Tax Preparation Virtual Client Intake Form

Tax Preparation Virtual Client Intake Form

Welcome to 1440 Carpe Diem Services.This secure intake form helps us prepare your tax return accurately, strategically, and in full compliance with IRS requirements.Please answer each question completely and upload all requested documents.Incomplete or inaccurate information may delay processing.🔒 Your information is encrypted and confidential.
Section 1: Client Information
Full Name*

Mr., Mrs., Ms, Dr.First NameMiddle NameLast NameSr., Jr., III, IV, V
Date of Birth*

MonthDayYear
Date
Social Security Number*
Full Social Security Number
Spouse/Partner Full Name

Mr., Mrs., Ms., Dr.First NameMiddle NameLast NameSr., Jr., III, IV, V
Date of Birth

MonthDayYear
Date
Social Security Number
Full Social Security Number
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Current Occupation
Section 2: Filing Details

Tax Year Being Filed
Tax Year Being Filed

202520242023 (Amended / Prior Year)
Filing Status

SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er)
Did you file a tax return last year? Yes/No
If Yes - Upload prior-year return
Upload Last Year's Tax Return (if available)

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Section 3: Dependents
Do you have dependents you are claiming this year?

YesNo
Dependents
Did this dependent(s) live with you more than half the year?

YesNo
Did you provide more than half of their support?

YesNo
Section 4: Income Sources (Personal)

Select ALL income you received this year
Check All Income Sources - Required

W-2 (Employee wages)1099-NEC / 1099-MISCSelf-employment / Gig workRetirement income (1099-R)Social Security (SSA-1099)UnemploymentInterest / DividendsRental incomeState taxesOther income
Upload W-2s, 1099 Forms, SSA-1099/1099-R

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Section 5: Business Ownership Screening
Did you own, operate, or receive income from a business or self-employment this year?

YesNo
If you have answered YES, based on your response, additional business information is required. After you SUBMIT your personal intake form, you will be redirected to complete the business intake form.
Section 6: Deductions & Credits

Select any that apply:
Check any that apply - Required

Child Tax CreditEarn Income CreditChild / Dependent Care ExpensesEducation Expenses (1098-T)Student Loan InterestCharitable ContributionsMedical ExpensesMortgage Interest (1098)Property Taxes
Upload for 1098-T, 1098, receipts

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Section 7: IRS & Compliance Questions
Did you receive any IRS notices this year? Yes / No

YesNo
Upload IRS notices

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Did you purchase health insurance through the marketplace? Yes / No

YesNo
Upload 1095-A

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Did you make retirement contributions? Yes / No

YesNo
File Upload

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Section 8: Acknowledgment & Signature
Taxpayer Accuracy & Legal Responsibility Statement

By signing and submitting this intake form, I certify under penalty of perjury that all information provided is true, correct, and complete to the best of my knowledge. I understand that intentionally providing false, misleading, or incomplete information may result in penalties, interest, denial of credits, audit, or other enforcement actions by the Internal Revenue Service or applicable state taxing authorities.

I acknowledge that 1440 Carpe Diem Services relies solely on the information I provide and is not responsible for errors, penalties, or liabilities resulting from inaccurate or omitted information.
Electronic Signature*

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Tax Preparation Virtual Client Intake Form

Section 1: Client Information

Section 2: Filing Details

Section 3: Dependents

Section 4: Income Sources (Personal)

Section 5: Business Ownership Screening

Section 6: Deductions & Credits

Section 7: IRS & Compliance Questions

Section 8: Acknowledgment & Signature