Client Intake Form for Tax Preparation

Client Intake Form for Tax Preparation

Please provide your information to help us prepare your tax return efficiently and accurately.
Full Name

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

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Preferred Method of Contact

Other
Have you filed a tax return before?
Filing Status
Do you have any dependents?
Dependent Information (if applicable)
Employment Status
Types of Income (select all that apply)

Other
Please upload any relevant tax documents (such as W-2s, 1099s, prior year tax returns, etc.)

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Are there any special circumstances or additional information we should know about your tax situation?
Should be Empty: