• Saks Client Intake Form Thank you for taking the time to complete our tax intake form. For our new clients, this information is critical to ensure an accurate filing of your tax returns. For our existing clients, while we may have some of this information from past engagements, we kindly request you provide it again so we can make sure our records are 100% accurate and up to date. ***YOU MUST HIT SUBMIT AND GET THE COMPLETED MESSAGE OR THE FORM WILL NOT GO THROUGH!!
  • Are you self-employed? [*All Self Employed Individuals MUST also complete the Business Income & Expense Organizer]
  • Taxpayer Date of Birth*(required)*
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  • Format: (000) 000-0000.
  • Do you have a copy of your prior year (2024) tax return?*
  • Filing Status*
  • Can another taxpayer claim you as a dependent on their tax return?
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  • Did you work in 2025?
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  • Did you drive for Uber, Lyft, UberEats, InstaCart, etc. in 2025?
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  • Did you pay half the expenses of maintaining your residence for the entire year?
  • Will you be filing a tax return with your Spouse?
  • Spouse Date of Birth
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  • Format: (000) 000-0000.
  • Were you issued an Identity Protection PIN(IP PIN) by the IRS
  • Can another taxpayer claim you as a dependent on their tax return?
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  • Did the Spouse work in 2025?
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  • Did your spouse drive for Uber, Lyft, UberEats, InstaCart, etc. in 2025?
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  • Did you and your spouse live apart during the year?
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  • How many dependents will you claim on your 2025 tax return?
  • Dependent (1) Date of Birth
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  • Is Dependent (1) your biological child?
  • Was Dependent (1) claimed on your tax return last year?
  • Can anyone else claim dependent (1) on their tax return?
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  • Dependent (2) Date of Birth
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  • Is Dependent (2) your biological child?
  • Was Dependent (2) claimed on your tax return last year?
  • Can anyone else claim dependent (2) on their tax return?
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  • Dependent (3) Date of Birth
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  • Is Dependent (3) your biological child?
  • Was Dependent (3) claimed on your tax return last year?
  • Can anyone else claim dependent (3) on their tax return?
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  • Did you pay any child care expenses for any dependents listed above?
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  • Did you, your spouse or any dependents attend college in 2025?
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  • Did the student attend college at least half time?
  • Did you, your spouse or dependents receive health insurance through the Marketplace in 2025 and receive Form 1095-A?
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  • Did you or your spouse withdraw money from their 401k in 2025?
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  • Did you or your spouse receive unemployment benefits in 2025?
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  • If you own your home, have you received form 1098 from your mortgage lender?
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  • Did you or your spouse make payments on your student loans in 2025?
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  • Did you or your spouse pay any medical or dental expenses in 2025? (This does not include insurance premiums)
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  • Do you and your spouse understand and agree to the fees for Saks Tax Solutions preparing your Federal/​State income tax return?*
  • I confirm that all information I entered here is accurate and true.I allow you to capture my sensitive data like personal ID, government ID, Social Security Number (SSN), and other information.I have read the terms and conditions and privacy policy.By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.Consent To File Tax Return ElectronicallyWe are in the process of completing your tax return and are preparing it to transmit it to the IRS. Because we are virtually preparing your tax return and before we can transmit your tax return, we will need permission from you to electronically sign your tax return.To grant us permission purpose, please sign belowOnce we received your authorization, we will complete your tax return and provide you copies of your signed and completed tax return.Insert and format text, links, and images here.CONSENT FOR PAYMENT We here at Saks Tax Solutions value the relationship we have with all of our clients. We are in the business to provide you with the absolute best service you can have. With saying that, we would like to remind you that we are providing you a service NOT a refund. You as a taxpayer have the choice to pay your tax preparation fees by one of the following: cash, check, money order, credit card, or directly from your refund*. *If you choose to have the tax preparation fees taken from your refund and for whatever reason your taxes are intercepted, YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES!  Please contact us immediately at our office for payment or payment arrangements. By signing your return you are agreeing to pay the preparation fees regardless if your refund was received or not. After 30 days from the date the refund was scheduled to arrive if no payment or payment arrangement is made, we will be forced to put your account into collections and/​or debit your bank account. If you choose to not file your tax return with our office, YOU ARE STILL RESPONSIBLE FOR THE PREPARATION FEE! We hope we never have to go this route, so please keep open communication with us so we can work with you!

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