Individual Tax Preparation Client Intake Form

Individual Intake Form

Please fill out this comprehensive form to assist us in preparing your taxes accurately and efficiently. All information provided will be kept confidential.
Tax Preparation Security Consent

Please read and consent to the secure collection of your personal data, including Social Security numbers, to ensure a smooth and safe tax preparation process.
Full Name*

First NameLast Name
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
Date of Birth*

MonthDayYear
Date
Social Security Number*
No dashes or spaces
Residential Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
License Number*
State the License was Issued*
Date the License was Issued*

MonthDayYear
Date
License Expiration Date*

MonthDayYear
Date
Upload Driver's License*

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Filing Status*
Spouse Name*

First NameLast Name
Spouse's Email*
example@example.com
Spouse's Date of Birth*

MonthDayYear
Date
Spouse's Date of Death*

MonthDayYear
Date
Spouse's Social Security Number*
No dashes or spaces
Spouse's License Number*
State the Spouse's License was Issued*
Date the Spouse's License was Issued*

MonthDayYear
Date
Spouse's License Expiration Date*

MonthDayYear
Date
Upload Spouse's Driver's License*

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Did you file a tax return with us last year?*

YesNoNot Sure
Have your dependents changed since last year's return?*

YesNo
If not or not sure, upload your most recent tax return.

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Do you have any dependents?*

YesNo
How many?*

123456
Dependent #1*

First NameLast Name
Dependent #1 Date of Birth*

MonthDayYear
Date
Dependent #1 Social Security Number*
No dashes or spaces
Dependent #1 Relationship to You*

SonDaughterParentSiblingOther
Number of months Dependent #1 lived with you during the tax year?*
Type number of month 1-12
Did Dependent #1 earned any income?*

YesNo
Dependent #2*

First NameLast Name
Dependent #2 Date of Birth*

MonthDayYear
Date
Dependent #2 Social Security Number*
No dashes or spaces
Dependent #2 Relationship to You*

SonDaughterParentSiblingOther
Number of months Dependent #2 lived with you during the tax year?*
Type number of month 1-12
Did Dependent #2 earned any income?*

YesNo
Dependent #3*

First NameLast Name
Dependent #3 Date of Birth*

MonthDayYear
Date
Dependent #3 Social Security Number*
No dashes or spaces
Dependent #3 Relationship to You*

SonDaughterParentSiblingOther
Number of months Dependent #3 lived with you during the tax year?*
Type number of month 1-12
Did Dependent #3 earned any income?*

YesNo
Dependent #4*

First NameLast Name
Dependent #4 Date of Birth*

MonthDayYear
Date
Dependent #4 Social Security Number*
No dashes or spaces
Dependent #4 Relationship to You*

SonDaughterParentSiblingOther
Number of months Dependent #4 lived with you during the tax year?*
Type number of month 1-12
Did Dependent #4 earned any income?*

YesNo
Dependent #5*

First NameLast Name
Dependent #5 Date of Birth*

MonthDayYear
Date
Dependent #5 Social Security Number*
No dashes or spaces
Dependent #5 Relationship to You*

SonDaughterParentSiblingOther
Number of months Dependent #5 lived with you during the tax year?*
Type number of month 1-12
Did Dependent #5 earned any income?*

YesNo
Dependent #6*

First NameLast Name
Dependent #6 Date of Birth*

MonthDayYear
Date
Dependent #6 Social Security Number*
No dashes or spaces
Dependent #6 Relationship to You*

SonDaughterParentSiblingOther
Number of months Dependent #6 lived with you during the tax year?*
Type number of month 1-12
Did Dependent #6 earned any income?*

YesNo
Income Sources (select all that apply)*

W-2 Income1099 IncomeBusiness Income (LLC of only 1 owner)Rental IncomeOther
Please specify other income sources
Details of Income Sources
How many W-2 did you receive for the tax year?
Enter number of all W-2 received.
Upload W-2 Forms

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Did you contribute to a retirement plan at work?

YesNo
Did you have an employer-sponsor health insurance?

YesNo
Did you receive any unemployment income?

Yes (Upload Form 1099-G)No
Upload 1099-G (Unemployment)

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How many 1099-NEC or 1099-MISC forms did you receive for the tax year?
Enter number of all 1099-NEC or 1099-MISC received.
Upload 1099 Forms

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What kind of services or work did you perform as a contractor?*

0/50
Did you receive additional income not reported on a 1099?*

YesNo
If yes, estimated amount of additional income not reported on a 1099?*
Enter dollar amount
Did you track any business expense?*

YesNo
Type each expense by category with the total amount for the year next to it. (e.g Professional Services - $1,250). Click "+" to insert another expense category line.
Did you use a vehicle for business?*

YesNo
If yes, enter the number of miles driven during the tax year for business related activities.*
Add number of miles
If available, upload Business Financial Documents (e.g., profit and loss statements)

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What type of business do you operate?*

0/50
Business Name (if any)
If none, type N/A
Do you have a Federal EIN (Employer Identification Number)*

YesNo
If yes, provide you Business Federal EIN*
EIN
Total Income Earned in the Business during the tax year?*
Amount in Dollars
Type each expense by category with the total amount for the year next to it. (e.g Professional Services - $1,250). Click "+" to insert another expense category line.
Do you accept digital payments (e.g., Cash App, Zelle, Venmo, Square)?*

YesNo
If yes, upload transaction summaries.

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Did you make any Rental Income for the tax year?*

YesNo
How many properties?*

123
Address - Rental Property #1
Information - Rental Property # 1
Rental Property #1 -Type each expense by category with the total amount for the year next to it. (e.g Property Taxes - $2,300). Click "+" to insert another expense category line.
Address - Rental Property #2
Rental Property # 2
Rental Property #2 -Type each expense by category with the total amount for the year next to it. (e.g Property Taxes - $2,300). Click "+" to insert another expense category line.
Address - Rental Property #3
Rental Property # 3
Rental Property #3 -Type each expense by category with the total amount for the year next to it. (e.g Property Taxes - $2,300). Click "+" to insert another expense category line.
Would you like to depreciate your Rental Property(ies)?*

YesNo
Did you make any major purchases over 2,500?*

YesNo
If yes, upload the details on a spreadsheet showing date of purchase, description of item purchased, and amount paid.

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Do you use a portion of your home for business?*

YesNo
Total Home Square footage*
Total Size of Home
Square footage of space designated for home business only*
Size of Home Office Only
Do you have health insurance for the tax year?*

YesNo
Did you receive coverage through the Marketplace (Obamacare) for the tax year?*

YesNo
If yes, upload form 1095-A

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Do you contribute to a traditional IRA or Roth IRA for the tax year?*

YesNo
If yes, how much was the contribution?*
Did you make any student loan for the tax year?*

YesNo
If yes, upload form 1098-E

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Did you pay tuition or educational expenses for yourself or a dependent for the tax year?*

YesNo
If yes, upload form 1098-T

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Upload any other document you may feel pertinent. It may include 1099-INT, Form 1098 (Mortgage Statement), Property Taxes Statement, Schedules K-1 or others.

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Additional Comments or Notes
Would you like to receive your refund via direct deposit?*

YesNo
Bank Name*
Institution Name
Bank Routing Number*
Routing Number
Bank Account Number*
Account Number
Do you authorize us to begin preparing your taxes?*

YesNo
Name*

First NameLast Name
Signature*

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Individual Intake Form

Tax Preparation Security Consent