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  • YEAR(S) OF TAX PREPARATION*
  • ARE YOU A NEW OR RETURNING CLIENT?*
  • DID YOU FILE A TAX RETURN LAST YEAR?*
  • CAN ANOTHER TAXPAYER CLAIM YOU AS A DEPENDENT ON THEIR TAX RETURN?*
  • DO YOU CURRENTLY HAVE A BALANCE DUE WITH THE IRS?*
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  • WHAT IS YOUR HOUSING STATUS?*
  • WHAT IS YOUR MARITAL STATUS?*
  • DO YOU RECEIVE GOVERNMENT ASSISTANCE? (SNAP, MEDICAID, TANF, SECTION 8, ETC.)*
  • DO YOU RECEIVE SOCIAL SECURITY BENEFITS OR DISABILITY INCOME?*
  • DO YOU HAVE ANY STUDENT LOAN DEBT?*
  • ARE YOU CURRENTLY REQUIRED TO PAY CHILD SUPPORT?*
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  • DATE OF BIRTH*
     - -
  • Format: (000) 000-0000.

  • SPOUSE

    PLEASE PROVIDE YOUR SPOUSE'S INFORMATION IF YOU ARE LEGALLY MARRIED OR PRESUMED MARRIED BY THE COMMON LAW STATUTE IN THE STATE YOU RESIDE IN
  • DATE OF BIRTH*
     - -
  • Format: (000) 000-0000.
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  • DATE OF BIRTH*
     - -
  • DO YOU PROVIDE 50% OR MORE OF THE CARE AND SUPPORT FOR THIS DEPENDENT?*
  • IS THE DEPENDENT A COLLEGE STUDENT?*
  • IS THE DEPENDENT DISABLED?*
  • DOES THE DEPENDENT LIVE WITH YOU IN YOUR HOME?*
  • DATE OF BIRTH*
     - -
  • DO YOU PROVIDE 50% OR MORE OF THE CARE AND SUPPORT FOR THIS DEPENDENT?*
  • IS THE DEPENDENT A COLLEGE STUDENT?*
  • IS THE DEPENDENT DISABLED?*
  • DOES THE DEPENDENT LIVE WITH YOU IN YOUR HOME?*
  • DATE OF BIRTH*
     - -
  • DO YOU PROVIDE 50% OR MORE OF THE CARE AND SUPPORT FOR THIS DEPENDENT?*
  • IS THE DEPENDENT A COLLEGE STUDENT?*
  • IS THE DEPENDENT DISABLED?*
  • DOES THE DEPENDENT LIVE WITH YOU IN YOUR HOME?*
  • DATE OF BIRTH*
     - -
  • DO YOU PROVIDE 50% OR MORE OF THE CARE AND SUPPORT FOR THIS DEPENDENT?*
  • IS THE DEPENDENT A COLLEGE STUDENT?*
  • IS THE DEPENDENT DISABLED?*
  • DOES THE DEPENDENT LIVE WITH YOU IN YOUR HOME?*
  • DATE OF BIRTH*
     - -
  • DO YOU PROVIDE 50% OR MORE OF THE CARE AND SUPPORT FOR THIS DEPENDENT?*
  • IS THE DEPENDENT A COLLEGE STUDENT?*
  • IS THE DEPENDENT DISABLED?*
  • DOES THE DEPENDENT LIVE WITH YOU IN YOUR HOME?*
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  • DID YOU PAY CHILDCARE EXPENSES FOR A CHILD 3 OR YOUNGER WHILE YOU WORKED OR LOOKED FOR WORK?*
  • DID YOU OR YOUR DEPENDENT ATTEND COLLEGE OR PAY QUALIFIED EDUCATION EXPENSES?*
  • DID YOU PAY STUDENT LOAN INTEREST AND RECEIVE FORM 1098-E?*
  • DID YOU MAKE CHARITABLE DONATIONS OR PAY TITHES DURIG THE TAX YEAR?*
  • DID YOU HAVE ENOUGH ITEMIZED DEDUCTIONS TO CLAIM IN INSTEAD OF THE STANDARD DEDUCTION?*
  • DID YOU HAVE ELIGIBLE MEDICAL, DENTAL, OR VISION EXPENSES?*
  • DID YOU PURCHASE ENERGY EFFICIENT EQUIPMENT OR MAKE QUALIFIYING HOME ENERGY IMPROVEMENTS?*
  • DID YOU BUY OR SELL A HOME DURING THE TAX YEAR?*
  • DID YOU ADOPT A CHILD DURING THE TAX YEAR?*
  • DID YOU MOVE DUE TO MILITARY ORDERS?*
  • DID YOU PAY OR RECEIVE ALIMONY?*
  • DID YOU RECEIVE UNEMPLOYMENT BENEFITS OR REPAY UNEMPLOYMENT BENEFITS?*
  • DID YOU PAY ANY STATE OR LOCAL PROPERTY TAXES?*
  • DID YOU RECEIVE UNEMPLOYMENT OR PAY BACK ANY UNEMPLOYMENT OVERPAYMENTS?*
  • DID YOU PURCHASE A NEW VEHICLE IN 2026?*
  • IS THERE ANYTHING ELSE THAT MAY AFFECT YOUR TAX REURN THAT WAS NOT COVERED ABOVE?*
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  • DID YOU ATTEND COLLEGE OR TECHNICAL SCHOOL?*
  • HAVE YOU CLAIMED THE AMERICAN OPPORTUNITY EDUCATION CREDIT OR THE LIFETIME LEARNING CREDIT IN THE PAST?*
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  • REPORTED TO YOU ON FORM 1095-A, THIS TYPE OF COVERAGE IS ALSO COMMONLY KNOWN AS OBAMACARE, HEALTHCARE.GOV, OR A STATE MARKETPLACE. DID YOU, YOUR SPOUSE, OR A DEPENDENT HAVE INSURANCE UNDER THE AFFORDABLE CARE ACT?*
  • DID YOU PAY HEALTH INSURANCE PREMIUMS OUT OF POCKET DURING THE TAX YEAR?*
  • Rows
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  • DID YOU RECEIVE FORM 1098 (MORTGAGE INTEREST STATEMENT) FROM YOUR MORTGAGE LENDER?*

  • SOLAR POWER EXPENSES (PLEASE SKIP IF NOT APPLICABLE.)

    DID YOU PAY ANY SOLAR EXPENSES?
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  • Rows
  • Image field 227
  • DID YOU RECEIVE WAGES FROM A W-2 EMPLOYER AT ANY TIME DURING THE TAX YEAR YOU ARE FILING?*
  • DID YOU WORK OVERTIME?*
  • DID YOU RECEIVE ANY SELF-EMPLOYMENT OR CONTRACT INCOME DURING THE TAX YEAR? THIS INCLUDES 1099 INCOME, UBER, LYFT, INSTACART, DOORDASH, SPARK, FREELANCE WORK, GIG WORK, CONTRACTOR PAYMENTS, OR CASH PAYMENTS.*
  • WHAT TYPE OF BUSINESS DO YOU HAVE?*
  • DO YOU HAVE AN EIN?*
  • DID YOUR BUSINESS GENERATE INCOME DURING THIS TAX YEAR?*
  • DO YOU KEEP RECORDS OF YOUR BUSINESS EXPENSES?*
  • DO YOU HAVE BUSINESS INCOME DOCUMENTS TO UPLOAD? SELECT ALL THAT APPLY TO YOUR TAX SITUATION.*
  • DO YOU HAVE A SEPARATE BUSINESS BANK ACCOUNT?*
  • DID YOU USE A VEHICLE FOR BUSINESS DURING THE TAX YEAR?*
  • HOW DID YOUR BUSINESS RECEIVE PAYMENTS? (SELECT ALL THAT APPLY)*
  • Rows
  • Image field 235
  • HAVE YOU ALREADY RECEIVED A TAX REFUND ADVANCE FROM ANOTHER TAX PROFESSIONAL THIS FILING SEASON?*
  • HAS ANOTHER TAX PROFESSIONAL ALREADY FILED YOUR TAX RETURN FOR THIS TAX YEAR?*
  • WOULD YOU LIKE TO APPLY FOR A TAX BAE REFUND ADVANCE? (AVAILABLE JANUARY 2, 2027-MARCH 1, 2027, SUBJECT TO BANK APPROVAL)*
  • REFUND OPTIONS*

  • BY COMPLETING THIS INTAKE FORM, YOU CERTIFY THAT ALL INFORMATION PROVIDED IS TRUE, COMPLETE, AND ACCURATE TO THE BEST OF YOUR KNOWLEDGE. YOU AUTHORIZE TAX BAE ENTERPRISES TO PREPARE YOUR TAX RETURN. PRIOR TO ELECTRONIC FILING, YOU WILL RECEIVE A COMPLETE COPY OF YOUR TAX RETURN FOR REVIEW AND APPROVAL. YOUR RETURN WILL NOT BE FILED WITHOUT YOUR CONSENT.

    TAX BAE ENTERPRISES IS COMMITTED TO PREPARING ACCURATE AND COMPLIANT TAX RETURNS. WE WILL NOT PREPARE OR FILE RETURNS CONTAINING FALSE, FRAUDULENT, MISLEADING, OR INCOMPLETE INFORMATION AND RESERVE THE RIGHT TO DECLINE SERVICES IF NECESSARY.

    YOU UNDERSTAND THAT ONCE YOUR TAX RETURN HAS BEEN ELECTRONICALLY FILED WITH THE IRS OR APPLICABLE STATE TAX AGENCY, IT CANNOT BE REVERSED. YOU FURTHER AGREE THAT YOU ARE RESPONSIBLE FOR THE AGREED-UPON TAX PREPARATION FEES, EVEN IF YOUR REFUND IS REDUCED, DELAYED, OR INTERCEPTED FOR ANY REASON.

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