JACQUELINE BLAKE TAX PROFESSIONAL

Tax Preparation Client Intake Form

Please fill out the form carefully. Any Questions or concerns Email info@anjtotalservicesltd.com TEXT/CALL (888) 835-4571
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Tax PreparationCredit RepairBookkeepingBusiness Formation / LLC SetupS-Corp Election ReviewNew Business Startup ConsultationAmend a Return

Enter your dependents here

Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?

Yes, send me the recommended formation linkYes, I would like guided supportNot at this time

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
Please review the list below and ensure you upload all documents that apply to your situation. Providing complete documentation helps us prepare your return quickly and accurately.

Common documents include:

• W-2 forms from all employers
• 1099 forms (1099-NEC, 1099-MISC, 1099-K, etc.)
• Government-issued photo ID
• Social Security cards for dependents (if applicable)
• Prior year tax return
• Self-employment income records (if applicable)
• Childcare provider information (if claiming childcare credit)
• Education forms such as Form 1098-T

If additional documentation is required, our office will contact you.
Upload W-2 Forms

Cancelof
Upload Photo ID to include Social Security card for Dependents( if applicable)

Cancelof
Upload 1099 Forms

Cancelof
Upload Prior Year Tax Return

Cancelof
Upload Additional Documents

Cancelof
YesNo – I will upload additional documents later
I acknowledge and agree to the Tax Preparation Engagement Agreement.
I acknowledge the Abandoned Return Policy.
I certify that the information provided is accurate.
I authorize electronic payment if fees remain unpaid.
I understand that tax preparation services do not include IRS audit representation.

I certify that the information provided in this intake form and all supporting documents submitted to ANJ Total Services are accurate and complete to the best of my knowledge.

I acknowledge that ANJ Total Services will prepare my tax return based on the information provided. I understand that I am responsible for reviewing my completed tax return before authorizing filing.

By signing below, I confirm that I have read, understood, and agree to all client agreements and disclosures included in this intake form.
Date Signed

MonthDayYear
Date
Taxpayer Signature

Powered by Jotform SignClear
Date Signed

MonthDayYear
Date
Spouse Signature

Powered by Jotform SignClear

Tax Preparation Client Intake Form