TNJ New client INTAKE FORM 2026

2026 Client Intake Form
Name

First NameLast Name
New or returning client
Which preparer is filing your tax return?
Which Tax Year Are You Filing For?
If you are filing multiple years, you must complete a separate form for each year.
Filing Status?
Number of dependents?
Are any of your dependents disabled? If so which one(s)
Will this be an amended (corrected) return?
Are you interested in a tax advance loan?
Were you previously issued an Identity Protection Pin(IP PIN) by the IRS?
If You Have A IP PIN List It Below
Do you have insurance through the Affordable Care Act (The Marketplace), current employer, or state?
General information Taxpayer's
Name

First NameLast Name
Social Security Number 
Taxpayer's Date of Birth 

MonthDayYear
Date
Taxpayer's Job Title
Taxpayer's Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Taxpayer's Email
Taxpayer’s Home Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What is your marital status as of December 31st?
Taxpayer's Driver's License/ State ID Upload A Clear Shot On A Flat Surface

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Taxpayer's Social Security Card Upload A Clear Shot On A Flat Surface

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Can someone else claim you as a dependent?
If so, what is the Name of person that can claim you?
What is your relationship to that person? (I.e. Mother, Father, etc.)  
Do you owe the IRS, Child Support or in default with student loans?
Are you self-employed?
Do you have gambling winnings for the year?
Where are your winnings from?
How much did you win?
Upload W2-G

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Did you make any charitable contributions during the year?
Who did you make charitable contributions to?
Did you withdraw from your 401K during the year ?
How much did you withdraw?
How much Federal taxes were withheld?
Dependent information
Are you claiming any dependents on your tax return?
How many dependents are you claiming? 
Dependent 1 Date of birth

MonthDayYear
Date
Dependent 1 social security number
Dependent 1 name
Dependent 1 Social Security

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What is your relationship to the dependent 1 ? (Son, Nephew,Cousin, etc.)
Dependent 2 Date of birth

MonthDayYear
Date
Dependent 2 social security number
Dependent 2 Name
Dependent 2 Social Security

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What is your relationship to the dependent 2 ? (Son, Nephew,Cousin, etc.)
Dependent 3 Date of birth

MonthDayYear
Date
Dependent 3 Social security number
Dependent 3 Name
Dependent 3 Social Security

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What is your relationship to the dependent 3 ? (Son, Nephew,Cousin, etc.)
Spouse information

YOUR SPOUSES INFORMATION, IF married filing jointly
Spouses Name

First NameLast Name
Date Of Birth

MonthDayYear
Date
Social Security Number
Occupation
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Spouse's Driver's License or State Id Upload ID

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Does your SPOUSE have an IP PIN (issued from IRS yearly)
Upload Spouse W2 statements Upload A Clear Shot On A Flat Surface

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Do your spouse have insurance through the Affordable Care Act (The Marketplace), current employer, or state?
Income
Have you worked overtime at any of your jobs provided or recieved any tips?
Upload W2 statements Upload A Clear Shot On A Flat Surface

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Upload 1099 NEC Upload A Clear Shot On A Flat Surface

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Did you receive unemployment during the year?
Upload other Misc. Income Documents such as 1099 INT, 1099DIV, 1099 NEC. Upload A Clear Shot On A Flat Surface

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Have you received any Government Assistance Programs such as Food stamps, TANF,Medicaid, or Medicare in during the year?
Which program(s) did you receive?
Do you have a 1098 Mortgage Interest Statement?
Do you have 1095A, 1095B, or 1095C form?
PLEASE UPLOAD YOUR 1095 Form IF APPLICABLE Upload A Clear Shot On A Flat Surface

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Did anyone in your household including yourself attend college for the selected tax year?
What was the Name of the person(s) who attended college, followed by the name of the college they attended?
Form 1098-T (School Credit) Upload A Clear Shot On A Flat Surface

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Self Employed
What is the name of your business?  
Enter EIN- Employer Identification Number  
Legal Address of Business

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What is your business email address?  
example@example.com
What is your business phone number?
Please enter a valid phone number.Format: (000) 000-0000.
What is your Business Entity
How much money did you make from your business?
What Was Your Gross Income For the year?
Detailed Summary of Expenses Upload A Clear Shot On A Flat Surface

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How long have you owned your business?  
What services do you perform?  
What types of items do you need to operate?  
Do you travel for business?  
How do you track of mileage?  
Please upload documentation of Business License and Registration if Applicable

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Did you receive payments from a 3rd Party Network such as Cash App, PayPal, or Venmo?
How much did you receive in payments from a 3rd Party Network? (If over $20,000please upload your 1099 K form.
Upload your 1099 K document.Upload A Clear Shot On A Flat Surface

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Do you maintain separate banking accounts for personal and business transactions?
How do you differentiate between personal and business transactions and monetary assets?
Please upload supporting business documents. (ex P&L, 1099 NEC, Summary of Income, Spread sheet with expenses). Upload A Clear Shot On A Flat Surface

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Would you like to apply for an advance loan? (subject to bank approval)
Would you like to apply for a refund transfer? (Get paid up to 5 days faster) (This option is not available if you would like a check)
Acknowledgment

If your refund is offset by the IRS, student loans, child support or your check ismailed, you are still obligated to pay our company the fees associated withfiling your tax return. By signing this agreement, you acknowledge that ifpayment is not made in full within 30 days legal actions will be sought toresolve payment.
How would you like your refund disbursed if receiving on?
If direct deposit, please list the Name of Bank, Routing Number, and Bank Account Number
Taxpayer signature
Date

MonthDayYear
Date
Make sure you have uploaded current and valid documents. If we find that you are missing documents or documents are not valid, we will place your return on hold and WILL NOT EFILE until we receive the proper documents.
Should be Empty:

2026 Client Intake Form

General information Taxpayer's

Dependent information

Spouse information

Income

Self Employed

Acknowledgment

Make sure you have uploaded current and valid documents. If we find that you are missing documents or documents are not valid, we will place your return on hold and WILL NOT EFILE until we receive the proper documents.