2025-2026 Client Intake Form

Welcome to ASAP Tax Office Let’s Get Your Taxes Started!
What to Expect After You Submit This Form

Taxes can feel overwhelming, so we simplified things. This intake process was created with you in mind. It is designed to keep your return accurate, your information secure, and each step clearly communicated.

Step 1: Complete This Form

Complete the form and upload all documents pertaning your income tax return.

Our estimate and fees are based on the information you provide and the documents you submit. Missing or incomplete information will delay processing and may result in an inaccurate estimate.

Step 2: Review & File Setup

Once your form and documents are received, your information will be reviewed and your client file will be created. If any information or documents are missing, you will be contacted and your file will be placed on hold until the requested information is received.

All official communication will be sent to you by email. Emails will come from taxhelp@asaptaxoffice.org or noreply@jotform.com . Text messages may also be used if you prefer; emails are our primary method of communication.

Step 3: Estimate Preparation

Your estimate is prepared based on the information you share and the forms needed to complete your return. When your estimate is ready, an email and /or text with your tax liability or refund amount, as well as our associated fees and other information, will be sent to you.

You MUST accept your estimate by replying to our email, responding by text, or confirming by phone call. If we do not receive an email, text, or phone call stating you accept the estimate, your return will be put on hold until we receive your approval.

Step 4: Interview

Every client has an interview. This step is required for all returns.
During the interview, we will review your information, confirm your details, and ensure all compliance requirements are met.

Interview scheduling instructions will be provided after your estimate is accepted.

Step 5: Secure Client Portal Access

After your estimate is accepted, you will receive an invitation to our secure client portal. From our tax software

This portal is used to upload your most sensitive information, including government-issued IDs or driver’s licenses, Social Security cards, banking information, and any additional documents required to complete your return. You will also use this portal to review, sign, and download your completed tax documents.

Important Information

Returns cannot move forward without all information and estimate approval.
Delays in responding may result in your file being placed on hold.

Your information is handled securely, and access is limited to protect your privacy.

Thank you for choosing ASAP Tax Office!

Taxpayer Information

PLEASE ENTER IN ALL OF YOUR INFORMATION
New ClientReturning Client
I only need to file the current year’s (2025) returnI need to catch up on past year(s) return(s)
Legal 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*
Occupation*
TAXPAYER IP PIN (Issued from IRS yearly)
Tax PreparationBookkeepingCredit RestorationBusiness Start Up Paperwork (LLC,EIN)
EmailText MessagePhoneAll of the above
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
YesNo
YesNo
Spouse

YOUR SPOUSES INFORMATION, IF LEGALLY MARRIED OR PRESUMED MARRIED BY COMMON LAW STATUTE IN THE STATE YOU RESIDE IN
Spouse Name*

First NameLast Name
Spouse Date of Birth*

MonthDayYear
Date
Last 4 digits of Spouse Social Security Number If they do not have one enter 0000*
Spouse Email*
Spouse Phone Number*
Spouse Occupation*
SPOUSE IP PIN (issued from IRS yearly)
YesNo
*****IMPORTANT*****

You must fill out the ITIN Info Below

If skipped your return will be delayed!
***DO NOT SKIP!!!*** You have indicated that you or someone on your return does not have a social security or Individual Tax Identification Number, and we need some additional information. Please hover above the picture and scroll down. Please complete all questions, and click Submit at the end. If this section is incomplete we cannot finish your return and it will delay processing.
YesNo
*****IMPORTANT*****

You must share you Dependent Info Below

If skipped your return will be delayed!
YesNo
YesNo
You have indicated that you or someone in your household has/had market p[lace health insurance. Your market place should have sent you a document, 1095-A please upload below.

Cancelof
YesNo
*****IMPORTANT*****

You must share the Student Info Below

If skipped your return will be delayed!
***DO NOT SKIP!!!*** You have indicated that you or someone on your return attended a qualified school, and we need some additional information. Please hover above the picture and scroll down. Complete all questions, and click Submit at the end. If this section is incomplete in any way we cannot finish your return and it will delay processing.
I (and/or my spouse) gave charitable donations, tithes, or contributions to qualified community or religious organizationsI had medical expenses over the standard deduction threshold ($12,400 or more) and plan to itemizeI paid student loan interest and received a 1098EI had eligible medical expensesI paid for energy-efficient or solar improvementsI sold and/or purchased a home or buildingI serve in the military and had to relocateI paid or received alimonyContributed to a retirement plan (IRA, SEP, SIMPLE)Contributed to a Health Savings Account (HSA)None of the above
You indicated that you Attach supporting documents related to the above tax details such as 1098-E student loan, Tithes, charitable contribution, retirement contributions, etc...

Cancelof
W-2 Employee income1099-NEC or 1099-MiscBusiness or Self Employment IncomeUnemploymentSocial Security BenifitsRetirment IncomeHad Investments such as Interest and DividendsHad Gambling winnings and lossesReceived Royalties of any kindOwn Rental PropertyOther Income Not Listed
Please explain "Other"
Upload W-2'S

Cancelof
Upload all 1099's, Unemployment, Retirement

Cancelof
Upload Social Security, Investments, gambling winnings or other miscellaneous forms

Cancelof
*****IMPORTANT*****

You must share your Rental Properties Info Below

If skipped your return will be delay!
***DO NOT SKIP!!!*** You have indicated that you have a rental Property(s), and we need some additional information. Please hover above the picture and scroll down. Please complete all questions, and click Submit at the end. If this section is incomplete we cannot finish your return and it will delay processing.
*****IMPORTANT*****

You must share your Bisiness & Side-Gig Info Below

If skipped your return will be delayed!
***DO NOT SKIP!!!*** You have indicated that you own a business, and we will need additional information. Please hover above the picture and scroll down to complete all questions, then click Submit at the end. If this section is incomplete we will be unable to finish your estimate or return and it will delay processing.
YesNo
You said you had additional information to add to this form to help us complete your intake, Please explain below
Direct Deposit into my accountPRE-PAID Debit CardI dont think I will get a refund
YESNO
Someone referred meFacebook/ Social MediaAn AdvertismentFound a Drop CardFlyer / Business Card
Who Referred you?

First NameLast Name
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.*
Should be Empty:

Welcome to ASAP Tax Office Let’s Get Your Taxes Started!

Taxpayer Information

Spouse