Client Intake Form
Hello, thank you for considering me as your tax preparer! Please fill out the form and upload your documents to begin the filing process. I will reach out to you with your numbers before sending you your documents for review and signature. Maximize your refund and minimize your stress with In & Out Tax Service!
Taxpayer’s Name
*
First Name
Last Name
Social Security Number
*
Date of birth
*
-
Month
-
Day
Year
Date
Occupation
*
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Spouse Information
First Name
Last Name
Social Security Number
Date Of birth
-
Month
-
Day
Year
Date
Address You Want to Use on Return
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Filing Status
*
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow
Dependent #1
First Name
Last Name
Social Security Number
Date of birth
-
Month
-
Day
Year
Date
Relationship
Please Select
Daughter
Son
Stepchild
Niece
Nephew
Grandparent
Uncle
Aunt
Dependent #2
First Name
Last Name
Social Security Number
Date of birth
-
Month
-
Day
Year
Date
Relationship
Please Select
Daughter
Son
Stepchild
Niece
Nephew
Grandparent
Uncle
Aunt
Dependent #3
First Name
Last Name
Social Security Number
Date of birth
-
Month
-
Day
Year
Date
Relationship
Please Select
Daughter
Son
Stepchild
Niece
Nephew
Grandparent
Uncle
Aunt
Dependent #4
First Name
Last Name
Social Security Number
Date of birth
-
Month
-
Day
Year
Date
Relationship
Please Select
Daughter
Son
Stepchild
Niece
Nephew
Grandparent
Uncle
Aunt
Dependent #5
First Name
Last Name
Social Security Number
Date of birth
-
Month
-
Day
Year
Date
Relationship
Please Select
Daughter
Son
Stepchild
Niece
Nephew
Grandparent
Uncle
Aunt
Did you pay someone to watch your child(ren)?
*
YES
NO
Did you collect social security or retirement income?
*
YES
NO
Did you purchase health insurance through healthcare.gov marketplace (Obama Care)?
*
YES
NO
If yes, did you receive a 1095-A Form from the Marketplace?
*
YES
NO
Were you ever disallowed the E.I.T.C prior to this year?
*
YES
NO
Did you make college tuition payment and received a 1098-T Form?
*
YES
NO
Do you have any other income other than your W2(s)?
*
YES
NO
Are you delinquent in any of the following?
*
Child Support
Alimony
Student Loans
Back Taxes
State Taxes
None of the above
Did you file 2024 taxes?
*
YES
NO
Did you successfully receive your 2024 taxes?
*
YES
NO
Who Referred you?
How would you like to receive your refund?
*
Refund Transfer Direct Deposit
File Upload
*
Browse Files
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Choose a file
Valid photo identification
Cancel
of
File Upload
*
Browse Files
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Choose a file
Taxpayer Social Security Card
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of
File Upload
Browse Files
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Dependent Social Security Card
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of
File Upload
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Dependent Social Security Card
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of
File Upload
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Dependent Social Security Card
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of
File Upload
Browse Files
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Choose a file
Dependent Social Security Card
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of
File Upload
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Dependent Social Security Card
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of
File Upload
Browse Files
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Choose a file
W2(s)
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of
File Upload
Browse Files
Drag and drop files here
Choose a file
1099(s)
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of
Bank Name:
Type a label
*
Routing Number:
Type a label
*
Account Number:
Type a label
*
Signature understanding and agreeing to the terms below
*
You understand and agree to the terms below
Submit
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