2026 PRIORITY TAX CLIENT INTAKE FORM
  • ⭐️⭐️⭐️⭐️⭐️ 2026 Priority TAX CLIENT Intake Form

    ⭐️⭐️⭐️⭐️⭐️ 2026 Priority TAX CLIENT Intake Form

    Hi, I’m LaTisha, your dedicated Financial Strategist & a highly trained Tax Professional Partnered with TNJ Tax Solutions. My work focuses on helping everyday families make smarter money moves through tax planning, credit education, and long-term financial strategy. When it comes to taxes, my PRIORITY is SIMPLE: ACCURATE filings, MAXIMUM credits, & stress-free service. I guide clients through their entire tax process with clarity and confidence while making sure every legal deduction, credit, and opportunity is identified. Whether you’re a first-time filer, self-employed, a returning client, or navigating major life changes you’re in the right place.For questions or support, you can always reach me at 205-492-9499. Please complete the form below to RESERVE YOUR PRIORITY spot for the 2026 tax season.

  • Start Here: Client & Filing Details

  • CLIENT STATUS
  • Where you previously issued an Identity Protection Pin (IP PIN) By the IRS?*
  • Do you have insurance through the Affordable Care Act (The Marketplace), Current Employer Or State?*
  • If Answered "Yes" please list which insurance coverage type below.
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  • FILING STATUS (If married the spouse sections that applies to you MUST BE completed.)*
    • Section A - Married Filing Jointly (Full Spouse Info) 
    • Spouse's Date of Birth
       - -
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    • Format: (000) 000-0000.
    • Where your spouse previously issued an Identity Protection Pin (IP PIN) By the IRS?
    • Do your spouse have insurance through the Affordable Care Act (The Marketplace), Current Employer Or State?
    • If Answered "Yes" please list which insurance coverage type below.
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    • Section B - Married Filing Separately (Minimal Spouse Info) 
    • Spouse's Date of Birth
       - -
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  • Taxpayer's General Information

  • Taxpayer's Date of Birth*
     - -
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  • Format: (000) 000-0000.
  • Can someone claim you as a dependent?*
  • Last Year, You Were: (Select all that apply)
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  • As of December 31st What is/was your marital status?*
  • Will you be claiming dependent(s) ?*

  • Dependent(s)

    List anyone you supported in 2025 (children, parents, relatives). Include ALL dependents you lived with or financially supported, even if part-time.
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  • Are you Self- Employed
  • Income Verification. Check apply that apply that you’ll be filing as.*
  • Did you make charitable contributions during the year?
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  • Do you have any federal debt? (please answer truthfully this can affect your refund)
  • Select all that apply:

  • SELF EMPLOYED

    Self-Employment Information: [Complete ONLY if you had 1099 (independent contractor) or business income (side hustles) in 2025]
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  • Would you like to apply for an Advance Loan? (Subject to bank approval)
  • Would you like to apply for a refund transfer? (Get paid up to 5 days faster.) This option i not available if you wish to receive a check).

  • Acknowledgment

    If your refund is offset by the IRS, student loans, child support or any other entity or is mailed to you, you are still obligated to pay our company the fees associated with filing your tax return. By signing this agreement , you acknowledge that if payment is not made in full within 30 days legal actions will be sought to resolve payment.
  • How would you like your refund disbursed if receiving on?
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  • How did you hear about us ?*
  • Date
     - -

  • Thank you for completing your intake form.

    Please ensure all uploaded documents are clear and accurate. Allow up to 24-48 hours for TNJ Tax Solutions professionals to review your information. If additional verification is needed, we will contact you.

    Business Hours: 

    Monday - Friday: 6am- 6pm

    Saturday & Sunday: 11am-5pm

     

    Phone: +1 (205)-492-9499

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