Virtual Client Extension Intake Form

Virtual Client Extension Intake Form

Thank you for choosing our tax preparation services. Please complete the following form to provide us with the necessary information for your extension.
Client Information
Full Name

First NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
SSN
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Occupation
If Filing Married Filing Jointly or Married Filing Separately, Enter Spouse Information Below.
Spouse Information

First NameLast Name
Spouse Email Address
example@example.com
Spouse Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Spouse SSN
Spouse Occupation
Tax Information
Who is your Tax Preparer?
Filing Status
Dependents
Additional Information
Date

MonthDayYear
Date
Signature
Spouse Signature
Should be Empty:

Client Information