Tax Client Intake 2025
Taxpayer Information
Current Tax Year
Yes
Yes
No
Filing Status
Please Select
Single
Married Filing Separate
Qualifying Widower
Head of Household
Married Filing Joint
Name
First Name
Last Name
Phone
Please enter a valid phone number
Email
example@example.com
Social Security Number
Mailing Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Are you a U.S. Citizen or green card holder?
Yes
No
Marital Status
Please Select
Option 1
Option 2
Option 3
Occupation
Are you filing an eligible spouse on your return?
Yes
No
Are you a full-time student?
Yes
No
Are you totally and permanently disabled?
Yes
No
Are you legally blind?
Yes
No
Is this individual dependent of other?
Yes
No
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Spouses and Dependents
Spouse Phone
Spouse Name
First Name
Last Name
Spouse Phone
Please enter a valid phone number
Email
example@example.com
Spouse's Social Security
Date of Birth
-
Month
-
Day
Year
Date
Date of Death
-
Month
-
Day
Year
(if deceased in the current tax year)
Are you a full-time student?
Yes
No
Are you totally and permanently disabled?
Yes
No
Are you legally blind?
Yes
No
Is this individual dependent of other?
Yes
No
Are you claiming any dependents?
Yes
No
First Dependent Information
List the names below of everyone who lived with you last year (other than your spouse), or anyone you supported but did not live with.
Name
First Name
Last Name
Date of Birth
-
Month
-
Day
Year
Date
Social Security Number
Relationship
How many months did they live in your home for the current year?
Please Select
1
2
3
4
5
6
7
8
9
10
11
12
Did this dependent attend college this year?
Yes
No
Second Dependent Information
List the names below of everyone who lived with you last year (other than your spouse), or anyone you supported but did not live with.
Name
First Name
Last Name
Date of Birth
-
Month
-
Day
Year
Date
Social Security Number
Relationship
How many months did they live in your home for the current year?
Please Select
1
2
3
4
5
6
7
8
9
10
11
12
Did this dependent attend college this year?
Yes
No
Third Dependent Information
List the names below of everyone who lived with you last year (other than your spouse), or anyone you supported but did not live with.
Name
First Name
Last Name
Date of Birth
-
Month
-
Day
Year
Date
Social Security Number
Relationship
How many months did they live in your home for the current year?
Please Select
1
2
3
4
5
6
7
8
9
10
11
12
Did this dependent attend college this year?
Yes
No
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Tax Related Questions
Employment Status
Employed
Unemployed
Self-employed
Are you contributing to 401k or other pre-tax account?
Yes
No
Is this your first time opening a pre-tax account?
Yes
No
What state return are you requesting?
State return
Local
Country returns
School
RITA
Does your dependent(s) have tuition expenses?
Yes
No
Do you have any expenses for child care?
Yes
No
Are you currently renting?
Yes
No
Do you own your home?
Yes
No
Do you have documents that show you paid for property taxes?
Yes
No
Would you like credit repair?
Yes
No
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Income Information
Please select all forms of income in the current tax year:
Wages or Salary (W2 Income)
Unemployment
Pension/Retirement Income
Rental Income
Farm Income
Dividend/Sale of Stocks
Interest Income
Self-Employment-Bus. Income (Sch.C)
Alimony Received
Lottery or Gambling Income W-2G
Public/State Aid Income
Social Security Income
Tips
Other
Please upload all relevant tax documents:
*
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General Expenses
Please select which other expenses pertain to you:
IRAs
Property Tax
Mortgage Points (closing points)
Business Owner/Self Employed
Tax Prep Expenses
Union Dues
Education Expenses
Significant Loss or Theft
Charity of Religous Contributions
Mortgage Investment
Moving Expenses
Medical Expenses
Alimony Paid
Bought or Sold Home
Job Related Expenses
Other
Upload expense evidence here:
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Authorization & Consent
I confirm that all information I entered here is accurate and true.
I allow you to capture my sensitive data like personal ID, government ID, Social Security Number (SSN), and other information.
I have read the terms and conditions and privacy policy.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Taxpayer Signature
*
Date
-
Month
-
Day
Year
Date
Spouse Signature
*
Date
-
Month
-
Day
Year
Date
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Documents Upload
Please upload all the necessary Documents.
Social Security Card
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Driving License
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Birth Certificate
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Utility Bills
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Other necessary documents like 1098-T form,1098-Mortgage form,1095A health insurance,1098 E
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Please upload your W2,1099,1099 INT,schedule C,1099 NEC,1099-Div,1099-K
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Account Information
Bank name
Routing
Account
Upload details if applicable
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Referred by anyone?
Yes
No
Name of Referrer
Check this box
In the event your refund is funded but reduced due to an offset, you authorize that any applicable preparation fees will be deducted directly from your bank account.
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