Pettiford Tax Services

Pettiford Tax Services

1400 N Peterson Ave STE 7 Douglas GA 31533
New & Returning Client Tax Intake Form

Thank you for choosing Pettiford Tax Services. Please complete this intake form as accurately as possible. This information allows us to prepare your tax return efficiently and in compliance with IRS guidelines. All information is kept confidential.
Section 1: Client Status
Are you a new or returning client?
Section 2: Client Information
Taxpayer Full Legal Name

First NameLast Name
Were You Issued an IP PIN? Enter Here:
Social Security Number
Date of Birth

MonthDayYear
Date
Primary Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Preferred Method of Contact
Physical Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Filing Status
Section 3: Spouse Information (If Applicable)
Spouse Full Legal Name

First NameLast Name
Spouse Social Security Number
Spouse Date of Birth

MonthDayYear
Date
Section 4: Dependents
Dependent Information
Dependent Information
Dependent Information
Section 5: Refund Advantage Loan
Are You Applying For The Refund Advantage Loan?
Loan Amount Requested
Section 6: Appointments
Would You Like To Schedule An Appointment?
Section 7: Refund/Payment Information
Refund Preference
Bank Name
Routing Number
Account Number
Account Type
Section 8: Document Upload
Upload Tax Documents (PICTURE IDENTIFICATION REQUIRED)

Cancelof
Section 9: Authorization & Signature
I certify that the information provided is true and complete to the best of my knowledge. I authorize Pettiford Tax Services to prepare and electronically file my tax return.
Client Signature
Spouse Signature (If Applicable)
Date

MonthDayYear
Date
Referred By: First Name Last Name
Should be Empty:

Pettiford Tax Services

New & Returning Client Tax Intake Form

Section 1: Client Status

Section 2: Client Information

Section 3: Spouse Information (If Applicable)

Section 4: Dependents

Section 5: Refund Advantage Loan

Section 6: Appointments

Section 7: Refund/Payment Information

Section 8: Document Upload

Section 9: Authorization & Signature