Tax Client Intake – Welcome & Next Steps

Welcome to At Ease Consultants! Let’s get your tax process started smoothly and stress-free!
Step 1: Fill Out Your Intake Form
Share your basic details and upload the documents we need to begin.

Step 2: We Review & Set Up Your Profile
Once your form and paperwork come in, our team will set up your client profile and prepare your portal so we can start processing everything accurately.

Step 3: Get Your Tax Estimate
After reviewing your information, we’ll create your estimate. As soon as it’s ready, you’ll receive a text or email with a link to book your interview. During this meeting, a professional from At Ease Consultants will walk you through your return, your refund or balance estimate, and the fees associated with your filing.

Step 4: Access Your Secure Client Portal
Once you approve your estimate, you’ll get an invitation to your private portal. This is where you’ll safely upload sensitive documents like Social Security cards and banking details. You’ll also be able to review, sign, and download your completed tax paperwork once it’s finalized.

Your privacy and security are always honored here. Completing this form is the first step toward a seamless and protected tax experience. If you have questions, feel free to use the assistant or contact our office directly.

Thank you for choosing At Ease Consultants!

PLEASE ENTER IN ALL OF YOUR INFORMATION
I am a*
Name

First NameLast Name
Date of Birth*

MonthDayYear
Date
Last 4 Digits of Your Social Security Number. If you do not have one enter 0000*
Email*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Occupation*
TAXPAYER IP PIN (Issued from IRS yearly)
Which Services Can We Help You With?*
I prefer to be contacted via*
Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Your Driver's License or State Id*

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Are you filing with a spouse?*
Will you be claiming any dependents on your tax return?
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 organizations?
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 school and have a Form 1098-T for eligible expenses
What type of income does your household receive?
Is there any additional information that you need to share with us?
Which if any of the following applied to you or your spouse? (Check all that apply)*
Attach any supporting documents related to the above tax details such as 1098-E student loan, Tithes, charitable contribution, retirement contributions, etc...

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Who Referred you?

First NameLast Name
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 Refund Advance? (Available January 1-March 1, 2026)
I agree to terms & conditions.
By signing below, or by providing electronic acceptance, you acknowledge that you have read and fully understand the terms & conditions to receiving an estimate for your income taxes. You agree to be bound by its terms, including those relating to scope of services, client responsibilities, fees, filing authorization, document retention, termination, and the abandonment policy. You further acknowledge that you have had the opportunity to seek clarification regarding any provision of this agreement and consent to proceed under the terms set forth herein.*
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