VIP TAX CLIENT INTAKE FORM
Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Do you have invoices or receipts? If not that’s okay WE GOT YOU!
Please Select
Yes
No
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CURRENT ADDRESS
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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Next
UPLOAD TAX PAYER AND DEPENDENT SOCIAL SECURITY CARDS HERE:
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
UPLOAD ALL DEPENDENTS' BIRTH CERTIFICATES
*
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Choose a file
Cancel
of
UPLOAD STATE ID , DRIVERS LICENSE OR PASSPORT HERE:
*
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of
UPLOAD W2/W2G HERE:
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of
UPLOAD 1099 NEC/ 1099'S
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of
TAX PAYER IP PIN( ISSUED FROM IRS YEARLY)
Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Signature- You agree to be contacted when a spot is available for tax filing assistance.
BOOK YOUR APPOINTMENT (NOTE: PLEASE ALLOW 24HOURS PROCESSING TIME FOR A DETAILED QUOTE.
Submit
Submit
Should be Empty: