Tax Client Intake Form

TAX CLIENT INTAKE FORM
Name*

First NameLast Name
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Email*
example@example.com
CallTextEmail
SingleHead of HouseholdMarried filing JointMarried filing SeperateQualifying Widow(er)I'm unsure
Do you have dependents? (If yes, list their names, date of birth and relation to you)
W-21099-NEC / 1099-MISCSelf Employed / Business IncomeUnemploymentSocial SecurityOther Income
Moved statesGot married or divorcedHad a babyBought/sold a homeStarted a business
YesNot yet
If not yet, when do you expect to have them?
I confirm that the information I provide is accurate to the best of my knowledge and understand that additional documents may be required.
Should be Empty:

TAX CLIENT INTAKE FORM