Golden Returns Tax Client Intake Form

Golden Returns Tax Client Intake Form

Please complete this form to begin your tax preparation. All information is confidential and required for due diligence, EIC, and HOH credit eligibility.
Thank you for choosing Golden Returns. Once you submit this intake form and upload all required documents, your information will be reviewed for accuracy and completeness. Within 24 hours, you will receive a personalized quote for tax preparation and next-step instructions. Please note that submission of this form does not mean your return has been filed. No work will begin until your quote is approved and payment arrangements are confirmed. Accurate and complete information helps avoid delays, refunds issues, or compliance concerns. If additional documents are needed, you will be contacted promptly.
Do you have an Identity Protection Pin (IP Pin)?

YesNo
Personal Information

Enter your basic details for identification and contact.
Full Name*

First NameLast Name
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
Home Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Date of Birth*

MonthDayYear
Date
Spouse Information

Please provide your spouse's details if applicable.
Spouse Full Name

First NameLast Name
Spouse Date of Birth

MonthDayYear
Date
Spouse Phone Number
Please enter a valid phone number.
Driver License Number or Government ID with State
Social Security Number
Filing Status*

SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er)
Are you a new client or returning client?

New ClientReturning Client
Dependent Information

List any dependents you are claiming.
List your dependents (if any)
Are any of these dependents not your biological children or children of married filing jointly?

YesNo
Can dependent can be claimed on another tax return?

YesNo
Are any dependents disabled?
Dependent Documents

Please select the documents that you can provide for claimed dependents.
In case of an audit, can you provide supporting details that show responsibility and residency for dependents being claimed?

YesNo
Documents that can be provided for dependents

LeaseMedical RecordsSchool RecordsBenefits StatementsOther
Income Information

Report all sources of income for the tax year.
Select all sources of income you received in 2025

Wages (W-2)Self-Employment Income (1099)UnemploymentSocial SecurityRetirement IncomeInvestment IncomeOther
Upload your tax documents (W-2s, 1099s, prior year returns, etc.)

Cancelof
EIC (Earned Income Credit) Eligibility

Answer the following to determine EIC eligibility.
Did you (and your spouse, if filing jointly) live in the US for more than half of 2025?

YesNo
Are you or your spouse (if filing jointly) claimed as a dependent on anyone else's tax return?

YesNo
Did you or your spouse receive any advance EIC payments in 2025?

YesNo
HOH (Head of Household) Credit Eligibility

Answer the following to determine HOH credit eligibility.
Did you pay more than half the cost of keeping up your home in 2025?

YesNo
Was your home the main home for your child or qualifying person for more than half of 2025?

YesNo
Due Diligence and Attestation

Please answer the following for due diligence compliance.
Referral Information

Please let us know who referred you to our service.
Who referred you?
Are all the answers provided on this form true and accurate to the best of your knowledge?

YesNo
Do you understand that providing false information may result in penalties, delays, or denials of tax credits?

YesNo
Please sign below to confirm your responses and consent.
Date

MonthDayYear
Date
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Golden Returns Tax Client Intake Form

Personal Information

Spouse Information

Dependent Information

Dependent Documents

Income Information

EIC (Earned Income Credit) Eligibility

HOH (Head of Household) Credit Eligibility

Due Diligence and Attestation

Referral Information