Client Intake Form

Client Intake Form

" The Best is yet to come "
Welcome to God First Tax Solutions

Thank you for choosing us for your tax preparation needs! We're here to simplify the process. To get started, please fill out our online questionnaire to help us understand your situation and provide an accurate tax return. Your trust is our priority, and all information provided will be kept confidential. After, you submit your information, our CEO Quinisha Allen will contact you with a brief phone consultation to address any questions and discuss cash advances or incentives. We're excited to help you navigate with your tax journey. Thank you for trusting us! Best,
Tax Payer Name

First NameLast Name
Social Security Number
Date of Birth
Spouse Name ( If filing married jointly or separate )

First NameLast Name
Social Security Number
Date of Birth
Please upload a copy of your(s) SSN below*

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Unexpired Driver's License/State ID*

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Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Proof of Address/Head of household ( LEASE, PHONE BILL, ELECTRIC BILL, DCFS/DCF Print out )

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Did you file with this address last year?* If no please add address
Marital Status*
Do you have any dependents*
If yes! Have the dependent(s) lived with you for 12 months? If no type N/A* Disclosure: If your dependent was born in 2025, you can claim them on your taxes.
Are you filing a child who lived with any other relative for more than half of the tax year?* If so please list each relative and their relationship to the child for the last tax year.
Dependent Name

First NameLast Name
Date of birth
SSN
Relationship to Taxpayer
Lived with you for 12 months*
Please upload a copy of your dependent SSN & Birth Certificate*

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Dependent Name

First NameLast Name
Date of Birth
SSN
Relationship to Taxpayer
Lived with you for 12 months*
Please upload a copy of your dependent SSN & Birth Certificate*

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Dependent Name

First NameLast Name
Date of Birth
SSN
Relationship to Taxpayer
Lived with you for 12 months*
Please upload a copy of your dependent SSN & Birth Certificate*

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Please upload a copy of any other dependents SSN & Birth Certificate if not listed*

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Did your child(s) go to daycare, if so please upload a copy of the daycare form showing the amount you paid for services below.*
Daycare Form

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If any dependent over the age of 18 attended high school, please list below.* If no, place N/A.
If the taxpayer/ dependent attended college in the 2025 school year please list the name of the college and person(s) below.*
Please upload a copy of your 1098-T form.*

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Did you have health insurance?*
If yes, please select the type of insurance below.*
If you have marketplace insurance ( Ambetter, Blue Cross Blue Shield ), please upload a copy of your 1095- form. If you have not received the form you may contact the Marketplace for this form at 877-696-6775 or obtain the form at healthcare.gov*

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Occupation
Please upload a copy of your W2, 1099,Uber Print out, Lyft print out, ridesharing etc.

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Are you self employed? If so please list the kind of work you do below. If not, place N/A.*
Do you have an EIN number for your business, issued by the IRS.*
Please upload your EIN number here.* (if applicable)

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Please upload supporting documents for your business such as expenses below.* This can be in the form of receipts, statements, book logs.*

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Do you receive an IP PIN from the IRS to file your taxes.*
Please type here:
If so upload your IP Pin below.*

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Do you receive SSI,SSA,SSDI benefits?*
If so, please upload a copy of your benefit letter below.

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Do you live in a state that have state taxes?*
Please upload any other supporting documents such as.* Food Stamp Award letter, School Records, Cable Bill, Water Bill, Light Bill, Lease Agreement. Miscellaneous Documents: Last year return, anything you feel is important to maximize your refund?*

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Would you like direct deposit?*
What is the name of your bank?* ( Cash App* Sutton Bank & Chime* Stride Bank )
Bank Account Number*
Routing Number*
How did you hear about God First Tax Solutions?*
Are you an returning client?
I agree that all of the information that I provided is truthful and Correct.
Signature*
Should be Empty:

Client Intake Form

Welcome to God First Tax Solutions