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  • 2025-2026 Tax Client Intake Form

    We appreciate you trusting JACKS' TAX FINANCIAL SERVICES with your tax filing! To get started, please fill out the intake form with as much detail as you can. If you have any questions or need help along the way, dont hesitate to reach out email us at JACKSTAX.PREP@GMAIL.COM
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  • Filing Status*
    • Taxpayer Information 
    • Date of Birth*
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    • Format: (000) 000-0000.
    • Select All That Apply*
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    • Spouse Information 
    • Date of Birth
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    • Format: (000) 000-0000.
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    • Dependents 
    • Dependent (1) Date of Birth
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    • Dependent (2) Date of Birth
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    • Dependent (3) Date of Birth
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    • Rows
    • Tax Related Questions 
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    • Do you have any expenses for child care?
    • Format: (000) 000-0000.
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    • Do you own your home?
    • Do you have documents that show you paid for property taxes?
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    • Select All That Apply
    • Are you interested in credit repair?
    • Income 
    • Did you receive any W2's?
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    • Self Employment 
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    • Are you interested in a loan?*
    • If YES, pick from the following options.
    • Expenses 
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    • Acknowledgment & Signature 

    • By signing this form, I acknowledge and confirm the following:

       

      Accuracy of Information: I have provided accurate, complete, and truthful information to the best of my knowledge. I understand that it is my responsibility to ensure the accuracy of the details I have provided in this form and any supporting documents.


      Tax Preparation Services: I understand that the tax preparation services being provided by JACKS TAX FINANCIAL SERVICES are for the purpose of assisting me in preparing and filing my federal, state, and local tax returns. I agree to cooperate fully with the tax preparer and provide all necessary documentation.


      Tax Liability: I understand that it is my responsibility to pay any taxes owed to the IRS or state taxing authorities. I acknowledge that the tax preparer cannot guarantee any specific tax outcomes or refunds.


      Electronic Filing: I consent to the electronic filing of my tax return, if applicable, and understand that I will receive an electronic copy of my tax return and supporting documents.


      Fees and Payments: I acknowledge that I am responsible for paying any agreed-upon fees for tax preparation services, which may include preparation fees, filing fees, and other charges associated with the preparation of my tax return.


      IRS Communication: I authorize JACKS TAX FINANCIAL SERVICES to communicate with the IRS or state tax authorities on my behalf regarding the preparation and submission of my tax return, if necessary.


      Retention of Documents: I understand that my tax documents may be retained for the duration required by law and that I can request copies of my tax return or any related documents at any time.

    • Date Signed*
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    • Date Signed
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