PERSONAL TAX INTAKE FORM

Please provide the following information so we can prepare your tax return. Honest and accurate information will help avoid delays with your return. Once you submit this form, we'll start working our magic.

You can complete this form on a computer or cell phone. TIP: Using your cell phone allows you to take a photo of your documents and upload them easily.
How did you hear about Abracadabra Accounting?
Referred By

First NameLast Name
Taxpayer's Name

First NameLast Name
Date of Birth
xx/xx/xxxx
Email
example@example.com
Phone Number
Address

Street Address

County

CityState

Zip Code
Can you be claimed by another taxpayer?
Do you have any W2's?
Are you filing jointly?

YesNo
Did you have any self-employment
Including working for Uber/Lyft/Door Dash etc,
Spouse's Name

First NameLast Name
Spouse's Date of Birth
Spouse's Email
example@example.com
Does spouse have any W2's?

What tax year are you filing ?

202320242025Other
Do you have dependents you will claim on your return?
How many dependents are you claiming?
Dependent #1 Date of Birth

MonthDayYear
Date
Dependent #2 Date of Birth

MonthDayYear
Date
Dependent #3 Date of Birth

MonthDayYear
Date
Dependent #4 Date of Birth

MonthDayYear
Date
Did anybody in your household attend college in 2025?
Did anyone in your household receive health insurance through the Marketplace?

YesNo
Did you pay daycare or tuition for a child under 13?

YesNo
Did you receive unemployment benefits?
Did your spouse receive unemployment benefits?
Do you own a rental property?
Does your spouse own a rental property?
Do you have any gambling winnings?
Does your spouse have any gambling winnings?
Did you sell, acquire, send, receive or exchange any virtual currency?
Did your spouse sell, acquire, send, receive or exchange any virtual currency?
Did you receive social security benefits?
Did your spouse receive social security benefits ?
Did you withdraw money from a 401k?
Did spouse withdraw money from a 401k?
Did you receive any earnings from interest or dividends ?
Did spouse receive any earnings from interest or dividends?
Were you issued an Identity Protection PIN (IP PIN) by the IRS?
Enter Your IP PIN here (Your tax return will reject if you don't provide this number)!

I acknowledge that all information provided to Abracadabra Accounting is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information provided. Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, I am taking part in a potentially criminal penalty situation and is punishable by law, including but not limited to: facing court dates, restitution, and possible imprisonment. I waive Abracadabra Accounting and the preparer of any error due to incorrect information provided by me. By signing below, I authorize Abracadabra Accounting to file my tax return.

I acknowledge by signing this form that if I and/or my spouse owe a federal/government debt, such as IRS, child support, student loans, etc., I/we are still responsible for tax preparation fees due to Abracadabra Accounting at the time of service. If the tax preparation fees are not paid, I understand Abracadabra Accounting will take legal action to collect the unpaid tax preparation fees.
Taxpayer Signature*

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Spouse's Signature

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