2025-2026 Bouji Tax Services Client Intake Form_Fillable Logo
  • CLIENT INTAKE FORM (CIF)

  • Personal Information

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  • Residence Information

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  • Dependent/s Information

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  • Please tell us about the previous year. (Check all that apply)
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  • Adjustments to Income/Credits

  • ADJUSTMENTS

  • CHILD CARE EXPENSE CREDITS

  • HIGHER EDUCATION CREDITS

  • Please submit Form 1098-T if you or anyone in your household was enrolled in an institute of higher learning during the tax year.
  • AFFORDABLE CARE ACT PREMIUM TAX CREDIT

  • All required information will be listed on Form 1095-A provided by the Health Insurance Marketplace.
  • ADOPTION CRE DIT: (Please Provide Name, SS#, DOB in Dependents Section)

  • Rental Income/Expense Sheet

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