Client Intake Form

TAX YEAR

Full Name

First NameLast Name

Date of Birth

Date

Social Security Number

Taxpayer IP PIN (issued yearly from IRS)

Email Address

example@example.com

Phone Number

Area CodePhone Number

Home Address

Street Address

Street Address Line 2

CityState / ProvincePostal / Zip CodeCountry

Please select your filing status. (All eligible options will be considered)

Which best describes your tax situation?

Which types of income did you receive this year?

Please select all credits and deductions that may apply to you.

Spouse Full Name

First NameLast Name

Spouse Date of Birth

Date

Social Security Number

Spouse IP PIN (issued yearly from IRS)

Email

Enter if separate email is used.

Phone Number

Area CodePhone Number

If you have dependents, please provide their information below

Additional notes for your tax preparer (e.g., moves, job loss, family changes, IRS letters)

Employment Information (for W-2 employees)

Please include how many jobs you've had this year, if you had taxes withheld or were exempt.

Business Information (if self-employed or business owner)

If you are a business owner or self-employed, please provide a breakdown of income, expenses, and owners (if applicable)

Did you use bookkeeping software? If yes, which one?

Did you pay yourself a wage or issue payments to contractors? If yes, please provide details.

Did you purchase any major equipment or assets for your business this year?

If you answered yes to the previous question, please describe the assets purchased

Did you make estimated tax payments this year?

State(s) where you lived or operated your business this year

Please upload any additional supporting documents (P&L, balance sheet, payroll reports, prior year return, etc.)

Upload a File

Please upload any supporting tax documents (W-2s, 1099s, income/expense records, IDs, IRS letters, last year return, etc.)

Upload a File

The IRS no longer issues paper checks, please confirm you have a bank account for direct deposit.

Bank Name (for refund)

YOUR ROUTING AND ACCOUNT NUMBER WILL BE COLLECTED SECURELY.

Any other questions or notes for your tax preparer?

Thank you for choosing IndyVested Tax Co. to prepare your tax return. This letter explains what you can expect from us and what we need from you so we can complete your return accurately, legally, and in a timely manner. Once you sign this letter, it becomes our agreement for the current tax year.

SERVICES WE PROVIDE
IndyVested Tax Co. will prepare your federal and state income tax return based on the information you provide. We do not audit, verify, or investigate the information you submit. Our work is limited to preparing your return using the documents and details you give us.

Our goal is to make sure you receive every credit and deduction you legally qualify for.

WHAT WE NEED FROM YOU
To complete your return correctly, you agree to:

Submit complete and accurate information
Provide all tax documents such as W-2s, 1099s, identification documents, receipts, and forms
Respond promptly to any requests for additional documents
Review your tax return before signing

You are responsible for the accuracy of the information you provide.

RECORDKEEPING AND DOCUMENTS
You are responsible for keeping copies of your tax documents, receipts, and records in case the IRS or state agencies request them later. We will also keep a copy of your documents and return in our secure system.

FEES AND PAYMENT
All fees will be discussed before services are completed. Payment is due at the time your return is finalized unless you choose a refund-based payment option. If you use bank products, bank fees may apply.

Once the tax return is submitted, the preparation fee is nonrefundable.

REFUND TIMING
IndyVested Tax Co. does not control IRS or state refund timelines. Processing delays can occur due to identity verification, audits, or agency backlogs. We will keep you updated on any issues we become aware of.

ACCURACY AND PENALTIES
We prepare your return based on the information you provide. You are responsible for the accuracy of that information. Any penalties or interest resulting from missing, incorrect, or incomplete information are your responsibility.

COMMUNICATION
We will notify you when:

Your intake is received
Your estimate is complete
Signing is required
Your return is submitted
Any delays or updates occur
Your refund is funded

Please ensure your contact information remains updated during tax season.

PRIVACY AND CONFIDENTIALITY
Your personal information is protected under federal privacy laws. We do not share, sell, or release your information to any third parties without your permission.

AUDIT SUPPORT
If the IRS or state contacts you about your return, you must notify us immediately. Basic inquiry assistance is available, but full audit representation is a separate service and may require additional fees.

SIGNATURE AND CONSENT
By signing below, you confirm that:

You understand and agree to the terms in this engagement letter
You have provided accurate and complete information
IndyVested Tax Co. is authorized to prepare and file your tax return

Signature

Please sign here,we are not able to work on your tax return until this signature is completed.

Client Intake Form

Taxpayer Information

Spouse Information