B&B Tax and Wealth Solutions – Client Intake Form

Name

First NameLast Name
Date Of Birth
Social Security Number
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email (please input N/A if you do not have an email)
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Are you a:
If you are a new client, please upload your tax return from the previous year:

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Filing Status
Do you have a identity protection number (IP Pin)? If so, what is it? (please input N/A if you do not have an IP Pin Number)
Dependent Information (If applicable, list all dependents) Full Name, DOB, SSN, Relationship to You (please input N/A if you do not have any dependents)
Employment & Income
Did you work in 2025?
Do you have the last paystub(s) of December 2025?
Please upload the paystub(s) here. If you worked overtime, we will calculate it on your tax return. This will determine the new no tax on overtime rule.

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Employer Name(s): (please input N/A if you do not have an employer)
Did you receive a W-2 or 1099? Please Upload W-2s, 1099s, or other income documents.

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Other Income Sources (check all that apply):

Other
Please upload other income sources if any.

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Tax Deductions/Credits
Did you pay for childcare in 2025?
If paid for childcare how much? (please input N/A if you did not pay for childcare in 2025)
Please upload the childcare document if available

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Did you attend school ?
Please upload the 1098T form for school if available.

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Did you receive marketplace health insurance? If so, you received a 1095-A form in the mail
Please upload the 1095A marketplace insurance form if available.

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Do you want to apply for an advance loan?
Bank Information (for direct deposit)
Bank Name:
Routing Number:
Account Number:
Account Type:
Any questions or special tax concerns?
Upload any additional documents here: (Example: ID, Social Security Card, Birth Certificate Etc)

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By signing below, I acknowledge that:

-All information provided is true and accurate to the best of my knowledge.

-I am responsible for reviewing my tax return before it is submitted.

-I understand that any fees rendered are non-refundable once the return is filed.

-I authorize B&B Tax & Wealth Solutions to process my information for tax preparation purposes only.

-I agree to provide any additional documentation if requested.
Signature
Once submitted, someone from our team will reach out within 24–48 hours to confirm your information and start your filing.
Should be Empty:

Employment & Income

Tax Deductions/Credits

Bank Information (for direct deposit)

Once submitted, someone from our team will reach out within 24–48 hours to confirm your information and start your filing.