Return Wise Client Intake Form

Thank you choosing, trusting and allowing ReturnWise Tax Strategists to assist you with your tax preparation. I really appreciate your business and look forward to working with you. I am offering some wonderful incentives this year. You will receive $50 for each customer you refer to me this tax season! I can guarantee maximum refunds!! If you have any questions feel free reach out to returnwise1040@gmail.com

Click the link below to download the TaxesToGo app to enter your personal information, dependents and upload your W-2s, 1099's and any other income verification.

RETURN WISE TAXES TO GO APP

Client Details:

Please fill out and answer the following questions below. If you downloaded the app and entered your personal information, dependent information and uploaded your forms, please skip over those fields.

Full Name

First NameLast Name

Date of birth

SSN

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Phone Number

Area CodePhone Number

E-mail

example@example.com

If married, Spouse’s name

Spouse’s SSN

Spouse’s date of birth

Do you have an IP PIN?

This is an identity pin assigned to you by the IRS to prevent fraudulent filing

Filing Status

Do you have any dependents?

If yes, what is the relationship?

Please list each dependent’s information below. Please double check and make sure the information is entered correctly.

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Do you pay for a babysitter, child care or after school care?

Please upload ALL required identification documents for you, dependents (if any) & spouse (if applicable)

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Driver’s License/State ID, Social Security card, etc.

What type of income do you have?

If self employed/side hustle, what is your business description? (babysitter, hair dresser, barber, lash tech and etc). If not applicable, please enter N/A in the box below

How much income did you make being self-employed/side hustle? If not applicable, please enter N/A in the box below

Please upload income documentation (W-2, 1099, 1099R, etc.)

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PLEASE make sure you have received ALL of your W-2s from all employers before submitting

Self-employed/Side hustle

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Please upload ALL expenses for your business for example: supplies, rent, utilities, advertisement, etc

Do you own any rental properties?

Do you pay mortgage or rent?

How much do you pay monthly for rent or mortgage?

Please upload 1098T, 1098E, 1098 Mortgage Interest form)

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If renting, please provide your landlord name and address

Will you be applying for a house in the next year or two?

Were you enrolled in school in 2025?

Are you on Disability?

Are you currently going through bankruptcy?

Do you currently owe the IRS for any previous tax year?

Do you owe back child support?

Did you receive your refund last year?

What was your refund amount for 2025?

Do you want to apply for a cash advance?

Do you want to take advantage of audit protection for a one time fee of $79? This fee will be deducted from your refund.

Signature

Please list up to 5 people that you feel could use my services.

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