2026 CLIENT INTAKE
Please have all documents required to accurately fill out the client intake.
Please Select Your Tax Preparer
*
Please Select
Punkin Williams
Damita Felder
Robin Marshall
Who Referred You?
Filing Status
*
Please Select
Head of Household
Single
Widow(er)
Married Filing Seperate
Married Filing Jointly
PLEASE FILL OUT ALL INFORMATION APPLICABLE TO BEGIN THE TAX FILING PROCESS. ONLY COMPLETE FORM TO FILE YOUR 2025 TAX RETURN.
Taxpayer Name
*
First Name
Middle Name
Last Name
Date of Birth
*
-
Month
-
Day
Year
Date
SSN:
*
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Phone Number
*
Please your emergency contact.
Address
*
NO P O BOX / PHYSICAL ADDRESS ONLY
Street Address Line 2
City
State / Province
Postal / Zip Code
Occupation
*
Is This Your First Time Filing Taxes?
*
Yes
No
DID YOU SUCCESSFULLY RECEIVE YOUR 2024 TAX REFUND?
*
Yes
No
Do you owe any debt:
*
Please Select
State Taxes
Federal Taxes
Child Support
Student Loans
Alimony
None Of The Above
Are you totally and permanently disabled?
*
Yes
No
Please Upload a Selfie
*
UPLOAD A VALID ID OR DRIVERS LICENSE
*
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UPLOAD SOCIAL SECURITY CARD
*
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UPLOAD YOUR 2026 IPPIN FROM https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin
*
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If you do not have an IPPIN upload a BLANK piece of paper
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What Is Your Mother Maiden Name? ID Verify Verification Purposes
*
First Name
Last Name
City And State Where Mother Was Born
*
ID Verify Verification Purposes
What Is Your Father Last Name? ID Verify Verification Purposes
*
First Name
Last Name
City And State Where Father Was Born
*
ID Verify Verification Purposes
Are you married?
Please Select
YES
NO
SEPERATED
Spouse Suffix
Please Select
None
Jr.
Sr.
II
III
IV
Spouse Information
Spouse Occupation
Spouse: Are you totally and permanently disabled?
Please Select
YES
NO
Spouse: Are you legally blind?
Yes
No
Spouse Address (Where you receive your mail) NO PO BOX!
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
HEAD OF HOUSEHOLD FILERS MUST PRESENT ONE OF THE FOLLOWING TO FILE THIS STATUS: Choose all options that you are submitting to be approved to file (HOH) Head of Household.
Upload HOH Proof Document
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Upload HOH Proof Document
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Dependent 1
First Name Middle
Last Name Suffix ie..Jr,II, III
Date of Birth
-
Month
-
Day
Year
Date
SSN
Must match government records
Dependent 1 - Lived with me for 12 months in 2025 or at least 6 months.
Yes
No
Other
Dependent 2
First Name Middle
Last Name Suffix ie..Jr,II, III
Date of Birth
-
Month
-
Day
Year
Date
SSN
Must match government records
Dependent 2 - Lived with me for 12 months in 2025 or at least 6 months.
Yes
No
Other
Dependent 3
First Name Middle
Last Name Suffix ie..Jr,II, III
Date of Birth
-
Month
-
Day
Year
Date
SSN
Must match government records
Dependent 3 - Lived with me for 12 months in 2025 or at least 6 months.
Yes
No
Other
UPLOAD ALL DEPENDENT(S) BIRTH CERTIFICATE(S) IF NO KIDS UPLOAD A BLANK PIECE OF PAPER
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UPLOAD ALL DEPENDENT(S) BIRTH CERTIFICATE(S) IF NO KIDS UPLOAD A BLANK PIECE OF PAPER
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UPLOAD ALL DEPENDENT(S) BIRTH CERTIFICATE(S) IF NO KIDS UPLOAD A BLANK PIECE OF PAPER
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UPLOAD DEPENDENT SOCIAL SECURITY CARD
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UPLOAD DEPENDENT SOCIAL SECURITY CARD
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UPLOAD DEPENDENT SOCIAL SECURITY CARD
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Signature (attesting you are HOH)
Did you, spouse and/or dependent (19-24 years old) attend school for at least 6 months?
*
Yes
No
Did you make college tuition payments and receive a 1098-T Form Last Year?
Please Select
YES
NO
OTHER
UPLOAD 1098-T This document is provided by the Institution you attend.
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Do you have any other income other than your W-2(s)? Not filing all Income will have your taxes held up with the IRS. You do understand that if all income is not reported to the IRS you can face penalties.
*
Please Select
YES
NO
OTHER
Do you own your home or rent?
Please Select
YES
NO
OTHER
Do you intend to purchase a new home in the upcoming year?
*
Please Select
YES
NO
OTHER
Did you, spouse and or dependent(s) collect Social Security or Retirement income?
Please Select
YES
NO
OTHER
Did you, spouse and/or dependent(s) receive unemployment?
Please Select
YES
NO
OTHER
Do you intend to purchase a new home in the upcoming year?
Please Select
YES
NO
OTHER
Do you receive SNAP/TANF BENEFITS?
Please Select
YES
NO
OTHER
Did you sell any stock?
Please Select
YES
NO
OTHER
Did you withdraw any money from your 401k?
Please Select
YES
NO
OTHER
Did you receive, sell, exchange, or otherwise dispose of any digital assests (e.g., cryptocurrency) during the tax year? (1099DA)
Please Select
YES
NO
OTHER
If yes, please provide details of any digital assest transactions, including dates, amounts, and the platform used.
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Are you, spouse and or dependent(s) permanently disable or blind?
Please Select
YES
NO
OTHER
Are you receiving any housing assistance or support?
Please Select
YES
NO
OTHER
Did any of the dependents have an Income? Amount$ (USD)
Are you and or your spouse a BUSINESS OWNER, SELF EMPLOYED or have unreported income? This include GIG WORKERS, UBER DRIVER, SIDE HUSTLE etc
Please Select
YES
NO
OTHER
Self-Employment Income
IF NONE TYPE N/A
Tell us about your Business. Business Income Details
PLEASE TELL US ABOUT YOUR BUSINESS/
Other Income
List all other income here.
Deductions & Expenses
Deductions & Expenses
File Upload
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UPLOAD 2025 W2 FORM
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File Upload
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UPLOAD 2025 W2 FORM
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File Upload
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UPLOAD 2025 1099'S
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File Upload
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2025 TAX RETURN
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File Upload
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UPLOAD ADDITIONAL TAX DOCUMENTS i.e. Recent Utility Bill, Current Lease, Mortgage
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File Upload
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UPLOAD ADDITIONAL TAX DOCUMENTS i.e. Property Tax Statements, Education Expenses Receipts, Medical Expenses Receipts, Charitable Donation Receipts, Investment Statements, Business Expense Receipts, Childcare Provider Information, Health Insurance Statements, Alimony Payments Documentation, Job-related Expenses Receipts.
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File Upload
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UPLOAD ADDITIONAL TAX DOCUMENTS i.e. Property Tax Statements, Education Expenses Receipts, Medical Expenses Receipts, Charitable Donation Receipts, Investment Statements, Business Expense Receipts, Childcare Provider Information, Health Insurance Statements, Alimony Payments Documentation, Job-related Expenses Receipts.
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Signature (Engagement Terms and Agreement)
*
Spouse Signature (Engagement Terms and Agreement)
Appointment
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