2025-26 Tax Preparation New Client Intake Form

2025-26 Tax Preparation New Client Intake Form
Welcome to Our 2025–2026 Tax Year Client Intake Form

Please complete this form to help us gather the information needed to prepare your 2025–2026 tax return accurately and efficiently. All information provided will be kept confidential and used solely for tax preparation and related services.

OUR RESPONSIBILITIES

Our work (whether consultation, tax return, tax plan or related product) is based on data you provide.

• We are not responsible to audit or verify the data that you give to us.

• We may ask for clarification of your data or additional information.

• We will work to find all the credits and deductions you are legally entitled to.

YOUR RESPONSIBILITIES

• To provide all the information required for a complete and accurate finished product.

• To provide this information in a timely manner.

• To retain, with the completed work, all the documents, cancelled checks and other data that form the basis of income and deductions since you may later have to provide them to a taxing authority.

• To carefully review all work completed by our office before you sign. You have the final responsibility for anything submitted to a taxing authority.

• You are responsible not to commit fraud.

• You are responsible to let us know if you received Child Tax Credit Payments in 2025, If you did not receive your stimulus payment 1, 2, and 3 payment, 1099k Form, and Unemployment 1099 Form.

Important: We require one form per person per tax year for whom we are preparing taxes. The taxpayer must submit their own information as there are places where they must digitally sign.
Taxpayer Information
Full Name*

First NameLast Name
Date of Birth*

MonthDayYear
Date
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
Current Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
How long have you lived at this address?*

A few months1-2 years3-4 years4+ years
Are you currently renting or do you own your home?*

RentingHomeowner
What is the monthly rental amount?*
Are you a U.S. Citizen or green card holder?*

U.S CitizenGreen Card Holder
Previous Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Are you a full-time student?*
Are you legally blind?*
Are you totally and permanently disabled?*
Do you have any dependents?*
Are you filing an eligible spouse on your return? *
Current Occupation*
Please upload a clear picture of your ID and Social Security Card*

Cancelof

Tax Information
Did you file with us last year?*

YesNo
Do you have a Identity Protection Pin (IP PIN)*
If you have an IP PIN and do not enter it, your refund will be rejected by the IRS. If you do not have a IP PIN then put N/A.
Please upload your previous tax return*

Cancelof
Filing Status*
Please upload proof showing Head of Household.

Examples of proper proof of documentation includes your lease, utility bills, and/or property tax receipts.
Cancelof
Employment Status*

EmployedSelf-employedUnemployed
Are you contributing to 401k or other pre-tax account?*
Do you have any expenses for child care?*
If yes, proof of expenses is required.
Do you have documents that show you paid for property taxes?*
Were any credits disallowed in a previous year?*
Did you receive health insurance from Marketplace?*
Upload Form 1095A - Marketplace Form

Cancelof

Dependents
Please upload Social Security Card and all relevant documentation to claim dependent(s).*

Please upload Social Security Card and Birth Certificate
Cancelof

I, {fullName}, confirm that all information I entered here is accurate and true.

I allow Currency Care Consulting LLC to capture my sensitive data like personal ID, government ID, Social Security Number (SSN), and other information.I understand providing false information may delay or deny my refund and could subject me to penalties.

I understand that Currency Care Consulting LLC is not responsible for IRS processing times, audit selections, or refund delays.

Preparation Fee Disclosure – I agree to pay the preparation fees as explained to me. Fees are for services rendered and are not contingent upon the amount of refund.

Refund Transfer (if applicable) – If I choose to have fees deducted from my refund, I authorize the preparer to facilitate this through the bank product provider.

Non-Refundable – I understand that all fees are non-refundable once services are rendered, regardless of refund outcome.

Additional Charges – I understand that additional fees may apply if I request amendments, additional forms, or audit support.

I agree that Currency Care Consulting LLC may contact them by phone, text, or email regarding their return, updates, or required documents.

I understand that I am responsible for notifying the Currency Care Consulting LLC of any changes in their situation (marital status, dependents, income, etc.) before filing.

I have read the terms and conditions and privacy policy.

By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Preferred Tax Preparer
Date*

MonthDayYear
Date
Taxpayer Signature*

Powered by Jotform SignClear
Spouse Signature

Powered by Jotform SignClear
Should be Empty:

2025-26 Tax Preparation New Client Intake Form

Taxpayer Information

Tax Information

Self-Employed Information

Income