and Financial Responsibilities
  The information you provide will be submitted to the IRS and applicable state tax authorities. Providing false, incomplete, or misleading information may result in penalties, interest, or other consequences. WARREN'S PROFESSIONAL SERVICES is responsible only for errors or omissions resulting from our work and is not responsible for the tax owed based on information provided by you.
  
  Audit and Examination
  Tax returns may be subject to audit or examination by tax authorities. In such cases, you may be required to provide documentation to support items reported on your return.
  
  Completion and Payment of Services
  Upon completion of your tax return and payment of all tax preparation fees, you will receive a copy of your filed return. Please review it carefully for accuracy. Fees are based on the complexity of your return and include preparation of applicable schedules and forms. Payment is due upon presentation of the invoice unless fees are being deducted from your tax refund.
  
  Exclusions from This Engagement
  This engagement does not include preparation of financial statements or other services not directly related to tax return preparation unless covered under a separate written agreement and fee.
  
  Communication and Email Use
  We may communicate with you or other parties involved in this engagement via email or electronic means. Please be aware that electronic communications may be intercepted. We disclaim liability for any unintended disclosure resulting from such communications.
  
  Additional Services
  This engagement includes federal and state tax preparation only. Services such as payroll tax, sales tax, excise tax, or property tax filings are not included unless agreed to separately.
  
  Audit Representation
  Representation during audits or examinations is not included in the tax preparation fee and requires a separate engagement agreement and additional fee.
  
  Confidentiality and Data Protection
  We are committed to protecting the confidentiality of your information. Your information will not be disclosed outside our firm without your consent unless required by law. By signing this letter, you consent to the internal use of your information, including communications such as newsletters or service updates.
  
  Opt-In for Communications
  By signing this letter, you agree to receive email and SMS communications related to tax law updates and services. You may opt out at any time by clicking “unsubscribe” in emails or replying “STOP” to SMS messages.
  
  IRS Discussion Authorization
  You authorize WARREN'S PROFESSIONAL SERVICES to discuss matters related to your tax return with the IRS for up to 1 year after the return’s due date.
  
  Tax Preparation Fee
  Your tax preparation fee is based solely on services rendered and is not contingent upon receiving a tax refund.
  
  By signing below, you acknowledge and agree to the terms outlined in this engagement letter. We appreciate your trust and look forward to working with you. If you have any questions or need clarification, please contact us.
  
  Acknowledgment and Agreement
  
  By signing this agreement and providing us with your tax information, you confirm your understanding and acceptance of the terms outlined herein.
- Taxpayer Signature
- Date
  
  MonthDayYear
  2 digit month, 2 digit day, 4 digit yearDate
- Spouse Signature
- Date
  
  MonthDayYear
  2 digit month, 2 digit day, 4 digit yearDate
- - ACKNOWLEDGMENT AND AGREEMENT:
    I acknowledge that all information provided to Warren’s Professional Services is true and accurate to the best of my knowledge. I understand that I am responsible for maintaining supporting documentation to validate the information provided. Furthermore, I understand that knowingly providing false information on my tax return and submitting it to the IRS constitutes a potentially criminal offense punishable by law. This may include court proceedings, restitution, and possible imprisonment.
    
    I release Warren’s Professional Services and its preparers from any liability for errors resulting from incorrect information I have provided. By signing below, I authorize Warren’s Professional Services to file my tax return on my behalf.
    
    Additionally, I understand that if I and/or my spouse owe a federal or government debt (e.g., IRS, child support, student loans), we remain responsible for paying the tax preparation fees to Warren’s Professional Services at the time of service. If the federal refund is issued via mail or otherwise withheld, I/we are still obligated to pay the tax preparation fees as indicated on the invoice.
    
    If tax preparation fees are not paid, I acknowledge that Warren’s Professional Services reserves the right to pursue legal action to collect any unpaid fees.
    
    We appreciate your trust in Warren’s Professional Services and look forward to serving you.
- Tax Preparation Appointment Options
  
  Please select the type of tax preparation appointment that best fits your needs:
  
  🔹 Contactless Tax Preparation
  Your tax return will be prepared without a scheduled appointment. Once your taxes are complete, you will receive a phone call to review and finalize your return.
  No virtual appointment is required.
  
  🔹 Virtual Tax Preparation Appointment
  Schedule a virtual appointment at a date and time that is convenient for you. During this session, we will prepare and review your tax return together online.
- Tax Preparation Appointment Options: Choose One
- Signatures
  
  Please sign below.
- Taxpayer Signature
- Date Signed
  
  MonthDayYear
  2 digit month, 2 digit day, 4 digit yearDate
- Spouse Signature
- Date Signed
  
  MonthDayYear
  2 digit month, 2 digit day, 4 digit yearDate
- Tax Professional Signature
- Date Signed
  
  MonthDayYear
  2 digit month, 2 digit day, 4 digit yearDate
- Should be Empty:

Tax Preparation Client Intake Form

TAXPAYER INFORMATION

SPOUSE INFORMATION

Dependent Information

EDUCATION/INSURANCE AND TAX QUESTION INFORMATION

Signatures