Tax Client Intake Form
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
County
Occupation Title:
Spouse Full Name: (if applicable)
First Name
Last Name
Spouse Email: (if applicable)
example@example.com
Spouse Phone Number: (if applicable)
Please enter a valid phone number.
Spouse Occupation: (if applicable)
Select your filing status:
Single
Head of household
Married Filing Seperate
Married Filing Joint
Widowed
Type a question
Were you audited by the IRS last year?
Yes
No
Do you have an IP PIN?
Yes
No
Do you have any credits that were disallowed or reduced?
Yes
No
If you have any credits that were disallowed or reduced, please enter here.
If you are filing head of Houshold, what documents will you provide for proof of head of household?
Utility bill
Rental lease
Rent receipts
Mortgage interest payments
Property tax payments
Other
Please answers only if it applies to you.
If your address is different than the one thats on your government ID or drivers license, please indicate the reason why
Federal Financial Documents
Do you need assistance with organizing your/side hustle business income & expenses?
Yes
No
Did you have a business in 2024? Includes 1099s, or side business. Ex. hair braiding, hair stylist, baby sitting, uber, lyft, door dashing, & etc. If so, what is the name & nature of your business or side business. If you don't have a name, you can bypass the name.
Notes (anything you think we need to know :)
Submit
Should be Empty: