Soza Tax Services Client Interview Form

Soza Tax Services Client Interview Form

Soza Tax Services Client Interview Form

Please review each section and check every box that applies to you. Your answers help us understand your unique tax situation, identify the forms we need (such as W-2s, 1099s, or deductions), and ensure your return is filed accurately and efficiently. The more complete your answers, the faster we can prepare your taxes and maximize your refund while staying compliant with IRS requirements. Remember, you are responsible for the information on your return.
- Please indicate if any of these statements are true.
- Taxpayer Name
  
  First NameLast Name
- Taxpayer Social Security Number or Individual Taxpayer Indetification Number
- Taxpayer's Date of Birth
  
  MonthDayYear
  Date
- Taxpayer's Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Taxpayer's Email
  example@example.com
- Taxpayer's Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Did your address change this year?
- If yes, when did you move and what was your prior address?
- Marital Status
- Did your marital status change this past year?
- If yes, explain: (ex: I was married, I was divorced, etc.)
- I have a spouse who will be included on my tax return.
- Can anyone else claim you or your spouse (if applicable) on their tax return?
- Check if you were, in 2025:
- If due a refund, how would you like your refund?
- If you have a balance due, how would you like to make your payment?
- Would you like to receive written commubnications from the IRS in a language other then English?
- If "yes", which language?
- Would you, or your spouse if married filing jointly, like $3 to go to the Presidential Election Campaign Fund?
- As of December 31, 2025, what was your marital status?
- I will be claiming dependents on my tax return:
- Dates of Divorce or Separation Decrees (if applicable)
- If married, were you married on the last day of the year?
- If married, did you and your spouse live apart all of the last 6 months of the year?
- Check if your spouse was, in 2025:
- Taxpayer's Spouse Name
  
  First NameLast Name
- Taxpayer's Spouse Social Security Number or Individual Taxpayer Indetification Number
- Taxpayer's Spouse Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Taxpayer's Spouse Email
  example@example.com
- Taxpayer's Spouse Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- List the names below of everyone who lived with you last year (not including your spouse) AND anyone you supported but did NOT live with you last year.
- Did you provide a home for or help support anyone else, not listed above?
- If requested by the IRS, do you have documentation (receipts/records/etc) to substantiate your eligibility for any applicable credits and/or head of household filing status?
- I had the following type(s) of income for this tax year (last year):
  
  Other
- If you selected "Other" in the Employment & Income section, or your selection requires further explaination, please indicate any other employment you received during the tax year.
- Please indicate below if you are an owner or have of any of the following:
- Indicate if you paid any of the following expenses to itemize in 2025:
- Please indicate below if you paid into any of the following during the tax year:
- Did any of the following happen during 2025?
- If you indicated "Other" in the Expenses and Tax Related Eventsesection, explain your unique situation below.
- Indicate below if any of the following options are relevant to you:
- By signing and submitting this intake form, I First Name* Last Name* certify that I have reviewed all information provided and that, to the best of my knowledge and belief, the information contained in this form and any supporting documentation is true, correct, and complete. I understand that this information will be used to prepare my federal, state, and/or local tax returns.
  
  I acknowledge that I am responsible for the accuracy of the information I provide and that providing incomplete or inaccurate information may result in errors on my tax return, penalties, interest, or other consequences imposed by taxing authorities.
  I further certify, under penalties of perjury, that I have answered all questions in this intake form truthfully and to the best of my ability.
  
  I authorize Soza Tax Services to collect, receive, use, and retain my personal, financial, and tax-related information and records for the purpose of providing tax preparation, filing, and related services. I understand that my information will be stored securely and maintained in accordance with applicable federal and state privacy and data protection laws.
  
  I understand that this authorization remains in effect for the duration necessary to complete the requested services and to comply with applicable record retention requirements.
- Signature
- Client Safety Notice
  
  All information collected in this form is encrypted to ensure client privacy and protection and follows IRS Standards for Compliance.
- File Upload
  
  Please upload relevant documentation (Identification Information, Social Security cards, W2s, 1099s, etc. If anything is missing, we will review and reach out to securely collect documentation.
  Cancelof
- Should be Empty: