Tax Intake Form

Tax Intake Form

To help us prepare and file your federal and/or state tax return, please complete this onboarding and tax organizer. If a question doesn’t apply, you can skip it or mark it “N/A.” All information you provide is kept completely confidential.
Tax Preparation Checklist
To ensure we accurately prepare your tax return, please gather and provide the following documents where applicable: Personal Information - Social Security cards (or ITIN) for you, spouse, and dependents - Valid photo ID (driver’s license or passport) - Prior-year tax return (if prepared by another firm) - Bank account info for direct deposit of refunds Income Documents - W-2s from all employers - 1099 forms (NEC, MISC, INT, DIV, R, G, K, SSA) - K-1s from partnerships or S-corps - Income from rental properties, business, or self-employment - Other income (gambling winnings, unemployment, scholarships, etc.) Deductions & Credits - Childcare expenses & provider info - Education expenses (1098-T, 1098-E) - Charitable contributions (receipts) - Mortgage interest statements (1098) - Property tax records - Medical and dental expenses - Retirement contributions (IRA, 401k, etc.) - Health insurance forms (1095-A/B/C) Other Items - Any IRS or state tax notices received - Proof of estimated tax payments made - Business expense documentation, mileage logs, and receipts
Tax Return Preparation
Creative Accounting Services prepares your federal and/or state tax return based on the information you provide. We assume all information supplied is accurate and complete. If your return is audited or questioned by the IRS or state tax authority, you, the taxpayer, are responsible for verifying the reported items and providing supporting documentation as requested.
Taxpayer’s Responsibility
As the taxpayer, you are responsible for: - Providing accurate, complete, and timely information and documentation needed to prepare your tax return. - Reviewing your completed tax return before signing or filing. - Maintaining copies of your tax records and documents for at least 3–7 years as required by law. - Reporting any changes or corrections if you discover errors after submission. - Responding to IRS or state inquiries promptly if an audit or notice occurs.
Tax Year for Filing
Filing Status
Eligibility for Head of Household (HOH) Credit
To qualify for the Head of Household filing status, you must be unmarried or considered unmarried on the last day of the year, have paid more than half the cost of keeping up a home for the year, and have a qualifying person living with you for more than half the year.
Full Legal Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Social Security Number
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Residential Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Preferred Contact Method
Have you previously used Creative Accounting services?
W-2, 1099, Income Documents

Cancelof
Upload Last Year's Tax Return (if applicable)

Cancelof
Upload Photo ID

Cancelof
Social Security Cards

Cancelof
Upload Spouse's ID (if applicable)

Cancelof
Proof of Address (optional)

Cancelof
Dependents Information

List all dependents you will be claiming on your tax return. If you don’t have any, enter 0 in this section.
Number of Dependents
Dependents Details
Upload Dependent Documents

Cancelof
Please select all forms of income that you will be reporting:
If Other Income, please describe
Deductions & Adjustments

Please provide all documents.
Itemized Deductions
If Other Itemized Deductions, please describe
Adjustments to Income
Are you claiming a niece, nephew, grandchild, or other relative who is not your own child, and you are providing 50% or more of their support/expenses?
If requested by the IRS, do you have documents to claim any of the following credits or filing status? Child Tax Credit (CTC), Earned Income Tax Credit (EITC), Head of Household (HOH)
Upload Receipts (optional)

Cancelof
Schedule C – Independent Contractor / 1099 Income

Please provide details about your business income and expenses. Fill in all amounts where applicable. This information will be used to complete Schedule C for your 1099 income.
Business Name
EIN / Tax ID
Business Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Gross Receipts / Sales
Business Expenses

Select all that apply and enter the total amount spent in 2025 for each.
Advertising / Marketing
Car & Truck Expenses (mileage or actual)
Commissions & Fees
Contract Labor
Depreciation
Employee Benefits / Salaries & Wages
Insurance (other than health)
Interest (Mortgage / Other)
Legal & Professional Services
Office Expenses
Rent / Lease (Business Property)
Repairs & Maintenance
Supplies
Taxes & Licenses
Travel / Meals / Entertainment
Utilities
Other Expenses (Short Text for description + Number Field for amount)
Optional JotForm Logic:

Show the Amount Field only if the checkbox is selected.
Allow multiple entries for “Other Expenses” if needed.
Advertising / Marketing
Travel
Entertainment
Rent/Lease
Meals
Supplies
Taxes
Contract Labor
Licenses
Employee Benefits / Salaries & Wages
Insurance (other than health)
Interest (Mortgage / Other)
Office Legal & Professional Services
Office Expenses
Repairs & Maintenance
Utilities
Vehicle mileage
Other Expenses
Bank Statements, Receipts, Summary of Income, Expense Log

Cancelof
Additional Documents

Cancelof
How would you like to receive your tax refund?
Direct Deposit Form

Cancelof
Client Consent & Payment Authorization Section
Thank you for choosing Creative Accounting Services. We value our relationship and are committed to providing accurate and professional tax preparation services.

Your tax return is prepared based on the information you provide. You are responsible for reviewing all information on your tax return before signing and approving it for filing.

If your federal or state refund is delayed, reduced, or intercepted for past-due obligations — including but not limited to child support, student loans, federal/state debts, unemployment debts, taxes owed, or any Treasury Offset Program collection — you remain fully responsible for payment of all tax preparation fees.

In the event of an intercepted or partially reduced refund, an invoice will be issued and must be paid within 30 days.

Treasury Offset Notice
The U.S. Treasury Offset Program may reduce or withhold part or all of your refund to satisfy outstanding government-related debts.

If this occurs, Creative Accounting Services will not be notified of the reason for your offset. You may contact the Treasury Offset Program directly at (800) 304-3107 for additional information.
Payment & Billing Authorization Agreement
I understand that if my refund is delayed, denied, or intercepted, I am still responsible for all tax preparation fees and agree to remit payment within 30 days of invoice. I authorize Creative Accounting Services to bill my debit card or bank account only in the event my tax refund is rejected or not released by the IRS or State Department of Revenue.
I authorize Creative Accounting Services to initiate a one-time ACH debit to the bank account listed above only if my tax refund is not approved or released. I understand this authorization will remain in effect until the balance is paid in full. I may request a copy of this authorization at any time.
Final Consent & Signature

By signing below, I confirm that I have reviewed all information provided, understand my responsibilities as a taxpayer, and authorize Creative Accounting Services to prepare my return. I acknowledge that all information provided is true, correct, and complete to the best of my knowledge.
Taxpayer Name

First NameLast Name
Signature
Date of Signature

MonthDayYear
Date
Spouse Name

First NameLast Name
Spouse Signature
Date of Signature

MonthDayYear
Date
I consent to be contacted for follow-up and clarifications.
Should be Empty:

Tax Intake Form

Dependents Information

Deductions & Adjustments

Schedule C – Independent Contractor / 1099 Income

Business Expenses

Client Consent & Payment Authorization Section

Payment & Billing Authorization Agreement

Final Consent & Signature