Tax Client Intake Form
Please fill in this form below. Contact your tax professional if you have any questions.
Tax Year
*
Please Select
2025
2024
2023
Filing Status
*
Head of Household
Single
Married Filing Jointly
Married Filing Separately
Surviving Spouse With Dependent
Your Full Name:
*
First Name
Last Name
Your Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Your Email
*
example@example.com
Tax Payer’s SSN
*
Tax Payer’s Date of Birth
*
/
Month
/
Day
Year
Date
Taxpayer’s Home Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Spouse Information (If Married Filing Jointly):
Spouse First and Last Name
Spouse Occupation
Spouse SSN
Spouse Date of Birth
Spouse Phone Number
Dependent # 1 Information
First & Last Name
Date of Birth
SSN
Relationship
Dependent # 2 Information
First & Last Name
Date of Birth
SSN
Relationship
Dependent # 3 Information
First & Last Name
Date of Birth
SSN
Relationship
Please Upload Your Government Issued ID (Add Spouse’s if Applicable)
*
Browse Files
Drag and drop files here
Choose a file
You can upload multiple files here!
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of
Please upload your W2s if applicable.
Browse Files
Drag and drop files here
Choose a file
You can upload multiple files here!
Cancel
of
If filing Head of Household filing status, please insert supporting documents.
Browse Files
Drag and drop files here
Choose a file
Utility bill, school or medical documents, lease etc.
Cancel
of
Are you a college student?
*
Yes
No
If so, please upload your 1098-T form.
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Were you referred by anyone? If so, please list their name.
*
Please include your referee’s first and last name. No nicknames.
Please enter the name of your tax professional.
*
Please include your tax professional’s first and last name. No nicknames.
Type a question
*
By checking this box and providing your E-signature, you indicate that you agree to the terms and conditions of this document. Upon providing your signature, you authorize your Tax professional to prepare your taxes for the tax year that you selected above, and to transmit it to the IRS. You agree that any and all information entered on this form is true and correct, and is your own information as Federal Law Requires signature consent from all Taxpayers before a tax return is completed.
Signature
*
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