Lavish Tax Solutions 2025 Client Intake Form

Lavish Tax Solutions 2025 Client Intake Form

Welcome! Here at Lavish Tax Solutions we value every client. We are committed to providing professional, accurate, and confidential tax services that are all tailored around your needs. By submitting this form, you acknowledge that the information provided is true and complete to the best of your knowledge. You can feel confident knowing your tax matters, are handled with care, integrity, and professionalism.
Filing Status
Which year tax return are you filing?
- Name
  
  First NameLast Name
- Age
- Date of Birth
  
  MonthDayYear
  Date
- Phone Number
  Please enter a valid phone number.Format: (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 totally and permanently disabled?
- Are you legally blind?
- Do you have one or more dependents age 17 and under?
- Do you plan on applying for a taxpayer cash advance loan up to $7000 starting January 2nd?
- Do you pay most of the living expenses at least 6 months or more through the year?
- Name
  
  First NameLast Name
- Age
- Date of Birth
  
  MonthDayYear
  Date
- Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Email
  example@example.com
- Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Occupation
- Are they a full-time student?
- Are they totally and permanently disabled?
- Are they legally blind?
- Choose all that apply
- Do you have any dependants if so, how many?
- Employment Status
- Are you an W2 employee?
- Do you have any self employment income?
- Are you contributing to 401k or other pre-tax account?
- If so, is this your first time opening a pre-tax account?
- Does your dependents have tuition expenses?
- Do you have any expenses for child care?
- Do you have energy star rated improvements to your home?
  
  Other
- Are you currently renting?
- What is the monthly rental amount?
- How long have you lived at the property?
  # of months
- Do you own a 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?
- Do you have a copy of last year tax return?
- Filing your tax return requires taxpayers to have all required documents such as drivers license, social security cards for all applicants, birth certificates for children, and those who are claiming EIC, CTC, ACTC. Additional information may be required if you are not a parent and is claiming a child. This may include a residential lease or a utility bill for those who are claiming relatives. Do you have all required documents?
- Upload a valid ID
  
  Cancelof
- Upload all income documents
  
  Cancelof
- Upload social security cards for all applicants and birth certificates for children
  
  Cancelof
- Upload proof of residence lease or utility bills.
  
  Cancelof
- Are you a victim of identity theft?
- Please fill-up the information within the current year only.
- Additional comments
- - I confirmed that all information I entered here is accurate and true.
  - I allow Lavish Tax Solutions to capture my sensitive data like personal Id, government Id, and other information.
  - I have read the terms and conditions and privacy policy of Lavish Tax Solutions.
  - By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
- Lavish Tax Solutions provides professional tax preparation and related financial services with accuracy, integrity, and discretion. Due to the nature of tax services rendered, all sales are final once services have been initiated or completed and No refunds will be issued for services provided. By engaging with Lavish Tax Solutions, clients acknowledge and agree to these terms. Each client is highly valued, and we take pride in delivering dependable, professional service. You can feel confident knowing you are in capable and trusted hands and that we offersecure and confidential filing.
- Date Signed
  
  MonthDayYear
  Date
- Taxpayer Signature
- Date Signed
  
  MonthDayYear
  Date
- Spouse Signature
- Should be Empty: