• LPS Tax Preparation Client Intake Form

    We’re here to help you make confident, informed financial decisions. By completing this short form, you’re taking the first step toward processing your most current tax return.
  • Filing Status
    • Taxpayer Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Are you a full-time student?
    • Are you totally and permanently disabled?
    • Are you legally blind?
    • Spouse Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Are they a full-time student?
    • Are they totally and permanently disabled?
    • Are they legally blind?
    • Are they your dependent?
    • Dependents 
    • Rows
    • Rows
    • Tax Related Questions 
    • Employment Status
    • Are you contributing to 401k or other pre-tax account?
    • Is this your first time opening a pre-tax account?
    • Please select what state return are you requesting?
    • Does your dependents have tuition expenses?
    • Do you have any expenses for child care?
    • Do you have energy star rated improvements to your home?
    • Are you currently renting?
    • Do you have your own home?
    • Do you have documents that shows you paid for property taxes?
    • Did you sell any stock?
    • Did you take money from your 401?
    • Did you pay your vehicle tax?
    • Do you have mortgage interest?
    • Do you have real estate tax?
    • Did you receive a federal tax last year?
    • Are you a victim of identity theft?
    • Expenses 

    • Please fill-up the information within the current year only.

    • Rows
    • Direct Deposit Information 

    • Bank Name -      
      Account Number -    
      Routing Number -    

    • Acknowledgment & Signature 
      • I confirmed that all information I entered here is accurate and true.

      • I allow Loyalty Professional Services to capture my sensitive data like personal id, government id, and other information.

      • I have read the terms and conditions and privacy policy of Loyalty Professional Service.

      • By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
      • I understand that I am 100% reliable for any payment owed to LPS. 
    • Please submit copies off all required documents from the list below:
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    • Date Signed
       - -
    • Date Signed
       - -
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    • Should be Empty: