Secure Client Onboarding

1
What tax year is this information for?* This field is required.
Please Select
Please Select
2025
2024
2023
2022
2021
2020
2019
2
Is this an amendment?* This field is required.
YESNO
3
Would you like to schedule a tax consultation?
YESNO
4
Client Full Name* This field is required.
First Name
Last Name
5
Email Address* This field is required.
example@example.com
6
Phone Number* This field is required.
Please enter a valid phone number.
7
Mailing Address* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
8
Is this a new address with the IRS?* This field is required.
YESNO
9
Who referred you to us? First Name Last Name
10
Taxpayer's Date of Birth* This field is required.
Date
Year
Month
Day
11
Taxpayer's SSN* This field is required.
12
Taxpayer's Occupation* This field is required.
13
Can another person claim you as a dependent on their tax return?* This field is required.
YESNO
14
Will you be filing with a spouse?* This field is required.
YESNO
15
Spouse's Date of Birth
Date
Year
Month
Day
16
Spouse's SSN
17
How many dependents are you claiming?* This field is required.
Please Select
Please Select
0
1
2
3
4
18
Dependent 1
First Name
Last Name
Date of Birth
SSN
Please Select
Please Select
son
daughter
niece
nephew
parent
grandchild
foster child
aunt
uncle
sister
brother
Relationship
Number of Months in the House
19
Dependent 2
First Name
Last Name
Date of Birth
SSN
Please Select
Please Select
son
daughter
niece
nephew
parent
grandchild
foster child
aunt
uncle
sister
brother
Relationship
Number of Months in the House
20
Dependent 3
First Name
Last Name
Date of Birth
SSN
Please Select
Please Select
son
daughter
niece
nephew
parent
grandchild
foster child
aunt
uncle
sister
brother
Relationship
Number of Months in the House
21
Dependent 4
First Name
Last Name
Date of Birth
SSN
Please Select
Please Select
son
daughter
niece
nephew
parent
grandchild
foster child
aunt
uncle
sister
brother
Relationship
Number of Months in the House
22
Did you or your dependent receive healthcare insurance through the ACA Marketplace?* This field is required.
YESNO
23
Did you pay any childcare expenses?* This field is required.
YESNO
24
Did you, your spouse, or dependents attend college?* This field is required.
YESNO
25
Do you owe debt to any federal or state government agency?* This field is required.
YESNO
26
If you own your home, have you received a mortgage interest statement?
YESNO
27
Did you or your spouse receive unemployment benefits?* This field is required.
YESNO
28
Did you or your spouse make payments on student loans?* This field is required.
YESNO
29
Do you, your spouse, or dependents have an IP Pin?* This field is required.
YESNO
30
Are you self-employed, a business owner, or gig worker?* This field is required.
YESNO
31
Are you interested in the Same Day Refund Advance up to $7000?* This field is required.*conditional to bank approval
YESNO
32
Add-On ServicesChoose any you are interested in. All can be added to your tax prep fee and paid for from your refund.
6 Months Done for Your Credit and Debt Management
Bookkeeping Catch-Up
3 Months of Bookkeeping Services
Business Formation and Funding Service
IRS Clean Up
33
Banking Information* This field is required.for refund deposit (double check your entries)
Bank Name
Routing Number
Account Number
Confirm Routing Number
Confirm Account Number
34
Upload ALL Supporting Documents* This field is required.upload each document here: income statements, pictures of IDs, pictures of SSCs, 1099s, 1098s, etc. Multiple files can be uploaded here one by one.
Drag and drop files here
Select files to upload
Cancelof
35
Do you have any additional notes or information to share with your tax preparer?
36
I have read and agree to the service agreement and terms.* This field is required.Terms and Conditions – Tax Preparation Services By submitting this intake form and engaging Total Tax Pros, you acknowledge and agree to the following terms and conditions: Client Responsibility You are responsible for providing complete, accurate, and truthful information for the preparation of your tax return. This includes all income, deductions, credits, dependents, and supporting documentation. We rely entirely on the information you provide. We are not responsible for errors, penalties, interest, or delays resulting from incomplete, inaccurate, or omitted information. Document Submission You agree to submit all required documents in a timely manner through our secure system. Clear photos or PDF copies are acceptable unless otherwise requested. Do not email tax documents unless explicitly instructed. Failure to submit required documents may result in delays, additional fees, or cancellation of services. Due Diligence We are required by law to exercise due diligence when preparing tax returns, especially for credits such as Earned Income Credit, Child Tax Credit, and other refundable credits. If we determine that you do not qualify for a credit or deduction, it will not be claimed, even if claimed in prior years or prepared by another tax professional. Filing and Review Submission of this intake form does not guarantee filing. All returns are subject to review. We reserve the right to decline or withdraw from preparing a return if information appears inconsistent, incomplete, or potentially fraudulent. Amended Returns If you request an amended return, you acknowledge that amendments may result in additional tax due, reduced refunds, penalties, or interest. Total Tax Pros is not responsible for outcomes resulting from amended filings. Fees and Add-On Services Tax preparation fees are based on the complexity of the return and services selected. Additional services, add-ons, or corrections requested after initial intake may result in additional charges. Fees are non-refundable once preparation has begun. Refunds and Timing Refund amounts are estimates only and are determined by the IRS and applicable state tax agencies. Total Tax Pros does not control refund approval, timing, offsets, audits, or delays caused by taxing authorities, banks, or third-party processors. Audit and Notices If you receive correspondence, notices, or audit letters from the IRS or state agencies, you agree to notify us promptly. Audit representation or response services are not included unless separately purchased. Limitation of Liability Total Tax Pros’ liability is limited to the amount of tax preparation fees paid. We are not liable for indirect, incidental, or consequential damages, including lost refunds or penalties imposed by taxing authorities. Consent to Electronic Communication You consent to receive communications via email, phone, and text message regarding your tax return, status updates, and service notifications. Message and data rates may apply. You may opt out of non-essential communications at any time. Authorization By submitting this form, you authorize Total Tax Pros to prepare and file your tax return using the information provided and to electronically file your return when approved by you.
37
Taxpayer Signature* This field is required.
38
Spouse Signature
Should be Empty: