Employed

If someone referred you, please type his, her, or their name here.

Tax Payers Name

First NameLast Name

Taxpayer's Phone Number*

Example: xxx-xxx-xxxx

Taxpayer's Job Title

Taxpayer's Date of Birth*

Example: 01/01/2001

Taxpayer's SSN*

Example: xxx-xx-xxxx

Taxpayer's Email Address*

example@example.com

Taxpayers IP Pin

Find on IRS.Gov

Spouse's Full Name

First Name

Spouse's SSN

Example: xxx-xx-xxxx

Spouse's Date of Birth

Example: 01/01/2001

Spouse's Phone Number

Example: xxx-xxx-xxxx

Spouse's Email Address

Example: example@example.com

Spouse's Job Title

example@example.com

Spouse IP PIN

Find on IRS.GOV

Home Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Are you self employed?*

YesNo

Did you and your spouse live apart during the year?*

YesNoNot Applicable

What is your marital status as of December*

Single (Not Married)Married living with SpouseMarried not living with spouse

Did you pay over half the expenses of maintaining your residence for the entire year?*

YesNo

Did you support a child or family member for more than 6 months out of the year?*

YesNo

If yes, did you live together at any time after June 30, 2025?*

YesNoNot Applicable

Are you on any Government Assistance*

YesNoNot Applicable

How many dependents are you claiming?*

Dependent #1

First NameLast Name

Dependent #1 Date of Birth

01/01/2001

Dependent #1 SSN

What is Dependent #1's Relationship to you (son, daughter, etc.)?

How many months did Dependent #1 live with you in 2025? (If all year, enter 12)

Dependent #2

First NameLast Name

Dependent #2 Date of Birth

Example: 01/01/2001

Dependent #2 SSN

How many months did Dependent #2 live with you in 2025? (If all year, enter 12)

What is Dependent #2's Relationship to you (son, daughter, etc.)?

Dependent #3

First NameLast Name

Dependent #3's Date of Birth

01/01/2001

How many months did Dependent #3 live with you in 2025? (If all year, enter 12)

Dependent's #3 SSN

What is Dependent #3's Relationship to you (son, daughter, etc.)?

Dependent #4's First Name

First Name

Dependent #4's Last Name

Last Name

Dependent #4's Date of Birth

01/01/2001

Dependent #4's SSN

Example: xxx-xx-xxxx

What is Dependent #4's Relationship to you (son, daughter, etc.)?

Dependent #5's First Name

First Name

Dependent #5's Date of Birth

01/01/2001

Dependent #5's Last Name

Last Name

Dependent #5's SSN

Example: xxx-xx-xxxx

What is Dependent #5's Relationship to you (son, daughter, etc.)?

How many months did Dependent #5 live with you in 2025? (If all year, enter 12)

Are there any dependents in daycare? If yes, please upload the form you received from your daycare provider.

YesNo

Upload a copy of your daycare form here.

How would you like to receive your tax refund?

CheckDirect Deposit

Name of Bank

Which type of account would you like your refund deposited into?

Checking AccountSavings AccountOther

Routing Number

Bank Account Number

Can someone else claim you as a dependent?

YesNo

Did you have health insurance in 2025?

YesNo

Did you have health insurance for the entire year?

YesNo

Was your insurance through your employer?

YesNo

Was your insurance through Medicaid?

YesNo

Was your insurance through the Affordable Care Act (The Marketplace)?

YesNo

Did your dependents have health insurance for the entire year?

YesNoNot Appliable

Was YOUR DEPENDENTS' insurance through your employer?

YesNoNot Applicable

Who was your Dependents insured with in 2025?

Upload Taxpayer & Dependent(s)Insurance Documents

Was YOUR DEPENDENTS' insurance through Medicaid?

YesNoNot Applicable

Was YOUR DEPENDENTS' insurance through the Affordable Care Act (The Marketplace)?

YesNoNot Applicable

Have you ever been denied the Earned Tax Credit (EITC)?

YesNo

Were you or any of your dependents in college in 2025?

YesNo

Do you have a 1098-T Form for either you or your dependents?

YesNo

If you have a 1098-T form, upload it here.

Are you interested in AUDIT PROTECTION?

YesNo

CLIENT ENGAGEMENT AGREEMENT

Thank you for choosing TaxHaus Financial for your tax preparation needs. Please review the following terms carefully.

YOUR RESPONSIBILITIES

You will provide all necessary documentation for tax return preparation. While we retain scanned copies for three years, you must maintain all original documents, receipts, cancelled checks, and records supporting income, deductions, and credits for at least five years after filing. These records are essential if the IRS or state authorities examine your returns.

OUR SERVICES & LIMITATIONS

We prepare returns based solely on information you provide and cannot detect errors, irregularities, or fraud in your documents. We will use professional judgment on unclear tax matters and take reasonable positions in your favor unless you instruct otherwise. However, we cannot guarantee that tax positions won't be challenged or predict audit outcomes.

This engagement covers income tax preparation only. Unless separately agreed in writing, we do not handle payroll tax, sales tax, excise tax, property tax, business compliance, healthcare regulations, retirement plan compliance, or licensing matters.

FEES & PAYMENT

Fees are based on time and complexity. Payment is due upon completion, before we release your returns. If legal action is needed to collect unpaid fees, you may be responsible for our legal costs. We'll provide fee estimates when possible and notify you of significant changes.

If you terminate services before completion, you remain responsible for work performed and expenses incurred, including consultations, advisory services, and representation work.

REVIEW & FILING

After payment, we'll provide completed returns and e-file authorization forms. Review everything carefully and notify us immediately of any concerns. We cannot transmit returns without your signed authorization. If e-filing is unavailable, we'll provide paper copies for mailing.

CORRESPONDENCE & AUDIT SUPPORT

Your tax preparation fee includes 120 minutes of correspondence assistance per tax year, plus a $50 handling fee per matter. Additional time is billed at $150/hour. If correspondence results from our error, no charges apply.

Audit/examination representation is a separate engagement not included in preparation fees. Optional Audit Maintenance Protection is available for $49.99.

PRIVACY & SECURITY

We safeguard your information and never sell or disclose it externally. By signing, you consent to limited internal use for non-tax purposes (newsletters, holiday cards, birthday greetings).

To prevent identity theft, we may require government-issued photo ID, Social Security cards, birth certificates, or immigration documents for you and anyone listed on your returns.

AGREEMENT

By providing your tax information and checking the box below, you agree to these terms.

I agree to the terms of this agreement.*

I agree

Primary Taxpayer's Signature*

I authorize TaxHaus Financial to prepare my tax returns, apply for RACs/RALs, sign required forms, and file electronically. I am solely responsible for the accuracy of all information provided. TaxHaus Financial and its affiliates hold no liability for misrepresentation or false claims.

Date

Taxpayer's Signature (If no spouse, leave blank)

Spouse's Signature (If no spouse, leave blank)

Date

Type a question

Date

Taxpayer's Driver's License

Taxpayer's and Dependent(s ) Social Security Card(s)

Taxpayer's W-2/ 1099'S

Tax Preparation Intake Form