2025-2026 Tax Client Intake Form
We appreciate you trusting Top Tier Taxes with your tax filing! To get started, please fill out the intake form with as much detail as you can. Please do not skip any sections unless they don't apply to you.
Full Name
First Name
Last Name
Social Security Number (SSN)
Verify Social Security Number (SSN)
Tax Payer Date of Birth
Filing Year
Please Select
2021
2022
2023
2024
2025
Tax Filing Status
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er)
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Occupation
Do you have an IP PIN? Please provide.
Select All That Apply
Are you a full time student?
Are you totally or permanently disabled?
Are you legally blind?
Did you file taxes last year?
If so did you receive a refund?
Upload Tax Payer ID
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Upload Tax SSN Card
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Please Type Dependent (1)
Dependent (1) Date of Birth
-
Month
-
Day
Year
Date
Dependent (1) Social Security Number
Dependent (1) Relationship to Taxpayer
Please Type Dependent (2)
Dependent (2) Date of Birth
-
Month
-
Day
Year
Date
Dependent (2) Relationship to Taxpayer
Please Type Dependent (3)
Dependent (3) Date of Birth
-
Month
-
Day
Year
Date
Dependent (3) Social Security Number
Dependent (3) Relationship to Taxpayer
Upload Birth Certificate for all dependents
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Upload Social Security Card for all dependents
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Select All That Apply
Did any dependents attend college?
Did any dependents work?
Can any dependents be claimed on someone else's taxes?
Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?
If anyone, Attended College Please Upload 1098-T Documents
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Do you have any expenses for child care?
Yes
No
Please Provide Day Care Provider Name
Day Care Provider EIN/Tax ID Number
Please Upload Day Care Invoice
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Do you own your home?
Yes
No
Do you have documents that show you paid for property taxes? If so upload documents showing you paid property tax
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Select All That Apply
Did you sell stocks?
Did you take out any of your 401k?
Do you have mortgage interest?
Did you receive any W2's?
Yes
No
Please Upload w2's 1099-R, 1099-INT any other income or Any Other Supporting Documents
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Upload your UTILITY BILL, BANK STATEMENTS, LEASE AGREEMENT, MEDICAL RECORDS, SCHOOL RECORDS, anything to verify proof of address.
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Please Provide Bank Information: Bank Name
Please Provide Bank Information: Routing Number
Please Provide Bank Information: Account Number
Security Question: Mother's Maiden Name?
Self Employment
Business Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
EIN
Business Type
Total Business Wages
Upload Any 1099's and Other Business Income Documents
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Business Expenses
Upload Profit & Loss Statement
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Upload Any General Expenses for Itemizing Deductions
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Itemized Deductions And Any Additional Documents
By signing this form, I acknowledge and confirm the following:Accuracy of Information: I have provided accurate, complete, and truthful information to the best of my knowledge. I understand that it is my responsibility to ensure the accuracy of the details I have provided in this form and any supporting documents.Tax Preparation Services: I understand that the tax preparation services being provided by Top Tier Taxes are for the purpose of assisting me in preparing and filing my federal, state, and local tax returns. I agree to cooperate fully with the tax preparer and provide all necessary documentation.Tax Liability: I understand that it is my responsibility to pay any taxes owed to the IRS or state taxing authorities. I acknowledge that the tax preparer cannot guarantee any specific tax outcomes or refunds.Electronic Filing: I consent to the electronic filing of my tax return, if applicable, and understand that I will receive an electronic copy of my tax return and supporting documents.Fees and Payments: I acknowledge that I am responsible for paying any agreed-upon fees for tax preparation services, which may include preparation fees, filing fees, and other charges associated with the preparation of my tax return.IRS Communication: I authorize Top Tier Taxes to communicate with the IRS or state tax authorities on my behalf regarding the preparation and submission of my tax return, if necessary.Retention of Documents: I understand that my tax documents may be retained for the duration required by law and that I can request copies of my tax return or any related documents at any time.
Date of Filing
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Month
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Day
Year
Date
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