Haven Tax Solutions Client Intake Form

  • Haven Tax Solutions Client Intake Form

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  • " Thank you for completing your Client Intake Form. Please review all information carefully before submitting. Missing or incorrect information may delay the processing of your tax return."

    • Taxpayer Information 
    • Filing Status*
    • How would you like to be contacted?*
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Employment Status*
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    • Are you a full-time student?
    • Are you totally and permanently disabled?
    • Are you legally blind?
    • Spouse Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Employment Status
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    • Are they a full-time student?
    • Are they totally and permanently disabled?
    • Are they legally blind?
    • Are they your dependent?
    • Dependents 
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    • Tax Related Questions 
    • What Year Are You Filing For?*
    • Are you interested in apply for the tax advance?*
    • Are you contributing to 401k or other pre-tax account?
    • Is this your first time opening a pre-tax account?
    • Does your dependents have tuition expenses?
    • Do you have any expenses for child care?
    • Do you have your own home?
    • Can another taxpayer claim you as a dependent on their tax return?*
    • Was the taxpayer affected by a natural disaster in 2025?
    • Have you ever had been disallowed for EITC/AOTC/CTC?ACTC?
    • Do you have documents that shows you paid for property taxes?
    • Did you sell any stock?
    • Did you take money from your 401K?
    • Do you have mortgage interest?
    • Do you have real estate tax?
    • Did you receive a federal tax last year?
    • Are you a victim of identity theft?
    • Do you have a IP PIN Number?*
    • Did anyone in your household attend college for the selected tax year?*
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    • Expenses 

    • Please fill-up the information within the current year only.

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    • Acknowledgment & Signature 
      • I confirmed that all information I entered here is accurate and true.

      • I allow Haven Tax Solutions LLC to capture my sensitive data like personal id, government id, and other information.

      • I have read the terms and conditions and privacy policy of Haven Tax Solutions LLC.

      • By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

    • "STOP! Make sure all required documents are upload. Incomplete intake forms will be voided. If your refund is offset (IRS, student loans, child support) or mailed, your are still responsible for all tax preparation fees. By signing, you agree that unpaid balances after 30 days may result in legal action."

    • " If you are receiving a refund, what method would you like it disbursed?*
    • Bank Account Type:*
    • Date Signed*
       - -
    • Date Signed
       - -

    • BEFORE YOU SUBMIT GO BACK AND REVIEW!!

      "Ensure all documents are current and valid. Returns with missing or invalid documents will be placed on hold and will not be e-filed until corrected"

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    • Thank you for choosing Haven Tax Solutions.We apprecite your business and are grateful for the opportunity to serve you.

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