Tax Client Intake Questions.
New Tax Client Intake Questions
Personal Information
Taxpayer full legal name
*
First Name
Last Name
Date of birth
*
-
Month
-
Day
Year
Date
Social Security Number (SSN) or ITIN
*
Current mailing address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Filing status (Single, Married Filing Joint, Married Filing Separate, Head of Household, Qualifying Widow(er)
*
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Window(er)
Add a Spouse/Partner Information (if applicable):
Yes
No
Spouse/Partner Name
*
First Name
Last Name
Spouse/Partner Date of Birth
*
-
Month
-
Day
Year
Date
Spouse/Partner Social Security Number (SSN) or ITIN
*
Spouse/Partner E-Mail
*
example@example.com
Do you have any dependents? If yes, list:
Yes
No
1- Dependent's Full name, Date of Birth, SSN/ITIN, Relationship to Taxpayer.
2- Dependent's Full name, Date of Birth, SSN/ITIN, Relationship to Taxpayer.
3- Dependent's Full name, Date of Birth, SSN/ITIN, Relationship to Taxpayer.
4- Dependent's Full name, Date of Birth, SSN/ITIN, Relationship to Taxpayer.
5- Dependent's Full name, Date of Birth, SSN/ITIN, Relationship to Taxpayer.
6- Dependent's Full name, Date of Birth, SSN/ITIN, Relationship to Taxpayer.
Income Information
Did you receive wages (W-2)?
*
Yes
No
Did you have self-employment income (1099-NEC, 1099-K, cash, etc.)?
*
Yes
No
Did you have self-employment income (1099-NEC, 1099-K, cash, etc.)?
*
Yes
No
Did you receive unemployment benefits?
*
Yes
No
Did you receive unemployment benefits?
*
Yes
No
Did you receive Social Security, pension, or retirement income?
*
Yes
No
Did you receive Social Security, pension, or retirement income?
*
Yes
No
Any investment income (dividends, interest, stock sales, crypto)?
*
Yes
No
Did you own rental property or receive rental income?
*
Yes
No
Any other income (gambling, alimony, jury duty, etc.)?
*
Yes
No
Deductions & Credits
Did you pay for childcare expenses? If yes, provider’s info and amount paid.
*
Yes
No
Did you pay for education (college tuition, student loans, etc.)?
*
Yes
No
Did you pay mortgage interest or property taxes?
*
Yes
No
Did you make charitable donations?
*
Yes
No
Did you pay for medical expenses (if significant)?
*
Yes
No
Do you qualify for Earned Income Tax Credit (EITC) or Child Tax Credit?
*
Yes
No
Do you own a Small Business or Side hustle?
*
Yes
No
Do you have records of income and expenses?
*
Yes
No
Do you have a business bank account?
*
Yes
No
Did you purchase any equipment or assets for the business?
*
Yes
No
Did you make estimated tax payments during the year?
*
Yes
No
Did you receive any IRS/state tax letters or notices?
*
Yes
No
Do you owe back taxes or have a payment plan?
*
Yes
No
Did you receive the Advance Child Tax Credit or stimulus payments?
*
Yes
No
Refund & Filing
Would you like Direct Deposit for your refund?
*
Yes
No
Bank Name:
*
Routing Number:
*
Account Number:
*
How did you hear about us?
Instagram
Google
Facebook
Direct Contact
Referral
Other
If referred please provide name;
Submit
Should be Empty: