Tax Intake Form

Tax Intake Form

Client Intake Form

Hello, thank you for considering me as your tax professional! Please fill out the form and upload your documents to begin the filing process. I will reach out to you with your numbers before sending you your documents for review and signature. Dream Tax Solutions!
Taxpayer’s Name

First NameLast Name
Social Security Number
Date of birth

MonthDayYear
Date
Occupation
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Spouse Information

First NameLast Name
Social Security Number
Date Of birth

MonthDayYear
Date
Address You Want to Use on Return

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you want to apply for an advance?
Filing Status
Dependent #1

First NameLast Name
Social Security Number
Date of birth

MonthDayYear
Date
Relationship
Dependent #2

First NameLast Name
Social Security Number
Date of birth

MonthDayYear
Date
Relationship
Dependent #3

First NameLast Name
Social Security Number
Date of birth

MonthDayYear
Date
Relationship
Dependent #4

First NameLast Name
Social Security Number
Date of birth

MonthDayYear
Date
Relationship
Dependent #5

First NameLast Name
Social Security Number
Date of birth

MonthDayYear
Date
Relationship
Did you pay someone to watch your child(ren)?
Did you collect social security or retirement income?
Did you purchase health insurance through healthcare.gov marketplace (Obama Care)?
If yes, did you receive a 1095-A Form from the Marketplace?
Were you ever disallowed the E.I.T.C prior to this year?
Did you make college tuition payment and received a 1098-T Form?
Do you have any other income other than your W2(s)?
Are you delinquent in any of the following?
Did you file 2024 taxes?
Did you successfully receive your 2024 taxes?
How would you like to receive your refund?
File Upload

Valid photo identification
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File Upload

Taxpayer Social Security Card
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File Upload

Dependent Social Security Card
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File Upload

Dependent Social Security Card
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File Upload

Dependent Social Security Card
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File Upload

Dependent Social Security Card
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File Upload

Dependent Social Security Card
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File Upload

W2(s)
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File Upload

1099(s)
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Bank Name:   Type a label*
Routing Number:   Type a label*
Account Number:   Type a label*
Signature understanding and agreeing to the terms below

You understand and agree to the terms below
I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing Dream Tax Solutions LLC to prepare my taxes based on the information I provided. I understand that I am financially responsible for any outstanding balance due to any false information given. If there is a balance due, I must pay the tax preparation fee upfront. If for any reason I owe an entity and they take the entire refund, I am STILL responsible to pay the tax preparation fee for services rendered. If for any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $300 is required! Please view your tax return, which is emailed to you (it is sent prior to submission). Any copy after the first copy is a fee of $20.00. ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable. NO EXCEPTIONS TO THIS!! Please utilize www.irs.gov for all federal refund tracking.

Please utilize your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal, and state taxes are state when tracking your status. Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions. For any direct assistance please email dreamtaxsolutions.tonerical@outlook.com or the IRS for all updates at 800-829-1040.
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