2026 Client Intake Form

Welcome! I’m Kayla Lofton, and I’m so glad you’re here. At Simply Filed Tax Prep, I’m dedicated to making tax season simple and stress-free, while ensuring everything is filed accurately and with care.

If you have questions or are ready to begin, feel free to reach out at 859-537-9574 or email simplyfiledtaxprep@gmail.com. Thank you for your trust. I look forward to assisting you during the 2026 tax season.

Let’s get started.
Client Details:
Full Name*

FirstLast
Social Security Number *
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Date of Birth*
Phone Number*
Format: (000) 000-0000.
E-mail*
example@example.com
Spouse
Full Name
Date of Birth
Social Security Number
E-mail
Filing Status*

SingleHead of HouseholdMarried Filing SeparateMarried Filing JointlyQualifying WidowUnsure
Will you claim any dependents?*

YesNo
Dependent 1
Full Name
Date of Birth
Social Security Number
What is their relationship to you?

SonDaughterNieceNephewSisterBrotherOther
Dependent 2
Full Name
Date of Birth
Social Security Number
What is their relationship to you?

SonDaughterNieceNephewSisterBrotherOther
Dependent 3
Full Name
Date of Birth
Social Security Number
What is their relationship to you?

SonDaughterNieceNephewSisterBrotherOther
Dependent 4
Full Name
Date of Birth
Social Security Number
What is their relationship to you?

SonDaughterNieceNephewSisterBrotherOther
Dependent 5
Full Name
Date of Birth
Social Security Number
What is their relationship to you?

SonDaughterNieceNephewSisterBrotherOther
Income Type (check all that apply)

W-21099 (Independent Contractor)Self-EmployedSSIRetirement/Pension income (1099R)Side Hustle (typically cash transactions/payments)UnemploymentOther
Did you receive an IP-PIN from the IRS to use when filing your taxes for 2025? (A 6-digit number from the IRS used to protect your identity when filing your tax return.)

YesNo
Did you pay for child care or a babysitter?

YesNo
Do you have an HSA? (Health Savings Account)

YesNo
Do you pay a mortgage?

YesNo
What is your monthly rent/mortgage amount?
What is the make & model of your vehicle?
Were you enrolled in school in 2025?

YesNo
Are you on disability?

YesNo
Will you be applying for a house in the next year or two?

YesNo
Do you currently owe the IRS for any previous tax year?

YesNo
Do you owe back child support?

YesNo
Are you interested in receiving audit protection included with your tax return?*

YesNo
Are you interested in applying for a refund cash advance?*

YesNo
Did you receive your refund last year?

YesNo
What was your 2025 refund amount?
Upload All Required Identification Documents For You, Dependents (if any), & Spouse (if applicable)

Driver's license, SS cards, etc
Cancelof
Upload Income Documentation (W2, 1099, 1099R, 1098T, 1098E)

PLEASE make sure you have received ALL w2s from ALL employers before submitting.
Cancelof
If self-employed, what is your business description? (babysitter, hair dresser, barber, etc.)
If self-employed, How much income did you make in 2024?
Self Employed/Side Hustle

Please upload ALL expenses for your business for example: supplies, rent, utilities, advertisement, etc
Cancelof
Who referred you?
Would you be willing to refer me?

YesNo

Please give reference of at least two people whom you feel could use my services:

Rows	Full Name	Contact Number
1
2
3
4
5

Security Question
What was the name of your High School?
Signature
Should be Empty:

Client Details:

Spouse

Dependent 1

Dependent 2

Dependent 3

Dependent 4

Dependent 5