Tax Preparation Client Intake Form

Tax Preparation Client Intake Form

***48hr Turnaround time***2026
Referred By: First Name Last Name
Filing Status*
Applying for Advance?*
***Advances are not free there is a fee of $80 pre seson (JAN 2 - Opening of the IRS. After the IRS open the fee goes down to $40) These fees can be deducted from your refund. Friendly Reminder if you OWE you do not qualify for the advance and will need to pay your prep fee upfront.

Cut TheCheck TaxPros do not control the amount you may be approved for, that is up to the bank's discretion. Whatever amount you are approved for will be deducted from your refund from whichever deposits first federal or state.
Taxpayer's Information
Name*

First NameLast Name
AGE*
Social Security Number*
DOB*

MonthDayYear
Date of Birth
Phone Number*
Please enter a valid phone numberFormat: (000) 000-0000.
Email*
example@example.com
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Occupation*
Are you a Full-Time student?*
Are you legally blind?*
Spouse Information
Name*

First NameLast Name
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Social Security Number*
Email*
example@example.com
AGE*
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Occupation
Are you a Full-Time student?
Are they totally and permanently disabled?
Are they legally blind?
Are they your dependent?
Dependent Information*

Fill out the entire form

Enter your Dependents here

Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?*

Taxpayer's Information