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.

Taxpayer Spouse Information
Check if your spouse was, in 2025:

A U.S. CitizenNot a U.S. CitizenIn the U.S. on a visaA full-time studentLegaly blindTotally and permanently disabledIssued an identity protection PIN (IPPIN)Owner or holder of any digital assets
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.
Taxpayer's Spouse Email
example@example.com
Taxpayer's Spouse Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Dependents Information
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.*

Taxpayers As Business Owners
Please indicate below if you are an owner or have of any of the following:

LLCSole proprietorEINBusiness bank statementBusiness expense logsBusiness mileage logsBusines inventory

Taxpayer IRS Letters or Issues
Indicate below if any of the following options are relevant to you:

I have received IRS letters regarding past years tax returnsI have prior-year unfiled returnsI need a payment plan for owed taxesI have refund offset issuesNone relevant to me

Final Review and Submission
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

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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.
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Soza Tax Services Client Interview Form

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