2026 Tax Client Intake Form

2026 Tax Client Intake Form

Tax Year 2025 | Updated for Big Beautiful Bill & Circular 230.
Primary Taxpayer Name

First NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Mailing Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Social Security Number or ITIN
Date of Birth

MonthDayYear
Date
Filing Status
Did you have a spouse during the tax year?
Spouse Full Name

First NameLast Name
Spouse Social Security Number or ITIN
Date of Birth

MonthDayYear
Date
Income Sources

Other
Did you receive overtime pay during the tax year?
Did you receive tips as part of your income?
Did you pay interest on a personal vehicle loan?
Dependents
Dependent Name

First NameLast Name
Dependent Date of Birth

MonthDayYear
Date
Dependent Social Security Number
Dependent Name

First NameLast Name
Dependent Social Security Number
Dependent Date of Birth

MonthDayYear
Date
Dependent Name

First NameLast Name
Dependent Social Security Number
Dependent Date of Birth

MonthDayYear
Date
Potential Deductions / Credits
Do you own or operate a business or side hustle?
Business Name (if applicable)
Did you sell real estate, cryptocurrency, or stocks?
Were you a victim of IRS identity theft or received an IRS identity notice?
Upload Tax Documents (W-2s, 1099s, mortgage interest, statements, etc.)

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Additional Information or Notes
Circular 230 Acknowledgment
I authorize the electronic filing of my tax return.
Taxpayer Signature
Spouse Signature (if filing jointly)
Should be Empty:

2026 Tax Client Intake Form

Dependents