CNS Client Intake Questionnaire

Section 1: Client Access and Consent

Provide your basic contact information and consent to electronic communication.
Client Full Legal Name*

First NameLast Name
Current Mailing Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Mobile Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Email Address*
example@example.com
Section 2: Identity Verification

Upload required documents for IRS identity verification.
Upload a clear photo of a valid government issued ID. This is required for IRS compliance and identity verification.*

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Upload Social Security cards for you, your spouse, and each dependent you claim. This helps prevent filing delays and protects against identity issues.*

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Banking Information for Direct Deposit (Optional but recommended)
Section 3: Filing Status and Household

Tell us about your marital status and household for accurate filing.
Marital Status on December 31*
Filing Status*
YesNo
YesNo
Section 4: Dependents and Support

Enter information for each dependent you plan to claim.
YesNo
Dependent Information
Section 5: Prior Year and IRS Notices

Answer questions about prior filings and IRS correspondence.
YesNo
YesNo
IRS Identity Protection PIN (if you have one)
YesNo
Section 6: Income Review

Select all income types you received and answer related questions.
W2 wages1099 NEC contractor income1099 K payment appsInterest or dividendsRetirement distributionsSocial Security benefitsUnemploymentGambling winningsRental incomeSelf employment business incomeCryptocurrency or digital assetsAlimony receivedOther income not listed
YesNo
YesNo
Section 7: Self Employment and Business

Complete this section if you operated a business or received 1099 income.
YesNo
Business Name
Business EIN (if you have one)
Do you have a Profit and Loss statement for the year?
Business Type
Business Activity Description
Advertising and marketingSuppliesContract laborOffice expensesVehicle mileageVehicle expensesTravelMealsHome officePhone and internetSoftware subscriptionsInsuranceProfessional servicesRent or leaseEquipment purchasesOther
Upload Your Documents Now (Optional)

Uploading now speeds up preparation and reduces back and forth.
Upload your W2, 1099 forms, 1095 A, 1098, childcare receipts, Profit and Loss, and ID/SS cards here.

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YesNo
YesNo
Total business miles
Total personal miles
Section 8: Deductions and Credits

Answer questions about credits and deductions you may be eligible for.
YesNo
Provider Name
Provider EIN or SSN
Amount Paid
YesNo
Student Name
School Name
Health Insurance
YesNo
YesNo
YesNo
Section 9: Life Events and Special Situations

Tell us about major life events or special situations that may impact your tax return.
YesNo
YesNo
YesNo
YesNo
List states and dates
Section 10: Digital Assets (IRS Required Question)

This question is required by the IRS.
YesNo
Section 11: Refund Options and Bank Product Interest

Select how you want to receive your refund and indicate interest in advance options.
How do you want to receive your refund?
Are you interested in a Refund Advance Loan starting January 2 up to $7,000?
Section 12: Sign Off and Client Certification

Read and certify your information, then sign electronically.
Electronic Signature

Clear
Date

MonthDayYear
Date
CNS Client Intake Questionnaire

Complete this IRS-compliant intake to begin your tax preparation. Your responses ensure due diligence, accuracy, and compliance.
Should be Empty:

Section 1: Client Access and Consent

Section 2: Identity Verification

Section 3: Filing Status and Household

Section 4: Dependents and Support

Section 5: Prior Year and IRS Notices

Section 6: Income Review

Section 7: Self Employment and Business

Upload Your Documents Now (Optional)

Section 8: Deductions and Credits

Section 9: Life Events and Special Situations

Section 10: Digital Assets (IRS Required Question)

Section 11: Refund Options and Bank Product Interest

Section 12: Sign Off and Client Certification

CNS Client Intake Questionnaire