Client Intake Form 2025

Client Intake Form
How did you hear about us?
Select your tax preparer
Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
County
Birthdate

MonthDayYear
Date
SSN
Occupation Title
Spouse Full Name

First NameLast Name
Spouse Email
example@example.com
Spouse Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Spouse Occupation
Dependent 1 Name, Dependent 1 Social Security #, Dependent 1 Date of Birth, Dependent 1 Relationship:
Dependent 2 Name, Dependent 2 Social Security #, Dependent 2 Date of Birth, Dependent 2 Relationship
Dependent 3 Name, Dependent 3 Social Security #, Dependent 3 Date of Birth, Dependent 3 Relationship
Dependent 4 Name, Dependent 4 Social Security #, Dependent 4 Date of Birth, Dependent 4 Relationship:
If any of your dependents are disabled list them here:
Are you disabled?
Select your filing status:
Were you audited by the IRS last year?
Did you receive marketplace health insurance? If yes, please upload form 1095-A under “Other Documents.”
Do you have an IP PIN?
2025 Identity Protection Pin & who it was issued to. (If applicable)
Do you have any credits that were disallowed or reduced?
If you have any credits that were disallowed or reduced, please enter here
If you are filing Head of Household, what documents will you provide for proof of head of household?
Please upload proof of Head of Household, if applicable.

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Please upload proof of residency for each dependent.

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Please upload your driver's license/ID for you & your spouse (if applicable)

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SSN for Each Individual on Return

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Please answer only if it applies to you.
If your current address is different from the one shown on your government-issued ID or driver’s license, please indicate the reason and upload a current utility bill or paystub showing your current address (upload under "Other Documents")
Are all of the dependents being claimed related to the taxpayer by birth or bloodline? If not, please identify which child is not related to you?
If applicable, please indicate why you are claiming a dependent that is not related to you. What are the circumstances that you have supported this dependent for at least 6 months of 2025. Please outline the support you have provided to this dependent.
If applicable, please indicate the reason for the difference in last names between you and your dependents.
Please answer, only if applicable: If your income is at or below $13,000.00 & you have 2 or more children, how are you able to maintain the household? For example, did you receive government assistance, as such as: section 8, public housing, SNAP benefits, or other.
If you are the father of the child and claiming the child, please indicate the reason why the child is living with you and not the mother. Please outline the support you have provided to the child.
Federal Financial Documents
Financial Tax Documents (W2,1099,Unemployment,etc.)

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If you received a 1099G form for unemployment, please upload it here.

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If you received a 1098T form for school, please upload it here.

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Did you have a business in 2025? Includes 1099s, or side business. Ex. hair braiding, hair stylist, baby sitting, uber, lyft, doordash, & etc. If so, what is the name & nature of your business or side business. If you don't have a name, you can bypass the name.
Do you need assistance with organizing your side hustle/business income & expenses?
Did you purchase a vehicle recently?
If yes, please list the year, make, and model of the vehicle.
Other Documents

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Do you want to apply for a cash advance up to $9,500? No credit check. You will be notified if you are approved within 24 hours.
How do you want to receive your refund?
If you selected direct deposit, please enter your information below
Bank Name
Account Number
Confirm Account Number
Routing Number
Confirm Routing Number
Alpha Tax Plus

will prepare your 2025 individual tax return from the information you furnished to us. You, the taxpayer, are ultimately responsible for the preparation and filing of your tax return. I, the Taxpayer named above, have provided to Alpha Tax Plus the attached tax information and to the best of my knowledge this information is true, correct, and complete.
Tax Payer Signature ( Must be legible)
Spouse Signature
Notes (anything you think we need to know)
Should be Empty:

Client Intake Form

Please answer only if it applies to you.

Federal Financial Documents

If you selected direct deposit, please enter your information below