Tax Intake Form

Client Intake Form 2026

Hello, thank you for considering me as your tax professional! Please fill out the form and upload your documents to begin the filing process. I will reach out to you with your numbers before sending you your documents for review and signature.
💰 Referral Alert! 💰

For every client you refer that files their taxes with me, that’s $100 straight in your pocket! 🤑

Helping your family & friends get their maximum refund while you get paid that’s what I call a win-win! 🙌🏽
Did someone refer you? If yes, who referred you? For every client sent that’s $100 in your pocket. Send 25 and I’ll pay you $3,000.
Taxpayer’s Name

First NameLast Name
Social Security Number
Date of birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearProviding date of birth can help us verify identity and determine eligibility for certain credits.
Occupation
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Taxpayer Drivers License or State ID

Valid photo identification. Drivers license or state identification
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File Upload

Taxpayer Social Security Card / please include birth certificate if possible for verification
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Spouse Information

First NameLast Name
Social Security Number
Date Of birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Spouse Drivers License or State ID

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Spouse Social Security Card

Please include birth certificate if possible for verification
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Address You Want to Use on Return

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you want to apply for an advance?
Select the status you expect to use for your 2025 return. Please note status selected can change if taxpayer does not qualify for selected status.
Life events or changes on or before 12/31/25. Select all life events that occurred on or before December 31, 2025 that may affect your tax filing.

Other
If you selected "Other" or would you like to provide details about life events, please explain those details here.
Were you audited in 2025?
Do you have dependents that your are filing this year? Dependents are individuals you provide 50% or more of care and live with you 50% of the year. By clicking yes I certify this to be true.
Dependent #1

First NameLast Name
Social Security Number
File Upload

Dependent Social Security Card / Please include birth certificate if possible for verification
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Date of birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Relationship
Dependent #2

First NameLast Name
Social Security Number
File Upload

Dependent Social Security Card / Please include birth certificate if possible for verification
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Date of birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Relationship
Dependent #3

First NameLast Name
Social Security Number
File Upload

Dependent Social Security Card / Please include birth certificate if possible for verification
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Date of birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Relationship
Dependent #4

First NameLast Name
Social Security Number
File Upload

Dependent Social Security Card / Please include birth certificate if possible for verification
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Date of birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Relationship
Dependent #5

First NameLast Name
Social Security Number
File Upload

Dependent Social Security Card / Please include birth certificate if possible for verification
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Date of birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Relationship
Did you have child care expenses in 2025?
Qualified child care expenses may make you eligible for credits. Including childcare provided while you worked or looked for work.
Childcare Documents (receipts, provider statements)

Upload receipts or provider statements related to childcare expenses.
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Do any other adults reside in the home?
Did you or a household member receive government assistance? If so list all and annual amounts below.
This can be Snap, SSi, Medicaid, Child Support, Welfare, etc.
Did you collect social security or retirement income?
Did you purchase health insurance through healthcare.gov marketplace (Obama Care)?
If yes, did you receive a 1095-A Form from the Marketplace? If you are unsure, you can contact this number 1(800)318-2596.
Were you ever disallowed the E.I.T.C prior to this year?
Education & Student Loan
Did you attend college or post-secondary school for the 2025 school year?
Attendance may allow education credits or deductions. Include yourself or dependents who attended.
Did you have qualified education expenses in 2025 (tuition, fees, course materials)?
Qualified expenses may be eligible for credits such as American Opportunity of Lifetime Learning Credit.
Did you make college tuition payment and received a 1098-T Form?
If yes, upload your 1098-T form

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Did you pay student loan interest in 2025 (Form 1098-E)?
Student loan interest may be deductible.
upload Form 1098-E if available.

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Do you have any other income other than your W2(s)?
Are you delinquent in any of the following? If your not sure of any debt that might be owed call 1-800-304-3107
Did you file 2024 taxes?
Did you successfully receive a refund in 2025?
Do you have an IP Pin? This is a 6 digit pin given by the IRS to protect your identity.
What is your IP Pin?
Enter your 6-digit IRS IP PIN. A new PIN is issued each tax year for your protection check your IRS.gov account for the current one.
Were you audited in 2025? (this will not stop you from receiving this year’s return)
You are aware that in case that you do owe a debt, you are still responsible for the tax professionals fees if this debt is taken out of your return and fees are not paid.
Did you take any classes or courses?
Homeownership and Real Estate
Did you move or buy a home after filing in 2025?
Did you make any renovations to your main home in 2025? If yes how much did you spend in total renovations?
Did you pay mortgage interest in 2025
Upload form 1098 here if applicable

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Do you plan to purchase a home in 2026 or 2027
Homebuying Representation & Lender Communication

Williams & Co Tax Professionals does not provide homebuyer support, representation, or lender communication of any kind. We do not verify income, confirm tax information, speak with loan officers or complete lender forms. All tax related confirmations must be handled directly by you as the taxpayer.
If you bought or sold real estate in 2025, provide details (closing statements, Form 1098, purchase/sale dates)

Upload closing statements and Forms 1098 in the Documents section if available.
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Income and Business
Did you receive W-2 income in 2025? *
File Upload

W2(s)
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Did you receive 1099 income (1099-NEC/1099-Misc/1099-K) in 2025?
Include any contract, gig, marketplace, or freelance income.
File Upload

1099(s)
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Do you have any business that you operate as the owner in 2025?
The IRS considers a business a activity you do for profit regularly or continuously. This includes side hustles and fully self employed. If yes , we will ask for business details and relevant income/expense records below.
What type of business do you own?
ex. childcare, hairstylist, braider, barber, nail tech, dancer, dj, shirt maker, reseller, landscaper, mowing services, driver, etc. You must list your business here. IF YOU ARE FULLY SELF EMPLOYED THE NEXT 9 QUESTIONS MUST BE ANSWERED.
Do you have a EIN? If yes, list it here.
How many years have you operated this business?
How do you receive payments?
Cash, Cashapp, Zelle, Square, Venmo, or any other third parties? Include all that apply.
Do you keep business records?
How do you track income?
Please provide total income
How do you track expenses?
This can be bank statements, profit and loss form, handwritten expense log, etc.
Please provide all expenses and expense amounts.
This will be items you purchased or rented for your business or side hustle in 2025.
Did you pay any tithes or make any donations in 2025?
Did you use credit cards for any of your business expenses?
Did you receive any grants or loans
Business Income and Expense Agreement

I agree that in the event of a irs audit, I will be able to provide documentation for all income and expenses provided above if i do not upload it now.
Income/Expense Documents

Any business documents.
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Retirement & Savings Contributions
Did you contribute to an HSA (Health Savings Account) in 2025?
HSA contributions can affect deductions and reporting
If yes, total HSA contributions for 2025 (including employer contributions)
Provide an approximate total if exact amount is not available.
Did you contribute to a Traditional or Roth IRA in 2025?
IRA contributions may be deductible or affect reporting depending on your situation.
HSA Documents

Upload HSA statements or forms showing contributions.
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IRA Documents (Form 5498 or year-end statements)

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Other documents

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In the event of an audit I the taxpayer will be able to provide verifying documents
Bank Name:   Type a label*
Routing Number:   Routing*
Account Number:   Account*
Terms & Conditions
Signature understanding and agreeing to the terms below

You understand and agree to the terms below
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing Williams & Co Tax Readiness and Software to prepare my taxes based on the information I provided. I understand that I am financially responsible for any outstanding balance due to any false information given. If there is a balance due, I must pay the tax preparation fee upfront. If for any reason I owe an entity and they take the entire refund, I am STILL responsible to pay the tax preparation fee for services rendered. If for any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $300 is required! Please view your tax return, which is emailed to you (it is sent prior to submission). Any copy after the first copy is a fee of $20.00. ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable. NO EXCEPTIONS TO THIS!! Please utilize www.irs.gov for all federal refund tracking.

Please utilize your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal, and state taxes are state when tracking your status. Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions. For any direct assistance please email aarontaxpro@outlook.com or the IRS for all updates at 800-829-1040.
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Client Intake Form 2026

Education & Student Loan

Homeownership and Real Estate

Homebuying Representation & Lender Communication

Income and Business

Business Income and Expense Agreement

Retirement & Savings Contributions

In the event of an audit I the taxpayer will be able to provide verifying documents