• Nia N.

    Nia N.

  • Tax Client Intake Form

  • Filing Status
  • Do you receive Child Support?
  • Is there another taxpayer at your residence that contributes to your bill/expenses?
    • Taxpayer Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Are you a U.S Citizen?
    • Are you a full-time student?
    • Are you still an undergraduate?
    • Are you totally and permanently disabled?
    • Are you legally blind?
    • Is this individual a dependent of someone else?
    • Spouse Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Is Spouse a full-time student?
    • Is Spouse still an undergraduate?
    • Is Spouse totally and permanently disabled?
    • Is Spouse legally blind?
    • Is this individual a dependent of someone else?
    • Dependents 
    • Rows
    • Rows
    • Tax Related Questions 
    • Employment Status
    • Did you or your spouse contribute to 401k or other retirement account?
    • Is this your first time opening a retirement account?
    • Does your dependents have tuition expenses?
    • What year of college did your dependent complete last year?
    • Do you have any expenses for child care?
    • Does your non-child dependent have any care expenses?
    • Do you have energy star rated improvements to your home?
    • Are you currently renting?
    • Do you have your own home?
    • Do you have documents that shows you paid for property taxes?
    • Did you sell any stock?
    • Did you take or receive money from your retirement plan?
    • Did you purchase a new vehicle last year?
    • Did you receive a mortgage interest statement?
    • Did you receive a federal tax refund last year?
    • Are you a victim of identity theft?*
    • Expenses 
    • Rows
    • Please fill-up the information within the current year only.
    • Self Employment Information (Skip this section if it does not apply to you.) 
    • Do you own a business credit card?
    • Payment Details 
    • Would you like a Refund Advance?*
    • If yes, would you like a $1k Interest Free Advance or More (Interest Applied)?
    • Would you like to pay out of pocket?
    • Direct Deposit Information 
    • Fraud Prevention 
    • Documents Upload, Acknowledgment & Signature 

    • Please Include:

      • Your Driver's License/ID
      • SSN Card and/or Birth Certificate for Dependents (if available)
      • All Tax Forms Received
      • Child Care Provider record (if applicable)
      • Rent/Utility Bill (If Filing Head of Household)
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    • I confirmed that all information I entered here is accurate and true. I allow Dash Professional Services to capture my sensitive data like personal id, government id, social security number (SSN), and other information. I have read the terms and conditions and privacy policy of Dash Professional Services. By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

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