Tax Preparation Client Intake Form
Kash Commander Pro
Choose Your Preparer
Please Select
Keiundra Tanner Wallace
Za'Tayvious Miller
Orianna kennard
Kierra Chancey
Sheena Price
Cherekee Candies
Negaise Johnson
Crystal Woods
Charmayne Pitts
Malika Kendrick
Paire Davis
Sharmorrow Weatherred
Monica Hicks
Filing Status
Single
Head of Household
Married Filing Separate
Married Filing Joint
Qualifying Widower
Taxpayer Information
Name
First Name
Last Name
Age
Social Security Number
Date of Birth
-
Month
-
Day
Year
Date
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Occupation
Are you a full-time student?
Yes
No
Are you totally and permanently disabled?
Yes
No
Are you legally blind?
Yes
No
Spouse Information
Name
First Name
Last Name
Age
Date of Birth
-
Month
-
Day
Year
Date
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Occupation
Are they a full-time student?
Yes
No
Are they totally and permanently disabled?
Yes
No
Are they legally blind?
Yes
No
Are they your dependent?
Yes
No
Dependents
Enter your dependents here
Rows
Name
Date of Birth
Relationship
Social Security Number
1
2
3
4
5
6
Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?
Rows
Yes/No
Employer
Spouse Ins
Exchange/ Marketplace
Direct with Insurer
Medicare
Medicaid
Taxpayer
Yes
No
Spouse
Yes
No
Dependent 1
Yes
No
Dependent 2
Yes
No
Dependent 3
Yes
No
Dependent 4
Yes
No
Dependent 5
Yes
No
Tax Related Questions
Employment Status
Employed
Unemployed
Self-employed
Did you Receive Unemployment
Employed
Unemployed
Self-employed
What year are you filing?
2025
2024
2023
2022
2021
Does your dependents have tuition expenses?
Yes
No
Do you have any expenses for child care?
Yes
No
Did you receive a federal tax last year?
Yes
No
Do you Have An IP Pin? So Please Repsond Below.
Expenses
Please fill-up the information within the current year only.
General Expenses
Rows
Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses
Total Expenses
Additional comments
Who referred you? How did you hear about us?
Acknowledgment & Signature
I confirmed that all information I entered here is accurate and true.
I allow
Kash Commander Pro
to capture my sensitive data like personal id, government id, and other information.
I have read the terms and conditions and privacy policy of Kash Commander Pro.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Date Signed
*
-
Month
-
Day
Year
Date
Date Signed
*
-
Month
-
Day
Year
Date
Social Security Card
*
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Valid Drivers License
*
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1099-K
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1099-G
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1099-NEC
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Direct Deposit Form/ Account# and Routing #
*
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Dependents Social Security Card
*
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W2s
*
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Please verify that you are human
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Taxpayer Signature
*
Submit
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