Tax Preparation Intake Form

Tax Preparation Intake Form

Please provide your information to begin the tax preparation process.
Client Status*

NewReturning
How did you hear about us?*

ReferralInstagramFacebookOther
Name/Other*
Tax Year*

202520242023Other
Filing Status*

SingleHead of HouseholdMarried Filing JointMarried Filing SeperateQualifying WidowerOther

Refund and Wrap Up
Do you have an IP Pin?*

YesNo
IP Pin
Would you like to apply for a refund advance?*

YesNoMaybe
If you are entitled to a refund, how would you like to receive it?*

Direct DepositCheck
Do you want to electronically file your taxes?*

YesNo
Please list any special tax situations, deductions, or credits you would like us to know about (optional)

Acknowledgement & Signature
Type a question*

I certify that all information in this questionnaire, including any supporting documentation and information, is true and complete to the best of my knowledge. I agree and acknowledge that falsified information, misrepresentation, and omissions may disqualify me for specific tax credits as determined by the IRS. I allow TaxSupreme to capture my sensitive data, including ID's Social Security Numbers, and other submitted information.
Signature

Powered by Jotform SignClear
Today's Date

MonthDayYear
Date
Should be Empty: