Client Intake Form
  • Client Intake Form

  • Format: (000) 000-0000.
  • Date of Birth*
     - -
  • Filing Status*
  • Did you receive Marketplace Health Insurance?*
  • Would you like to apply for the Cash advance loan? (Loans are not guaranteed and decisions are solely made by the bank)*
  • What tax preparer would you like to work with?*
  • Dependent Information

  • Did the dependent live with you for more than 6 months last year?
  • If over 17, did the dependent attend college?
  • Did the dependent live with you for more than 6 months last year?
  • If over 17, did the dependent attend college?
  • Did the dependent live with you for more than 6 months last year?
  • If over 17, did the dependent attend college?
  • Income information

  • Source of income*
  • Employer’s information

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  • Business Information

  • By signing this intake form, you agree to allow a tax preparer at All In Taxes to prepare and file your tax return. Your preparer will also provide a detailed breakdown of all fees that will be deducted from your refund. A copy of your completed and submitted tax return will be sent to your via email after filing and acceptance from the IRS.
    If you owe taxes to the IRS and choose to pay upfront, payment must be made before your return is processed. Once you agree to your refund amount and fees, an email will be sent to you to capture your electronic signature. As soon as your signature is received, your tax return will be processed the same day.

    I agree that all information provided is true and factual. I agree that I have uploaded all documents needed to process my tax return successfully. If anything is left out and an amendment is needed it will cost an additional $200. I understand that falsifying is against the law. I agree that upon completion of my tax return that if my return is intercepted and not paid I am responsible for all prep fees to be paid to be paid to my tax specialist.

  • Date*
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