Client Intake Form
Thank you for choosing M&M Ez Returns for your tax preparation needs. Our goal is to make the process simple, secure, and stress-free while ensuring you receive the maximum refund possible. This secure intake form will help us gather the information we need to get started. Please take a few minutes to complete all required fields.
Section 1 - Personal Information
Full Name
*
First Name
Middle Initial
Last Name
DOB
*
-
Month
-
Day
Year
Please enter your date of birth.
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
U.S. Mailing Address (Please ensure this address is reliable and accessible at all times for receiving IRS correspondence. A trusted family member or friend’s address is recommended.)
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you a J-1 Summer Work&Travel Student or H-2B Temporary Worker?
J-1
H-2B Worker
Section 2 - US Banking information ( Secure Entry)
Bank Name
*
Please enter your Banking institution name.
Account Number
*
Please enter your Banking account number.
Routing Number
*
Please enter your Routing number.
Account Type
*
Please Select
Checking
Savings
Select your account type.
Section 3 - Social Security Number (Secure)
SSN
*
Please enter your SSN accurately.
Section 4 - Previous Year Tax Information (1040-NR)
Did you file U.S. taxes last year? If yes selected, please upload your 2024 1040-NR document below.
Yes
No
File Upload (1040-NR)
Browse Files
Drag and drop files here
Choose a file
Upload ONLY 1040-NR here.
Cancel
of
Current year document Upload
Document Upload (W-2's Form)
Browse Files
Drag and drop files here
Choose a file
Multiple W-2 forms can be uploaded here.
Cancel
of
Terms and Conditions
*
Save
Submit
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