Comel Tax Services Client Intake Form

COMEL TAX SERVICE

3708 MCHARD RD STE B, MISSOURI CITY, TX 77489 PLEASE DO NOT FORGET TO UPLOAD A DRIVERS LICENSE OR ID FOR THE TAXPAYER AND TWO FORMS OF ID FOR EACH DEPENDENT. ACCEPTABLE FORMS OF ID ARE SOCIAL SECURITY CARD, BIRTH CERTIFICATE, MEDICAL RECORD, SCHOOL RECORD, SHOT RECORD, LAST YEAR TAX RETURN (DEPENDENT MUST BE FILED ON THE RETURN), AND LEASE AGREEMENT
Full Name

First NameLast Name
Full Name of Spouse

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
E-mail
example@example.com
Spouse's Email Address
example@example.com
Date of Birth
Who referred you?
Filing Status
Social Security Number
Spouse's Social Security Number
Phone Number
Spouses Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Check All that Applies
Are you a recipient of Obama Care or did you purchase Medical Insurance from the federal marketplace? If so, please provide form 1095A in the upload section at the bottom of this application:
How many dependents?
Dependent 1 Name
Relationship with dependent (daughter, son, sister, brother)
Dependent 1 Social Security Number
Sex of Dependent
Dependents Date of Birth:
Is the child disabled?
Do you provide more than 50% support?
Has the dependent lived with you at lease half of the year?
Dependent 2 Name:
Relationship with Dependent 2: (daughter, son, sister, brother)
Dependent 2 Social Security Number
Dependent 2 Date of Birth:
Sex of Dependent
Is the child disabled?
Do you provide more than 50% support?
Has the dependent lived with you at least half of the year?
Dependent 3 Name
Relationship with Dependent 3 (daughter, son, sister, brother)
Dependent 3 Social Security Number
Dependent 3 Date of Birth:
Do you provide more than 50% support?
Sex of Dependent (male or female)
Has the dependent lived with you at least half of the year?
Phone Number
Format: (000) 000-0000.
Did you pay any child care expenses last year?
How much did you pay in child care expenses?
Please provide the name, address, and social security number or EIN # of your Childcare provider
Occupation/Title
Do you receive Social security benefits? If you do, we want to ensure that you stay within the income guidelines to continue receiving your benefits.
Type a question
AGI (Total Wages/Earned Income (Box 1 on W2)
Federal Withheld (Box 2 on W2)
Do you have business income or any other source of income? If yes, please indicate what type of business you have in the line below.
Add documents for Additional business expenses

Cancelof
Gross Amount of Annual Business Income Collected in 2025 Tax Year
Please select documents you have provided for proof of loss/profit for business/self employment
Do you want a cash advance?
How would you like to collect your Refund?
Bank Name
Would you like your refund deposited into your checking or savings account?
Direct Deposit Routing #: (Required if Direct Deposit was selected, please double check information)
Direct Deposit Account# (Required if Direct Deposit was selected, please double check information)
UPLOAD DRIVERS LICENSE OR STATE ID

Cancelof
UPLOAD DEPENDENT'S FORM OF ID - SOCIAL SECURITY CARD, BIRTH CERTIFICATE, SCHOOL RECORD, OR MEDICAL RECORD

Cancelof
UPLOAD W2'S

Cancelof
The signature below confirms that all information provided is true and accurate. The data has been filled out by me; without any assistance from my tax preparer.
Should be Empty:

COMEL TAX SERVICE