Tax Preparation Client Intake Form 2026

Tax Preparation Engagement Letter

This letter confirms our understanding of the terms of our engagement and outlines the nature and scope of the tax preparation services we will provide.

Scope of Services
Based on the information you provide, we will prepare your federal and applicable state income tax returns for the tax year(s) you authorize. Our services are limited to tax return preparation and do not include financial audits, reviews, or assurance services.

If necessary, we may provide limited bookkeeping or accounting assistance solely to support the preparation of your tax return. Any such services are outside the scope of standard tax preparation and will be billed separately.

If required, we may prepare estimated tax vouchers for future periods based on the information available at the time. You agree to notify us promptly of any significant changes to your income, withholding, or financial situation that may affect these estimates.

Client Responsibilities
You are responsible for providing complete, accurate, and timely information necessary for the preparation of your tax returns. We will rely entirely on the information you furnish and will not audit, verify, or independently confirm its accuracy, although we may request clarification if needed.

You agree to retain all supporting documentation, including receipts, canceled checks, bank statements, and other records substantiating income, deductions, credits, and expenses. These records may be required in the event of an inquiry, examination, or audit by a taxing authority.

You have the final responsibility for the accuracy of your tax returns and agree to carefully review all returns before signing or authorizing submission.

Professional Standards & Judgment
Our services do not include procedures designed to detect fraud, defalcations, or other irregularities. We will use professional judgment in resolving tax matters where the law is unclear or subject to differing interpretations. Unless you instruct us otherwise, we will apply positions that are supportable and favorable to you under applicable tax law.

Examinations & Representation
Tax returns may be selected for review or examination by federal or state taxing authorities. Any proposed adjustments are subject to appeal rights.

Upon request, we may assist with audit representation or review of examination findings. These services are not included in tax preparation fees and will be billed separately based on time and expenses incurred.

Fees & Payment Terms
Fees for tax preparation services are based on the complexity of the return, required forms, and time involved, in accordance with our current fee schedule or standard billing rates. All invoices are due upon presentation.

All fees are non-refundable once a tax return has been prepared and submitted.

Limitation of Responsibility
By signing this agreement, you acknowledge that we are not responsible for penalties, interest, or consequences resulting from inaccurate, incomplete, or misleading information provided by you. You remain fully responsible for all representations made on your tax returns.

Authorization
By signing below, you authorize Moore Tax Solutions to prepare and submit your tax return(s) and all related forms based on the information you provide.

If you expect us to prepare additional returns (such as amended, gift, or property tax returns), please note this below your signature.

We appreciate the opportunity to work with you and look forward to assisting you with your tax preparation needs.
Taxpayer's Signature
Spouse's Signature
Date

MonthDayYear
Date

Client Intake

This form allows us to complete your tax return. Please verify your spelling and correction of your entry.
Thank you for taking the time to complete your Client Intake Form. This information is critical to ensure your tax return is filed accurately. Please take your time and review all information before you submit. Please note that if documents are missing or information is incorrect this will result in a delay in processing your return.

Please complete this form in its ENTIRETY and click SUBMIT when finished.

Please wait until you have ALL of your documents before submitting this form.

Note: If you are claiming any dependents, be sure to upload their SS CARDS, BIRTH CERTIFICATES, and all items that show their address is the same as yours. (e.g. school records, medical records, doctor bills, Medicaid Statement, Social Services Records, or anything that shows your child's name and current address).

Please notify the Tax Preparer if you owe any of the following: IRS, Child Support, or Student Loans.
Requested Tax Preparer
Type of Client
What tax year are you filing?
If you are filing multiple years, you must complete a separate form for each year.
- Filing Status
- If married, were you married on the last day of the year
- Did you and your spouse live apart all of the last 6 months of the year
- Date your Divorce was final
  
  MonthDayYear
  Date
- Date your legal separation was approved?
  
  MonthDayYear
  Date
- Year of spouse's Death
- Social Security Number
  xxxxxxxxx
- Name
  
  First NameMiddle NameLast NameSuffix
- Date of Birth
  
  MonthDayYear
  Date
- Occupation
- Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Email
  example@example.com
- Spouse's Social Security Number
  xxxxxxxxx
- Spouse's Name
  
  First NameMiddle NameLast NameSuffix
- Spouse's Date of Birth
  
  MonthDayYear
  Date
- Spouse's Occupation
- Spouse's Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Spouse's Email
  example@example.com
- Did you or your spouse live or work in two or more states
- If you are your spouse lived in more than one state, please list the states.
- Can anyone claim you on their tax return
- Were you a U.S. Citizen
- Were you in the U.S. on a Visa
- Were you a Full-Time Student
- Were you Legally Blind
- Were you Totally and Permanently Disabled
- Were you a Holder of any Digital Assets
- Were you issued an Identity Protection PIN (IP-PIN)
- IP-PIN
- Can anyone claim your spouse on their tax return
- Was your Spouse a U.S. Citizen
- Was your Spouse in the U.S. on a Visa
- Was your Spouse a Full-Time Student
- Was your Spouse Legally Blind
- Was your Spouse Totally and Permanently Disabled
- Was your Spouse a holder of any Digital Assets
- Was your Spouse issued an Identity Protection PIN (IP-PIN)
- Spouse's IP-PIN
- Taxpayer's/Spouse's Driver's License/ State ID and Social Security Card (Stand directly over the item on a flat surface and zoom in for a clear shot)
  
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- Provide the following documents as proof of Residency Lease, School Records, Utility bill, Letter from Clergy, Rental Receipts, Housing Assistance document, Medical Records.
  
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- List the names of all the dependents that you claim for tax purposes that lived with you last year (excepts your spouse) And anyone you supported but did not live with you last year.
- Do you have dependents to claim?
- Number of Dependent
- Dependent 1
  
  First NameMiddle NameLast Name
- Social Security Number
- Date of Birth
  
  MonthDayYear
  Date
- Relationship
- Number of months lived in your home
- Single or Married
- U.S. Citizen
- Resident of U.S., Canada or Mexico
- Full-time College Student
- Totally and Permanently Disabled
- IRS issued IP-PIN
- Is this person a qualifying child/relative of any other person?
- Did this person provide more than 50% of their own support?
- Did this person have less than $5200 of income?
- Did the taxpayer(s) provide more than 50% of support for this person
- Did the taxpayer(s) pay more than half the cost of maintaining a home for this person
- Dependent 2
  
  First NameMiddle NameLast Name
- Social Security Number
- Date of Birth
  
  MonthDayYear
  Date
- Relationship
- Number of months lived in your home
- Single or Married
- U.S. Citizen
- Resident of U.S., Canada or Mexico
- Full-time College Student
- Totally and Permanently Disabled
- IRS issued IP-PIN
- Is this person a qualifying child/relative of any other person?
- Did this person provide more than 50% of their own support?
- Did this person have less than $5200 of income?
- Did the taxpayer(s) provide more than 50% of support for this person
- Did the taxpayer(s) pay more than half the cost of maintaining a home for this person
- Dependent 3
  
  First NameMiddle NameLast Name
- Social Security Number
- Date of Birth
  
  MonthDayYear
  Date
- Relationship
- Number of months lived in your home
- Single or Married
- U.S. Citizen
- Resident of U.S., Canada or Mexico
- Full-time College Student
- Totally and Permanently Disabled
- IRS issued IP-PIN
- Is this person a qualifying child/relative of any other person?
- Did this person provide more than 50% of their own support?
- Did this person have less than $5200 of income?
- Did the taxpayer(s) provide more than 50% of support for this person
- Did the taxpayer(s) pay more than half the cost of maintaining a home for this person
- Dependent 4
  
  First NameMiddle NameLast Name
- Social Security Number
- Date of Birth
  
  MonthDayYear
  Date
- Relationship
- Number of months lived in your home
- Single or Married
- U.S. Citizen
- Resident of U.S., Canada or Mexico
- Full-time College Student
- Totally and Permanently Disabled
- IRS issued IP-PIN
- Is this person a qualifying child/relative of any other person?
- Did this person provide more than 50% of their own support?
- Did this person have less than $5200 of income?
- Did the taxpayer(s) provide more than 50% of support for this person
- Did the taxpayer(s) pay more than half the cost of maintaining a home for this person
- Dependent 5
  
  First NameMiddle NameLast Name
- Social Security Number
- Date of Birth
  
  MonthDayYear
  Date
- Relationship
- Number of months lived in your home
- Single or Married
- U.S. Citizen
- Resident of U.S., Canada or Mexico
- Full-time College Student
- Totally and Permanently Disabled
- IRS issued IP-PIN
- Is this person a qualifying child/relative of any other person?
- Did this person provide more than 50% of their own support?
- Did this person have less than $5200 of income?
- Did the taxpayer(s) provide more than 50% of support for this person
- Did the taxpayer(s) pay more than half the cost of maintaining a home for this person
- Upload Dependent/s Birth Certificates and Social Security Card/s
  
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- Please select all that apply
- How many jobs?
- Did you report a loss on last year's return from the sale of stocks, bonds or real estate?
- Did you report a loss on last year's return from payments for contract or self-employment work?
- Upload Income Documents such as W2's 1099 INT, 1099 DIV, 1099-NEC, 1099-G. (Stand directly over the item on a flat surface and zoom in for a clear shot.)
  
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- Please select all that apply
- Upload Expense Documents such as 1098, 1098-E, Childcare Letter, 1098-T, 1099-S, 1095-A, 1099-C, 1099-A. (Stand directly over the item on a flat surface and zoom in for a clear shot.)
  
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- Refunds are generally issued by the IRS within approximately 21 calendar days after your return is accepted electronically. However, refunds that include certain credit, such as the Earned Income Tax Credit (EITC) or Additional Child Tax Credit (ACTC), are subject to the Protecting Americans from Tax Hikes (PATH) Act and may be delayed.
  
  Under the PATH Act, the IRS is required to hold refunds that include these credits until mid-February or later, regardless of when the return is filed. Additional processing time may apply before funds are released.
  
  If you choose a Refund Transfer option, applicable tax preparation or filing fees will be deducted from your refund. Returns requesting direct deposit from the IRS require payment of all fees upfront prior to transmission.
  
  If applicable, refund checks will be available for pickup at our office, and debit cards will be issued through our office.
- How do you want your refund?
- If you select direct deposit (Refund Transfer or E-file), please provide your banking information below:
- Type of Account
- Bank Name
- Routing Number
- Re-enter Routing Number
- Account Number
- Re-enter Account Number
- Voided Check / Bank Account Verification Letter (this is to ensure we have the correct account information)
  
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- If you have a balance due, how would you like to make you payment?
- Type of Account
- Bank Name
- Routing Number
- Re-enter Routing Number
- Account Number
- Re-enter Account Number
- Voided Check / Bank Account Verification Letter (this is to ensure we have the correct account information)
  
  Cancelof
- What day of the month would you like to make your payment (example 1st, 15th, 20th), this is the day the payment will come out every month (if approved).
- How much would you like to pay?
- How many people live with you? Please list the number of adults and children
- Did anyone else help support you during the year?
- If yes, who, and by how much.
- Are any of the dependents listed on this return not your biological son or daughter? If yes, why are the parents not claiming the child? (Please explain and list the child’s name(s) if more than one listed on the return). If this does not apply, please type "Not Applicable."
- In the case of audit can you prove financial responsibility and residency for any of the Dependents being claimed? Which document(s) can you provide? (i.e. copy of lease, medical records, school records, food stamps or benefit statements.) If this does not apply, please type "Not Applicable."
- In the case of audit can you prove financial responsibility and residency for any of the Dependents being claimed? Which document(s) can you provide? (i.e. copy of lease, medical records, school records, food stamps or benefit statements). If this does not apply, please type "Not Applicable."
- Are any of the dependents being claimed disabled? Please list the nature of the disability. Does the dependent receive Social Security benefits? If so, what type? If this does not apply, please type "Not Applicable."
- Have any credits been disallowed in a previous year? Please explain.
- By signing below, I hereby certify the information given above is true and correct to the best of my knowledge. I have been informed if the information provided to preparer is incorrect the audit, fines, and penalties. associated.
- Date
  
  MonthDayYear
  Date of signature
- If yes, please complete the information below for ALL businesses.
  
  Fill out COMPLETLEY or mark "N/A." DO NOT leave blank.
  
  If you have additional businesses to report, please download the form for completion, and submit them using the "Additional Documentation" section on our website. Schedule C Due Diligence
- Taxpayer Name
- Business Name (if any)
- Business EIN
- Business Address
- Date Business Started
- Total Sales and Services
- 1099 Income
- Advertising
- Auto Expenses
- Commissions
- Depletion
- Mortgage Interest
- Rent (Vehicles)
- Rent (Machinery)
- Office Expenses
- Repairs
- Supplies
- Taxes & Licenses
- Travel
- Meals
- Utilities
- Legal/ Professionals
- Other
- Calculation
- If you do not have any business expenses, please explain why?
- Please attach any other supporting document(s) if available
  
  Cancelof
- Date of signature
  
  MonthDayYear
  Date
- Taxpayer has provided all answers to the above questions to be true and correct to the best of the taxpayer's knowledge.
- I First Name Last Name was a student during the Year school year, and attended Name of School . I certify that all of the information found on this form is true and to the best of my knowledge. I understand it is my responsibility to have all valid documents and or receipts, as required to apply for any type of school credit. Below is a recap of all information, status, and expenses I have encountered.
- My school status:
- I receive a 1098-T form.
- Educational Expenses
- Tuition
- Room & Boarding
- Books
- Supplies (on campus)
- Supplies (off campus)
- Other expenses
- Total
- By signing below, I certify all information is true, valid, and to the best of my knowledge. I accept full responsibility of the statements mentioned above. Any and all disputes regarding this matter shall be forwarded to me with the information found on my tax return forms.
- Full Name
- Date of signature
  
  MonthDayYear
  Date
- Taxpayer Name
  
  First NameLast Name
- Monthly Income
  Please do not count any money received under any governmental/public assistance/welfare/SNAP (food stamps) in the amount that you paid. But include costs paid with the public assistance in the total cost.
- Taxpayer has provided all answers to the above questions to be true and correct to the best of the taxpayer’s knowledge. Taxpayer has been informed that claiming a dependent for HOH or other can result in an audit, fines, and penalties if information provided to a prepare is incorrect.
- Date
  
  MonthDayYear
  Date
- NON-STANDARD DEPENDENTS
  
  Grandchild, niece, nephew, stepchild, foster child, etc.
- Name of child?
- Why aren't parents claiming child?
- How long has child lived with you?
- Did parent send funds to help support?
- Do you have court documentation of custody?
- Do you have document proving relationship to child?
- NON-STANDARD DEPENDENTS
  
  Adults
- Name of dependent?
- Why are they not filing their own return?
- Where do they live?
- Is dependent disabled?
- By signing below, I hereby certify the information given above is true and accurate to the best of my knowledge.
- Where you referred by someone?
- Who referred you?
- Please sign below if you authorize Moore Tax Solutions to process your tax return and all related forms. Understand that Moore Tax Solutions holds no responsibility for any misrepresentation or false claims based on the information you submitted. The Taxpayer/s is fully responsible for the accuracy of this information.
- Taxpayer's Signature
- Spouse's Signature
- Date
  
  MonthDayYear
  Date
- Should be Empty: