2026 Client Intake Form
Important Tax Information NoticeThis form is used solely for income tax preparation, tax filing, and refund-related services.We do not collect medical records, diagnoses, treatment information, or healthcare documentation.Please do not upload medical or health-related documents.Thank you for choosing Xpert Tax Solutions ! Secure your priority spot now to ensure you’re first in line for fast and efficient service. Complete the entire form with all required information to the best of your ability.Upload any documents you currently have, and once you receive your tax forms from the IRS, you can simply submit them at that time. Once your form is submitted, I will contact you within one business day. I appreciate your trust and look forward to assisting you!
Full Legal Name
First Name
Last Name
Date of Birth
-
Month
-
Day
Year
Date
SSN
Occupation
Current Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email
example@example.com
Cell Phone Number and Provider
Intake Questions
Can another tax payer claim you as a dependent on their tax return?
No
Yes
Will you be filing a tax return with your spouse?
No
Yes
Do you have any dependents other than your spouse you will be claiming on your taxes?
No
Yes
Did you, your spouse or any dependents attend college in 2025?
No
Yes
Did you receive Marketplace insurance (Form 1095-A) for tax reporting purposes?
No
Yes
If you own your home, have you received form 1098 from your mortgage lender?
No
Yes
Are you self employed?
No
Yes
Do you have an IRS IP PIN?
No
Yes
IPPIN Number
Are you interested in the SAME DAY Advance up to $7,000 with bank approval?
No
Yes
Did you or your spouse make payments on your student loans in 2025?
No
Yes
Do you owe debt to any Government Agency; such as IRS, Student Loans, Child Support etc?
No
Yes
Did you receive the marketplace insurance?
No
Yes
Did you receive unemployment benefits in 2025?
No
Yes
Did you have an IRS IDME ACCOUNT?
No
Yes
Did you owe ANY government or federal debt? Back taxes? Do you owe the IRS?
No
Yes
Tax Refund Disbursement Method
Please Select
Walmart Money Card
Live Check
Direct Deposit
What is the name of your bank?
What is your bank routing number?
Please double check this is correct!
What is your bank account number?
Please double check this is correct!
Document Uploads
Please upload a photo of the TAXPAYER Identification Card or Driver License
*
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Please upload a clear photo of the TAXPAYER SSC
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Taxpayer W2 (any additional upload separately under Taxpayer Additional Documents)
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Taxpayer Utility Bill if claiming Head of Household
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Dependent 1 Name & DOB
Dependent 1 SSC
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Dependent 1 Birth Certificate or School Record
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Taxpayer Additional TAX Documents (No Medical Documents)
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Dependent 2 Name & DOB
Dependent 2 SSC
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Dependent 2 Birth Certificate or School Record
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Taxpayer Additional TAX Documents (No Medical Documents)
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Dependent 3 Name & DOB
Dependent 3 SSC
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Dependent 3 Birth Certificate or School Record
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Taxpayer Additional TAX Documents (No Medical Documents)
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Disclosure Agreement & Signatures
Disclosure Agreement
Client Engagement & Disclosure AgreementThank you for choosing Xpert Tax Solutions for your tax preparation needs. This form is used exclusively for income tax preparation, filing, and related refund services.Our services are based solely on the information and documents you provide. You are responsible for ensuring that all information submitted is accurate, complete, and truthful. We do not independently verify client-provided information unless required by law.Upon completion of your tax return, original documents will be returned to you. Our office may retain electronic copies of your documents for recordkeeping purposes in accordance with applicable laws and internal retention policies. You are encouraged to keep all tax-related documents for your personal records for at least five (5) years.Xpert Tax Solutions cannot be held responsible for penalties, interest, or additional tax liabilities resulting from incomplete, inaccurate, or omitted information provided by the client. If tax laws or interpretations are unclear, we will use our professional judgment to apply positions we believe are reasonable and compliant.Fees for tax preparation services are due upon completion of the return unless otherwise agreed upon in writing. Tax returns, reports, or related documents will not be released until payment is received in full.Audit or examination representation is not included with standard tax preparation services. If you receive correspondence from a taxing authority, limited assistance may be provided based on your service agreement. Extended representation may require additional fees.To protect against identity theft and ensure compliance, we may request government-issued identification and documentation for all taxpayers and dependents listed on the return. All personal information is handled with strict confidentiality and security.By signing below, you acknowledge that you have read, understand, and agree to the terms outlined above and authorize Xpert Tax Solutions to prepare and file your tax return based on the information you provided.
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