Tax Preparation Client Intake Form
🚨 The form must be completed in full, including uploading all necessary documents. If any parts are missing, you will need to resubmit. 🚨
Filing Status
*
Single
Head of Household
Married Filing Separate
Married Filing Joint
Qualifying Widower
Preparer Name
*
Please Select
Kalyn Flores
Miranda Calderon
Angelica Rodarte
Christina Martinez
Lisvi Zavaleta Herrera
Brittany Alexander
Bianca Williams
Deanna Griffin
Priscilla Garcia
Olivia Hernandez
Referred By
*
Taxpayer Information
Name
*
First Name
Last Name
Age
*
Date of Birth
*
-
Month
-
Day
Year
Date
Tax Payer Social Security #
*
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Occupation
*
Are you a full-time student?
Yes
No
Are you totally and permanently disabled?
Yes
No
Are you legally blind?
Yes
No
Spouse Information
Name
First Name
Last Name
Age
Date of Birth
-
Month
-
Day
Year
Date
Spouses Social Security #
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Occupation
Are they a full-time student?
Yes
No
Are they totally and permanently disabled?
Yes
No
Are they legally blind?
Yes
No
Are they your dependent?
Yes
No
Dependents
Enter your dependents here
Rows
Name
Date of Birth
Relationship
Social Security Number
1
2
3
4
5
6
How many months did dependent(s) live in your home?
Please Select
1
2
3
4
5
6
7
8
9
10
11
12
Tax Related Questions
Employment Status
*
Employed
Unemployed
Self-employed
Are you contributing to 401k or other pre-tax account?
*
Yes
No
Did you take money from your 401k?
*
Yes
No
Did you have Marketplace heath insurance?
*
Yes
No
Do you or your dependents have tuition expenses?
*
Yes
No
Do you have any expenses for child care?
*
Yes
No
Do you have energy star rated improvements to your home?
*
Windows
Doors
Furnace
Other
Do you have your own home?
*
Yes
No
Do you have documents that shows you paid for property taxes?
*
Yes
No
Do you have any tax forms from stocks Ex: RobinHood, Bitcoin, Coinbase?
*
Yes
No
Do you have mortgage interest?
*
Yes
No
Do you have real estate tax?
*
Yes
No
Are you a victim of identity theft?
*
Yes
No
Apply for Tax Refund Advance of up to $7,000. This would be in advance of your refund that will be paid back once the IRS releases funds.
*
Yes
No
Direct Deposit Information
*
Bank Name
Routing Number
Account Number
Expenses (Self-Employed Only)
Please fill-up the information within the current year only.
General Expenses
Rows
Amount
Contract Labor
Mortgage Interest
Legal & Professional Services
Office Expense
Rent or Lease of Equipment
Repairs & Maintenance
Taxes & Licensing
Meals
Rent/Lease of Property
Uniforms
Advertising
Tax Preparation Fees
Supplies
Utilities
Additional comments
🚨 File Upload - THIS MUST BE COMPLETED!
You must upload all W2, 1099's, Birth Certificates, Socials (including dependents), Valid ID or Driver's License as well as other important tax documents in order for us to process your return.
*
Browse Files
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Acknowledgment & Signature
I confirmed that all information I entered here is accurate and true.
I allow The Tax Empire of Waco to capture my sensitive data like personal id, government id, and other information.
I have read the terms and conditions and privacy policy of The Tax Empire of Waco.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Date Signed
*
-
Month
-
Day
Year
Date
Taxpayer Signature
*
Date Signed
-
Month
-
Day
Year
Date
Spouse Signature
Print
Submit
Submit
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