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.
Personal Information
Full Name
*
First Name
Last Name
Date of Birth
*
-
Month
-
Day
Year
Date
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Residential Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Upload Proof of Identification (e.g., driver's license, state ID)
*
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of
Upload Social Security Card
*
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Take Photo
Filing Information
Spouse Name
First Name
Last Name
Spouse Date of Birth
-
Month
-
Day
Year
Date
Spouse Email
example@example.com
Spouse Number
Please enter a valid phone number.
Format: (000) 000-0000.
Spouse Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Filing Status
*
Please Select
Single
Married Filing Jointly
Married Filing Seperately
Head Of Household
Qualifying Widow(er)
Did you File a tax return last year?
*
Yes
No
Were you audited last 2 tax season?
*
Yes
No
Dependent's Information
List your dependents and their relationship to you
Dependent's Full Name
Relationship
Please Select
Child
Step Child
Foster Child
Sibling
Parent
Niece
Nephew
Other
Dependent's Date Of Birth
-
Month
-
Day
Year
Date
Dependent's Social Security Card
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of
List your dependents and their relationship to you
Dependent's Full Name
Relationship
Please Select
Child
Step Child
Foster Child
Sibling
Parent
Niece
Nephew
Other
Dependent's Date Of Birth
-
Month
-
Day
Year
Date
File Upload
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Drag and drop files here
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of
List your dependents and their relationship to you
Dependent's Full Name
Relationship
Please Select
Child
Step Child
Foster Child
Sibling
Parent
Niece
Nephew
Other
Dependent's Date Of Birth
-
Month
-
Day
Year
Date
File Upload
Browse Files
Drag and drop files here
Choose a file
Cancel
of
List your dependents and their relationship to you
Dependent's Full Name
Relationship
Please Select
Child
Step Child
Foster Child
Sibling
Parent
Niece
Nephew
Other
Dependent's Date Of Birth
-
Month
-
Day
Year
Date
File Upload
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of
additiional dependent information
File Upload
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of
Income Information
Select all sources of income you received this year
*
Wages (W-2)
Self- Employment Income (1099)
Unemployment Benefits
Interest/Dividends
Retirement Income
Social Security Benefits
Other
Upload income documents (W-2, 1099, etc.)
*
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of
Expenses and Deductions
Select deductible expenses you had this year
Medical Expenses
Charitable Donations
Mortage Interest
Property Tax
Student Loan Interest
Childcare Expense
Educational Expense
Other
Upload documentation for deductible expenses
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Educational Information
Did you or any dependents pay/ attend higher education (college, university, etc.) this year?
Yes
No
Upload 1098T
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Additional Information
If another tax company filed your last year return, please attach it below if you are able.
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Any other Information?
File Upload
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Other Information
Examples of other income sources include 1099R, self-employment income from CashApp, Apple Pay, PayPal, Venmo, etc.
Upload Other Information Documents
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Preferred method of contact
Please Select
Phone
Email
Text
Is there any other information you would like to share with us?
Submit
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