Tax Client Intake Form

Tax Client Intake Form

Form to collect comprehensive information from tax clients for preparation and processing.
Full Name*

First NameLast Name
Date of Birth*

MonthDayYear
Date
Email Address*
example@example.com
Phone Number
Please enter a valid phone number.
Mailing Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Filing Status*

SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er)
Number of Dependents
Sources of Income*

EmploymentSelf-EmploymentInvestmentsRental IncomeOther
Upload Tax Documents*

Cancelof
Consent to Process Personal Information*
Authorization to Share Information with Tax Authorities

YesNo
Should be Empty: