Tax Intake Form

Tax Intake Form

Thank you for taking time to complete the Client Tax Intake Form. This questionnaire may take you up to 20 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form.
IMPORTANT: AFTER THE COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM, IT MUST BE CLICKED THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM MUST BE CLICKED TO SEND THIS INFORMATION TO THE OFFICE. IT SHOULD BE NOTED THAT AFTER CLICKING THE SUBMIT BUTTON, THE CONFIRMATION EMAIL WILL BE SENT.
Section A: Client Information
Choose Yor Tax Filing Year*
Full Legal Name*

First NameMiddle NameLast Name
SSN/ITIN*
Date of Birth*
Filing Status*
Current Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Preferred Contact Method*

EmailPhoneBoth
Section B: Spouse Information
Spouse Full Legal Name

First NameMiddle NameLast Name
Spouse SSN
Spouse Date of Birth
Spouse's Email
Spouse's Phone Number
Did Spouse Have Income This Year?

YesNo
Section C: Dependents
Do you have dependents?*

YesNo
Number of Dependents

123456
Dependent Full Legal Name-1

First NameMiddle NameLast Name
SSN
Date of Birth
Relationship
Months Lived With You (1-12)
Dependent Full Legal Name-2

First NameMiddle NameLast Name
SSN
Date of Birth
Relationship
Months Lived With You (1-12)
Dependent Full Legal Name-3

First NameMiddle NameLast Name
SSN
Date of Birth
Relationship
Months Lived With You (1-12)
Dependent Full Legal Name-4

First NameMiddle NameLast Name
SSN
Date of Birth
Relationship
Months Lived With You (1-12)
Dependent Full Legal Name-5

First NameMiddle NameLast Name
SSN
Date of Birth
Relationship
Months Lived With You (1-12)
Dependent Full Legal Name-6

First NameMiddle NameLast Name
SSN
Date of Birth
Relationship
Months Lived With You (1-12)
Childcare or Homecare Expenses Paid?

YesNo
Amount of Childcare or Homecare Expenses Paid Year
Section D: Income Sources
Checkboxes (select all that apply)*

W-2 EmploymentSelf-Employed/1099/Schedule CRental IncomeRetirement/Pension/SSAInvestment IncomeOther Income
Section E: Document Income Uploads
Each item appears only if selected above • Upload W-2(s) • Upload 1099-NEC / 1099-MISC • Upload SSA-1099 • Upload 1099-R • Upload Other Income Documents

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Section F: Self-Employed/Schedule C
Are you Self-Employed or Schedule C (FT or PT)*

YesNo
Business Name (or “Sole Proprietor”)
Business Start Date
Business EIN (If Applicable)
Business Type
Accounting Method (Cash / Accrual)
Did You Use A Vehicle for Business?

YesNo
Was the vehicle also used for personal use

YesNo
If Yes, Vehicle: Make/Model/Year
Business Miles Driven With Vehicle
Upload Mileage Log (Can Provide a Mileage Log Template, If Needed)

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Section G: Expense Categories (Checklist)
Select ALL Applicable Expenses

Advertising/MarketingHome OfficePhone/InternetTravelMealsSuppliesInsuranceEducationProfessional FeesGood SoldGoods PurchasedPrevious Year DepreciationOther
Upload Receipts or Summaries

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Section H: Deductions & Credits
Checkboxes:

Education Expenses (LLC / AOTC)Childcare ExpensesMortgage InterestProperty TaxesCharitable ContributionsMedical ExpensesRetirement ContributionsOther
Upload Supporting Documents

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Section I- Prior Year & IRS Status
Filed Last Year?*

YesNo
Same Address as Last Year?*

YesNo
Owe IRS or On Payment Plan?*

YesNo
Received IRS Letters?*

YesNo
Did the issue you an IP PIN for this tax year?*

YesNo
If yes, please enter your 6-digit IP PIN:
Upload IRS Notice (If Applicable)

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Section J- Additional Documentation (Required)
Driver's License (Self, Spouse, All Applicable)*

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Social Security Cards (Self, Spouse, All Dependents)*

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Birth Certificates (All Dependents)

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Upload End of Year Tax Statement for Day Care

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Section K: Bank Account Information
Type of Bank Account*

CheckingSavings
Bank Name*
Routing Number*
Bank Account Number*
How Do You Want Your Refund?*
IRS-SAFE DISCLOSURE LANGUAGE (Required Checkbox)*

Taxpayer Certification (I certify that the information provided in this intake form is true, correct, and complete to the best of my knowledge. I understand that I am responsible for the accuracy of the information provided.
Document Responsibility Disclosure*

I understand that tax preparation relies on the documents and information I provide. Missing, incomplete, or incorrect documentation may affect the accuracy of my tax return.
No Audit Guarantee Statement*

I understand that preparation of my tax return does not guarantee acceptance by the IRS or state agencies and does not prevent audit or review.
Electronic Signature Consent*

By signing below, I consent to the use of electronic records and signatures in accordance with applicable IRS regulations.
Signature*
Should be Empty:

Tax Intake Form

Section A: Client Information

Section B: Spouse Information

Section C: Dependents

Section D: Income Sources

Section E: Document Income Uploads

Section F: Self-Employed/Schedule C

Section G: Expense Categories (Checklist)

Section H: Deductions & Credits

Section I- Prior Year & IRS Status

Section J- Additional Documentation (Required)

Section K: Bank Account Information