Tax Prep Intake Form

  • Tax Preparation Client Intake Form

    Please upload documents with the secure link provided with this form
  • Filing Status*
    • Primary Taxpayer Information 
    • Format: (000) 000-0000.
    • Are you totally and permanently disabled?
    • Are you legally blind?
    • Spouse Information 
    • Format: (000) 000-0000.
    • Are they totally and permanently disabled?
    • Are they legally blind?
    • Dependents 
    • Rows
    • Banking and Tax Payment Information 
    • Is your bank account the same as last year?*
    • Type of Account*
    • If there is a balance due, do you want the payments drafted from your account with the electronic filing of your return? If no, you must submit payment electronically. Refer to our website at www.jeffpinkneycpa.com/electronicpayments*

    • The IRS requires payments to be made electronically by either scheduling to be drafted along with the tax filing or paid separately via the IRS' website.

      Amounts will be schedule to be drafted from your account April 15th or when the agency processes your tax return. 

    • Missing items, notes, or questions: 
    • Tax Related Questions 
    • Have you or will you contribute to an IRA for the current tax year?
    • Did you have a Health Savings Account? If so please provide the 1099-SA and/or 5498-SA Forms (you may have to log in to your online HSA account to download)
    • Do you or any of your depends pay tuition to a secondary educational institution? If so, include Form 1098-T or tuition statements as well as amounts or receipts for the cost of books/supplies/computer required for the current year.
    • Did you pay any student loan interest? If so, include form 1098-E
    • Do you have any expenses for child care/day care/after school care? We'll need the amounts paid for each individual child as well as the name, address, and tax ID of your child care provider.
    • Do you have energy star rated improvements to your home?
    • Are you or your spouse an educator that spent $300 or more of personal money on materials or supplies for your classroom?
    • Did you own or have signature authority over a foreign bank account, securities account, or other financial account in a foreign country?
    • Did you sell any stocks or investments?
    • Did you take money from your retirement account?
    • Did you purchase a new vehicle after 1/1/25?
    • Rows

    • The vehicle purchased must be brand new, not used. Interest paid may be deductible. Include a statement for the amount of bank/loan interest paid.

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    • Expenses 

    • Feel free to utilize the following form for general itemized deductions. Refer to our website for more detailed income tax worksheets. www.jeffpinkneycpa.com/worksheets

       

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

      • I allow Jeff Pinkney CPA, Inc. access to my sensitive personally identifiable data.

      • I agree with the terms of the engagement letter of Jeff Pinkney CPA, Inc. https://www.jeffpinkneycpa.com/engagementletter

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