2025 Client Intake Form Next Step Consulting

2025 Client Intake Form
Please take a few moments to complete your 2025 Client Intake Form. This information is VERY critical in ensuring that we completely and accurately file your tax return. We also ask that returning clients please provide your updated information for THIS current tax year by filling out this years intake form as well.

Thank you for choosing us as your trusted tax professionals. We promise to maximize the tax refund owed to you, or reduce the taxes you owe to the IRS. If you have any questions while filling out this form, please don't hesitate to contact your tax professional for assistance. We are here to serve you!
PLEASE READ THE INFORMATION BELOW
UPON COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO OUR OFFICE. CLOSING YOUR BROWSER BEFORE CLICKING THE "SUBMIT" BUTTON WILL DELETE ALL INFORMATION WITHOUT SENDING IT TO US. IT SHOULD BE NOTED THAT UPON CLICKING THE SUBMIT BUTTON YOU WILL GET A CONFIRMATION EMAIL THAT WE RECEIVED YOUR INFORMATION. IF YOU DO NOT GET THAT CONFIRMATION EMAIL IN 30 MINUTES, CONTACT YOUR TAX PROFESSIONAL.

Please note that to comply with federal and state identity theft protection efforts, our firm will ask for a VALID state issued photo identification card during your engagement.

The page is highly secure. We use industry-leading technology, Secured Socket Layer (SSL), to keep your information safe. All sensitive information is securely transmitted and can not be compromised.

This intake form may take you up to 20 minutes to complete. Please be sure to organize all of your tax documents prior to starting the form.

Please complete this form in it's entirety. Missing documents will delay the processing and filing of your tax return.
Choose Your Tax Professional
Are you a NEW or RETURNING Client?
Upload a copy of your 2024 tax return (NEW CLIENTS ONLY, If you have it)

Browse Files

Cancelof
Do you have an IRS.GOV account?
Do you have any unfiled tax returns? (not including this year)
If yes, what years are unfiled?
Did you work in 2025?
Do you or your spouse have DEFAULTED student loans?
Do you or your spouse owe money to the IRS or the DMV?
Do you or your spouse owe back child support
Did you receive a federal income tax refund last year?
If no, why not?
If you are unsure if you owe any governmental agency, please call the Debt Offset Hotline at 1-800-304-3107
How did you hear about Next Step Consulting?

Filing Status
Name

First NameLast Name
Social Security Number
Date Of Birth

MonthDayYear
Date
Cell Phone Number

Area CodePhone Number
Email Address
example@example.com
Occupation in 2025
Current Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What Country did you live in in 2025?

Do you have any dependents?
Are they a dependent of another?
Have you ever been disallowed for the EITC, AOTC, CTC, or the ACTC?

Enter your dependent(s) information here (If you do not have dependent information, input NO in any box)

Rows	Name	SSN	DOB	Relationship	How many months did the dependent live in your household in 2025?	Is the dependent disabled	What school did the dependent attend in 2025?	Did the dependent work in 2025?
1
2
3
4
5
6

Do any of your dependents have an IP PIN (Identity Protection PIN) issued by the IRS?
If yes, list the dependents name(s) and IP PIN(s)
Do you have any childcare expenses?
Upload Childcare Expense Form(s) or Receipt(s)

Browse Files

Cancelof
Upload Dependents Social Security Cards (if you do not have dependents listed above, upload a blank document here)

Browse Files

Cancelof
Upload Dependents Birth Certificates (if you do not have dependents listed above, upload a blank document here)

Browse Files

Cancelof
Were any of your dependents full-time or part-time college students in 2025?
If yes, upload the 1098-T form from their educational institution if applicable

Browse Files

Cancelof
Do you want to elect to establish a Trump account for the exclusive benefit of an eligible child using IRS Form 4547?
Form 4547 is used to elect the establishment of an initial Trump account for the sole benefit of an eligible child. This form may also be used to elect participation in the pilot program that provides a $1,000 contribution from the U.S. Treasury to the child’s Trump account, provided the child meets eligibility requirements.

General Expenses

Rows	Amount for the entire year
Insurance premiums you paid (medical, dental, vision)
Amount paid to providers (doctors, dentists, etc.)
Prescriptions
Surgeries
Uniforms, School Supplies, Private School Tuition Fees (grade school dependent students ONLY)

Did you or your spouse own a business or were self-employed in 2025?
If yes, how much did your business make in 2025?
Did you or your spouse own a vehicle in 2025?
If yes, what year, make and model?

Business Information

Rows	Business Name	Business EIN (if applicable)	Is your business registered with your local Secretary of State?	What type of goods and or services does your business offer?
1
2
3

Business Expenses

Rows	Amount for the entire year
Advertising
Contract Labor
Commissions and Fees
Depletion
Employee benefit programs
Health Insurance
Insurance (other than health)
Long-Term Care Insurance
Mortgage interest
Other interest
Legal and professional services
Office expense
Pension and profit sharing
Rent or lease of equipment
Rent or lease of property
Repairs and maintenance
Supplies
Taxes and licenses
Travel
Meals
Utilites
Wages

Do you plan to purchase a home in the next year or two?
Additional Information:
If a Federal and or State refund is due to you, it will be sent to your bank account via direct deposit. Please provide (AND DOUBLE CHECK) your banking information below.

NO ONLINE BANKS ALLOWED

Banking Information

Rows	Banking Institution	Routing Number	Account Number	Is this a checking or savings account?
Banking Information
Confirm Banking Information

I acknowledge that all information provided to Next Step Consulting is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information that I provided. Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, I am taking part in a criminal penalty situation which is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment. I waive Next Step Consulting and the tax preparer, of any error due to incorrect information provided by me. By signing below, I authorize Next Step Consulting to file my tax return.
Taxpayer Signature
Date Signed

MonthDayYear
Date
Spouse Signature
Date Signed

MonthDayYear
Date
I also acknowledge that by signing this form, if I and/or my spouse owes a federal/government debt such as IRS, child support, student loans etc., that I/we are still responsible for any and all tax preparation fees due to Next Step Consulting at the time of service or upon notification of my/our tax refund being offset which included the tax preparation fees. Also, if the tax refund is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand that Next Step Consulting will take legal action to collect all unpaid tax preparation fees and any fees associated with their collection.
Taxpayer Signature
Date Signed

MonthDayYear
Date
Spouse Signature
Date Signed

MonthDayYear
Date
Should be Empty:

2025 Client Intake Form

PLEASE READ THE INFORMATION BELOW

Please note that to comply with federal and state identity theft protection efforts, our firm will ask for a VALID state issued photo identification card during your engagement.

The page is highly secure. We use industry-leading technology, Secured Socket Layer (SSL), to keep your information safe. All sensitive information is securely transmitted and can not be compromised.

If a Federal and or State refund is due to you, it will be sent to your bank account via direct deposit. Please provide (AND DOUBLE CHECK) your banking information below.