Tax Preparation Client Intake Form

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

Upload the following documents below:

• Social Security Card or ITIN Letter for you, your spouse, and dependents
• Driver's License or State ID
• Birth Certificates for each dependent
• Income Statements: W-2, W-2G, 1099-R, etc.
• Interest & dividends statements from banks and brokerages, etc.
• Form 1098 from Mortgage Lender
• Copy of last year's tax return
• Amount paid for childcare and the childcare provider's tax ID
• January Consumer Energy Bill
• Property Tax Statement or YTD rent paid

Price to file a tax return is $250 per tax year!

• I confirmed that all information I entered here is accurate and true.
  
  
• I allow Martinez Financial to capture my sensitive data like personal ID, government ID, and other information.
  
  
• I have read the terms and conditions and privacy policy of Martinez Financial.
  
  
• By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.