Client Intake Form
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  • Tax Application

    Right Track Tax Group New Client Tax Application
  • Format: (000) 000-0000.
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  • Did you file your taxes in 2025 (for tax year 2024)?*
  • What is your filing status?*
  • What tax year(s) are you filing?*
  • What is your current employment status?*
  • What types of income did you have in the last tax year? (Select all that apply)*
  • Do you own a business or have self-employment income?*
  • Did you purchase a home within the tax years you are filing?*
  • Do you or have you ever received Marketplace Health Insurance (obamacare)?*
  • Have you ever experienced identity theft?*
  • Are you a college student?*
  • Did you buy a vehicle in 2025?*
  • Did you do overtime or receive tips in 2025?*
  • Are you applying for a cash advance?*
  • Should be Empty: