First Class Client Intake Form

First Class Client Intake Form

Please complete this form to help us gather the necessary information for your tax preparation. Your responses will assist us in ensuring full compliance and accurate filing.
Full Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Mailing Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Filing Status
Are you claiming any dependents?
Which of the following sources of income did you have in the last tax year? (Select all that apply)

Other
Did you file a tax return last year?
Do you have health insurance through Marketplace (Obamacare)?
Did you receive any government assistance during the tax year? (e.g., SSI, TANF, Food stamps, etc)
Please upload any relevant tax documents (e.g., W-2s, 1099s, 1095-A, 1099-G, 1099-T prior year return)

Cancelof
Is there anything else we should know about your tax situation?
Who would you like your preparer to be?
Were you referred? If so, by who?
Signature
Should be Empty: