Client Intake Form

Client Intake Form

Before you start please have a copy of your ID and the tax documents you would like to upload ready.
Tax Year
Select One
TAXPAYER INFORMATION
Taxpayer Name

First and Middle NameLast Name
Taxpayer Social Security Number
Taxpayer Date of Birth
Taxpayer Phone Number
Taxpayer Email
Do TAXPAYER have an IRS IP PIN?(If Yes, Please enter below)
Are You Filing With A Spouse?
SPOUSE INFORMATION
Spouse Name

First and Middle NameLast Name
Spouse Social Security Number
Spouse Date of Birth
Spouse Phone Number
Spouse Email
Do SPOUSE have an IRS IP PIN?(If Yes, Please enter below)
Address (Current Address)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Are You Filing Dependents?
DEPENDENT INFORMATION

Please list only dependents who lived with you for over six months in the tax year, excluding yourself and your spouse.
Dependent 1

First and Middle NameLast Name
Dependent SSN
Dependent Date of Birth
Select Relationship To You
Do dependent have an IRS IP PIN?(If Yes, Please enter below)
Did Your Dependent Live With You More Than Half The Year?
Dependent 2

First and Middle NameLast Name
Dependent SSN
Dependent Date of Birth
Select Relationship To You
Do dependent have an IRS IP PIN?(If Yes, Please enter below)
Did Your Dependent Live With You More Than Half The Year?
Dependent 3

First NameLast Name
Dependent SSN
Dependent Date of Birth
Select Relationship To You
Do dependent have an IRS IP PIN?(If Yes, Please enter below)
Did Your Dependent Live With You More Than Half The Year?
Dependent 4

First and Middle NameLast Name
Dependent SSN
Dependent Date of Birth
Select Relationship To You
Do dependent have an IRS IP PIN?(If Yes, Please enter below)
Did Your Dependent Live With You More Than Half The Year?
Should you have more than four dependents, please include their details in the ADDITIONAL INFORMATION SECTION.
DIRECT DEPOSIT INFORMATION

PLEASE PUT BANK ACCOUNT AND ROUTING NUMBER IN TWICE TO MAKE SURE WE HAVE THE CORRECT NUMBERS
Routing Number
Account Number
Verify Routing Number
Verify Account Number
Type of Account
Are you claiming dependents
SWORN STATEMENT OF RESIDENCY

Fill Out Form If You Are Claiming Dependents
Name of Parent(s) or Guardian(s)

First NameLast Name
Dates the dependent(s) lived with you in the tax year
Ex: (Jan 1 to Dec 31, 2025)
Address that your dependent (s) lived with you at for more than 6 months in the tax year

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
List All Dependents That Lived With You From Your Tax Return
Dependent 1
Dependent 2
Dependent 3
Dependent 4
In the event of an IRS audit I can provide the following documents to prove the dependent residency.

Other
If you selected other above list document
Print Name

First NameLast Name
Signature
Date

MonthDayYear
Date
Engagement Letter
Dear Client,

Thank you for choosing our firm for your income tax preparation needs. This engagement letter outlines the terms and conditions of our services and your responsibilities as our client. Please read carefully, as your signature indicates agreement with the terms stated below.

Scope of Services
We will prepare your 2025 federal and state individual income tax returns based on the information you provide. This agreement represents our mutual understanding of the services to be rendered. Any additional services outside of individual tax preparation will require a separate engagement letter and fee arrangement.

Client Responsibilities
You agree to provide accurate, complete, and timely information necessary for the preparation of your tax returns, including but not limited to income statements, expense records, deductions, dependents, and credits. We will not audit or independently verify the information provided. We may ask clarifying questions to ensure compliance and accuracy.

If information is provided verbally, your signature below will confirm that it is true and correct to the best of your knowledge.

Tax Credits and Filing Status
If you are claiming any tax credits—such as the Earned Income Credit, Child Tax Credit, Additional Child Tax Credit, Education Credits—or filing Head of Household, you certify that you meet all requirements and have supporting documentation if requested by the IRS or state agencies.

Documentation & Recordkeeping
You are responsible for maintaining all original documentation, including receipts and proof required by tax authorities. Our office may retain copies of certain documents for our records, after which they may be securely destroyed. We will return all original documents to you.

Legal and Financial Responsibility
You are legally responsible for the information provided on your tax return. Providing false or incomplete information can result in penalties, interest, and legal consequences. We are only responsible for errors that are a direct result of our preparation.

Audit and Examination
Tax returns may be selected for review or audit by the IRS or state authorities. You may be required to present supporting documents. Audit representation is not included in your tax preparation fee and requires a separate agreement.

Completion and Fees
Upon completion of your return and payment of applicable fees, you will receive a copy of your return. Please review it carefully for accuracy. Payment is due upon completion unless fees are paid through refund transfer.

Fees are based on the complexity of your return and required schedules and forms. Our fees are not contingent on refund amount or outcome.

Communication and Email Notice
We may communicate with you via email or SMS. While we take precautions, electronic communication may not be fully secure. We are not responsible for unauthorized access to communications outside of our control.

Confidentiality and Data Protection
Your information will remain confidential and will not be disclosed without your consent unless required by law. By signing this letter, you agree that we may use your contact information for internal purposes such as appointment reminders, service updates, or general communications. You may opt out of marketing emails or SMS at any time.

IRS Authorization
By signing this document, you authorize our firm to discuss aspects of your return with the IRS for up to one year following the return’s due date.
Signature
Date

MonthDayYear
Date
NOTES (Any additional information we need to know)
TAXPAYER ID

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SPOUSE ID

Cancelof
Please upload any tax documents needed to prepare this tax return

(Valid Picture ID, Copy of Social Security Cards, W2s, 1099s, Healthcare Forms, Proof of Residency, Any Forms that need to go with file etc.)
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TAX PREPARER NAME
Should be Empty:

Client Intake Form

TAXPAYER INFORMATION

SPOUSE INFORMATION

DEPENDENT INFORMATION

DIRECT DEPOSIT INFORMATION

SWORN STATEMENT OF RESIDENCY

List All Dependents That Lived With You From Your Tax Return

Engagement Letter