2026 Individual Tax Return Client Intake Form

  • 2026 Individual Tax Return Client Intake Form

    For clients of Number Crunchers Accounting & Tax. Please complete all sections to begin your 2026 tax return.

  • Taxpayer Information

    Please provide your personal information.
  • Date of Birth*
     - -
  • Format: (000) 000-0000.
  • Image field 44
  • Filing Status for 2026*
  • Are you a new client?*
  • Do you have a spouse to include on this return?*
  • Spouse's Date of Birth
     - -

  • Dependent Information

    List all dependents you are claiming.

  • Income Information

    Please answer the following about your 2026 income sources.
  • Did you receive W-2 wages in 2026?*
  • Did you have self-employment or business income in 2026?*
  • Did you receive interest or dividend income in 2026?*
  • Did you receive unemployment income in 2026?*
  • Did you receive Social Security or retirement income in 2026?*
  • Did you receive any other income (rental, alimony, gambling, etc.) in 2026?*
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  • 2026 IRS Due Diligence Questions

    Please answer all required due diligence questions for tax credits and compliance.
  • Are you claiming the Earned Income Tax Credit (EITC)?*
  • Are you claiming the Child Tax Credit (CTC) or Additional CTC?*
  • Are you claiming the American Opportunity Tax Credit (AOTC)?*
  • Did you (or your spouse/dependents) live in the U.S. for more than half of 2026?*
  • Can you provide documentation supporting eligibility for all claimed credits?*
  • Did you pay for childcare in 2026?*

  • Banking Information

    Provide your banking information for direct deposit of your refund or direct debit of any amount due.
  • Preferred method to receive refund or pay balance due*
  • Type of Account

  • IRS Disclosure & Consent

    Please review and acknowledge the IRS disclosure below.
  • IRS Disclosure and Consent: By submitting this form, you acknowledge that the information provided is accurate and complete to the best of your knowledge. You authorize Number Crunchers Accounting & Tax to prepare and file your 2026 tax return, and consent to the use of your information as required by IRS regulations. You have been provided with the IRS privacy policy and your rights as a taxpayer.
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