Tax Allmighty Intake Form
This form is designed to help me better serve you. Completing it allows me to gather the information needed to prepare your tax return and schedule your appointment according to both of our availability.
Full Name
*
First Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Format: (000) 000-0000.
E-mail
*
example@example.com
Preferred Contact Method
*
Please Select
Call
Text
Email
Did I prepare your taxes last year?
*
Please Select
Yes
No
If no, do you have a copy of your most recent tax form?
Yes
No
Filing Status
*
Single
Head Of Household
Married
Married: Filing Separately
Divorced
Qualifying Widow
Business/Self-Employed
Not Sure
What type of Income do you have? (Check all that apply)
*
W2 (employee)
1099 (contractor/self-employed)
Business Owner
Unemployment
Investments
Other
Do you have dependents (Children/Others)
*
Yes
No
Documents You May Upload or Bring In-Person.
Browse Files
Drag and drop files here
Choose a file
**Uploaded documents are used for tax preparation purposes only and are handled securely** --Government-issued photo ID --Social Security cards (taxpayer, spouse, and dependents) --Proof of address (utility bill or official mail) --Proof of dependents (school records, medical records, or other qualifying documents) --W-2s and/or 1099s (if available)
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