TAX CLIENT INTAKE FORM

TAX CLIENT INTAKE FORM

Thanks for coming in today! My name is Merrylyn, and I will be filing your tax return today!
Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
How did you hear about us?
Who did you file with last year?
How much did you get back last year?
Do you have a copy of last year’s tax return?
How much did you get back last year?
Do you have a copy of last year’s tax return?
Did you receive all your W-2s?
Did you receive any 1099 forms?
Do you have all your business statements?
Any additional sources of income?
Did you have any changes in your filing status, income, or dependents?
Any other life changes (marriage, divorce, child, home purchase, education)?
Are there any special considerations or questions you have for your tax filing this year?
File Upload Field: For clients to upload last year’s tax return or W2s.

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Consent & Signature
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