Tax Client Intake Form

Tax Client Intake Form

Please complete this form to provide the necessary information for your tax preparation. Upload required documents and answer all questions accurately.
- Taypayer's Full Name*
  
  First NameLast Name
- Taxpayer's Occupation*
- Taxpayer's Date of Birth*
  
  MonthDayYear
  Date
- Taxpayer's Social Security Number*
- Taxpayer's Email Address*
  example@example.com
- Taxpayer's Phone Number*
  
  Area CodePhone Number
- Taxpayer's Address*
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Filing Status*
- YesNo
- Upload Proof of Identification (e.g., driver's license, state ID)*
  
  Browse Files
  
  Cancelof
- Upload Social Security Card*
  
  Browse Files
  
  Cancelof
- Upload Proof of Residency (e.g., utility bill, lease agreement)*
  
  Browse Files
  
  Cancelof
- Spouse's Full Name
  
  First NameLast Name
- Spouse's Occupation
- Spouse's Date of Birth
  
  MonthDayYear
  Date
- Spouse's Social Security Number
- Spouse's Email Address
  example@example.com
- Spouse's Phone Number
  
  Area CodePhone Number
- Spouse's Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- List your dependents and their relationship to you.
- Upload Dependent(s) Birth Certificate
  
  Browse Files
  
  Cancelof
- Upload Dependent(s) Social Security Card
  
  Browse Files
  
  Cancelof
- Yes, upload end of year childcare expense summary.No.
- Childcare Expenses
  
  Browse Files
  
  Cancelof
- Wages (W-2)Self-Employment (1099)Unemployment BenefitsInterest/DividendsRetirement IncomeSocial Security BenefitsOther
- Upload income documents (W-2, 1099, etc.)
  
  Browse Files
  
  Cancelof
- Medical ExpensesCharitable DonationsMortgage InterestProperty TaxesStudent Loan InterestChildcare ExpensesEducational ExpensesOtherNone
- Upload documentation for deductible expenses
  
  Browse Files
  
  Cancelof
- Yes. Upload 1098-T formNo.
- Yes, upload 1098-E form.No.
- Upload Education forms (1098-T, 1098-E)
  
  Browse Files
  
  Cancelof
- Yes, upload form 1095-A.No.
- Upload form 1095-A
  
  Browse Files
  
  Cancelof
- Do you owe the IRS back taxes? If yes, how much?*
- How did you hear about us?*
- Is there any other information you would like to share with us?
- Chankeydria JacksonJontora DanielsKhadijah MuhammadKiara KeeleyMonica SlayRenita SlappeyStevens Jean-Philippe
- Preferred Method of Contact?*
- For Direct Deposit of Refund
- Yes, I would like to participate in Fast Foward and agree to pay the $25 fee.No, I do not want to participate in Fast Forward.
- Direct Deposit & Payment Authorization
  
  By providing your direct deposit and banking information, you authorize I Do Taxes Right to securely store this information in an encrypted vault for future use. This information will remain on file and may be used to process payment for tax preparation fees. If your tax return is not funded or if the full amount of the tax preparation fee is not paid, you authorize us to charge or automatically debit your account for the outstanding balance.
- Processing Fee Authorization
  
  By submitting this Client Intake Form, you acknowledge and agree that once your tax return has been prepared and the results have been shared with you, a $75 tax processing fee per tax return will apply if you choose not to proceed with filing your tax return with I Do Taxes Right. By signing below, you authorize I Do Taxes Right to automatically debit the $75 tax processing fee per tax return from the payment method listed on this intake form.
- Yes.No.
- Name and Identity Protection Pin
- Yes, I would like to enroll for $79.95.No, I am not interested.
- Yes, I would like to enroll for $59.99.No, I am not interested.
- TaxPayer's Signature*
- Date*
  
  MonthDayYear
  Date
- Spouse's Signature
- Date
  
  MonthDayYear
  Date
- Should be Empty:

Tax Client Intake Form

List your dependents and their relationship to you.