2026 Clients-Interview & Quality Review Sheet

2026 Clients-Interview & Quality Review Sheet

Thank you for taking the time to complete your 2026 Client Intake Form. This information is critical to ensure we accurately file your return.
Tax Payer Name

First NameMiddle NameLast NameSuffix
Email
example@example.com
Date of Birth

MonthDayYear
Date
Social Security Number
Occupation
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Tax Filing Status
Did the taxpayer work in 2025?
Tax Payer Photo ID

Cancelof
Tax Payer Social Security Card

Cancelof
Do You Have an IP-PIN issued by the IRS?

YesNo
Are you filing with a spouse?

YesNo
Spouse Name

First NameMiddle NameLast NameSuffix
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Spouse ID

Cancelof
Spouse Social Security Card

Cancelof
Do you have any dependents you will claim on your 2026 tax return?

YesNo
Dependents
Do you have the legal right to claim/ file the dependents you will list on your tax return and agree to submit all required documents to confirm your rights?

YesNoN/A
Dependent 1
Dependent (1) Name as it appears on social security card

First NameMiddle NameLast NameSuffix
Dependent (1) Date of Birth

MonthDayYear
Date
Dependent (1) Social Security Number
Dependent 1 Social Security Card

Cancelof
Relationship
Dependent 2
Dependent (2) Name as it appears on social security card

First NameMiddle NameLast NameSuffix
Dependent ( 2 ) Date Of Birth

MonthDayYear
Date
Dependent (2) Social Security Number
Dependent 2 Social Security Card

Cancelof
Relationship
Dependent 3
Dependent (3) Full name as it appears on social security card

First NameMiddle NameLast NameSuffix
Dependent (3) Date of Birth

MonthDayYear
Date
Dependent 3 Social Security Number
Dependent 3 Social Security Card

Cancelof
Relationship
Dependent 4
Dependent (4) Full name as it appears on social security card

First NameMiddle NameLast NameSuffix
Dependent 4 Date of Birth

MonthDayYear
Date
Dependent 4 Social Security Number
Dependent 4 Social Security Card

Cancelof
Relationship
Did you pay child care expenses for any dependents listed above?

YesNo
Child care receipts

Cancelof
Income Section
W2 forms

Cancelof
Unemployment form (1099-G)

Cancelof
Overtime Income (upload proof of overtime)

Cancelof
Did you or your spouse receive social security benefits in 2025?

YesNo
Upload SSI/SSDI annual benefits in 2025

Cancelof
Are you self employed ?

YesNo
Upload all self-employed documents (1099-NEC, 1099-K, 1099-MISC, etc.), expense reports, profit and loss sheet, bank statements, etc.

Cancelof
Did you buy or sell stocks or crypto?

YesNo
Upload all corresponding tax documents to reflect the buying and selling of stocks and/or crypto

Cancelof
College & other higher education
Did you, your spouse, or any dependents attend college in 2025?

YesNo
Name of person attended college in 2025?

First NameMiddle NameLast NameSuffix
1098-T From College

Cancelof
Marketplace Coverage
Did you, your spouse, or dependents receive health insurance through the Marketplace in 2025 and receive form 1095-A?

YesNo
Upload Form 1095-A Marketplace Statement

Cancelof
Delinquent balance
Do you or your spouse owe any debt, such as to the IRS, student loans, child support, etc.?

YesNo
What amount do you owe & what agency do you owe?
Wrap up
Upload any other tax documents that you have

Cancelof
Would you like to see if you pre-qualify for a SAME DAY advance up to $7,500?

YesNo
If yes, do you want to use direct deposit?
Account Number
Routing Number
Do you have a life insurance policy?

YesNo
Are you interested in getting coverage?

YesNo
Would you like to bundle your tax preparation with a life insurance policy for exclusive savings?

Yes I want to bundle and receive 10% off my Tax Preparation FeeNo I'll keep my services separate
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2026 Clients-Interview & Quality Review Sheet

Dependents

Dependent 1

Dependent 2

Dependent 3

Dependent 4

Income Section

College & other higher education

Marketplace Coverage

Delinquent balance

Wrap up