Tax Preparation Virtual Client Intake Form

Tax Preparation Virtual Client Intake Form

Welcome to Pronto Tax Services LLC!Thank you for choosing us to assist with your tax preparation. Please complete this form with accurate and up-to-date information so we can prepare your return efficiently, securely, and in compliance with all tax laws.
Checklist: Please make sure you have the following documents ready:
Client Information
Email Address
example@example.com
Full Name

First NameLast Name
Phone Number
Please enter a valid phone number.
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Occupation
Tax Information
Tax Year*
Filing Status*

SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er)
Dependents
Income

Please provide the following income information for the tax year.
Wages, Salaries, Tips, etc.*
Interest Income*
Upload Your W2 Forms

Cancelof
Dividend Income*
Other Income*
Upload Your Paystub

Cancelof
Upload Your ID

Cancelof
Total Income During the Fiscal Year $
Deductions

Please provide the following deduction information for the tax year.
Upload Your Social Security Card

Cancelof
Standard Deduction*
Education Credits*
Itemized Deductions*
Credits

Please provide the following credit information for the tax year.
Child Tax Credit*
Other Credits*
Additional Information*
Client Acknowledgment, Authorization & Limitation of Liability*
Pronto Tax Services LLC
Client Agreement & Liability Waiver
1. I am fully responsible for the accuracy and comploteness of all information and documents 1 provide.
2. Pronto Tax Sorvices LLC prepares my retum based only on what I submit, and no refund arount, credit, or result is guaranteed.
3. Pronto Tax Services LLC is not liablo for any taxes, penalties, interest. or losses resulting from false, incompleto, or inaccurate information i provide
4. Any dispute witi be resolved by binding arbitration under Georgia law, and I waive the right to flo a lawsuit or participate in a class action.
5: Tho total labilly of Pronto Tax Sarvicos LLC, i any, is limited to the amount of leos I pald lor that year & tax preparabon.
Date

MonthDayYear
Date
Signature

Powered by Jotform SignClear
Appointment
Upload Other Documents

Cancelof
Should be Empty:

Tax Preparation Virtual Client Intake Form

Client Information

Tax Information

Income

Deductions

Credits