Tax Preparation Client Intake Form

  • Tax Preparation Client Intake Form

  • WELCOME TO EAST TEXAS TAX PROFESSIONALS

    LETS GET YOU STARTED!

    Step 1: Complete This Form

    Share your basic information and upload the required documentation. 

     

    Step 2: We Process Your Data

    Once we receive this intake form along with your documents, our team will create your client profile and portal to begin processing your information.

     

    Step 3: Receive Your Estimate

    Next, We will review your information and determinate an estimate. When your estimate is ready we will email ir text you with  a link to our calendar for an interview. You will meet with a East Texas Tax Professional go over all the details of your return including your refund or liability estimate along with associated fees for processing. 

     

    Step 4: Secure Portal Access 

    Accept your estimate. Then you can expect to receive an invitation to our secure client portal. Here, you will upload privat information such as Social Security, cards, banking details, and any other required documents. This same portal you will be able to review, sign and download your completed tax documents once submitted.  

     

    Your privacy and security are our top priiorities and completing this form is the first step toward a smooth, secure tax preparation process. If you have additional questions please feel free to ask the floating assistant or reach out to our office directly. 

    Thank you for choosing East Texas Tax Professionals 

  • I am a
  • Which Services Can We Help You With?
  • Filing Status
    • Taxpayer Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • I prefer to be contacted via
    • Are you a full-time student?
    • Are you totally and permanently disabled?
    • Are you filling with a spouse?
    • Spouse Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Does anyone who will be listed on this return have an ITIN or Lack a Social Security Number
    • Do you or anyone in your household receive any type of assistance for food, housing, or bills from another person, state, federal or charitable?
    • Did you or anyone in your household have Market Place Health Insurance?
    • Did you or a household member attend a university, community college, or career scholarship and have a form 1098-T for eligible expenses?
    • Which if any of the following applied to you or your spouse? (Check all that apply)

    • Attach supporting documents related to the above tax details such as W2's, 1099's, 1099-NEC, 1098-E Student loan, Titles, charitable contributions, etc....

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    • Attach DL & Social Security Cards for all below

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    • Dependents 
    • Rows
    • Tax Related Questions 
    • Employment Status
    • Please select what state return are you requesting?
    • Do you have any expenses for child care?
    • Do you have your own home?
    • Do you have documents that shows you paid for property taxes?
    • Do you have mortgage interest?
    • Did you receive a federal tax last year?
    • Are you a victim of identity theft?
    • Is there any additional information that you need to share with us?
    • If you are due a refund how would you like to receive it?
    • If you are due a refund, would you like to apply for a Refurnd Advanced? (Available Jan 2nd-March 15th)
    • Expenses 

    • Please fill-up the information within the current year only.

    • Rows
    • Acknowledgment & Signature 
      • I confirmed that all information I entered here is accurate and true.

      • I allow East Texas Tax Professionals to capture my sensitive data like personal id, government id, and other information.

      • I have read the terms and conditions and privacy policy of East Texas Tax Professionals.

      • By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
      • By signing below it allows East Texas Tax Professionals to process my Tax Return in my behave
    • Date Signed
       - -
    • Date Signed
       - -
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    • Should be Empty: