2026 Tax Preparation Client Intake Form
Please complete all sections accurately. This information is required to prepare your tax return.
CLIENT INFORMATION
1. Full Legal Name
2. Social Security Number
3. Date of Birth
-
Month
-
Day
Year
Date
4. Filing Status
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er)
5. Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
6. Email Address
example@example.com
7. Current Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
8. Did you live at this address all of 2025?
Please Select
Yes
No
9. Previous Address
Previous Street Address
Previous Street Address Line 2
City
State / Province
Postal / Zip Code
From
-
Month
-
Day
Year
Date
TO
-
Month
-
Day
Year
Date
SPOUSE INFORMATION
Spouse Full Name
Spouse SSN
Spouse Date of Birth
-
Month
-
Day
Year
Spouse Occupation
DEPENDENTS
How many dependents are you claiming?
Please Select
0
1
2
3
4
5
6
Dependent Full Name
Dependent Social Security Number
Date of Birth
-
Month
-
Day
Year
Relationship to you
Live with you more than 6 month
Please Select
Yes
No
Childcare expenses paid?
Please Select
Yes
No
Dependent Full Name
Dependent Social Security Number
Date of Birth
-
Month
-
Day
Year
Relationship to you
Live with you more than 6 month
Please Select
Yes
No
Childcare expenses paid?
Please Select
Yes
No
Dependent Full Name
Dependent Social Security Number
Date of Birth
-
Month
-
Day
Year
Relationship to you
Live with you more than 6 month
Please Select
Yes
No
Childcare expenses paid?
Please Select
Yes
No
Dependent Full Name
Dependent Social Security Number
Date of Birth
-
Month
-
Day
Year
Relationship to you
Live with you more than 6 month
Please Select
Yes
No
Childcare expenses paid?
Please Select
Yes
No
Dependent Full Name
Dependent Social Security Number
Date of Birth
-
Month
-
Day
Year
Relationship to you
Live with you more than 6 month
Please Select
Yes
No
Childcare expenses paid?
Please Select
Yes
No
Dependent Full Name
Dependent Social Security Number
Date of Birth
-
Month
-
Day
Year
Relationship to you
Live with you more than 6 month
Please Select
Yes
No
Childcare expenses paid?
Please Select
Yes
No
Upload Documents
Browse Files
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Upload drivers license, Birth Certificates for each dependent, Bill to prove head of household filing status, if applicable, School or doctors records for qualifying dependents.
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INCOME SOURCES (Check All That Apply)
Income Received in 2025
W-2 (Employment)
1099-NEC / Self-Employed
1099-G (Unemployment)
Social Security (SSA-1099)
Retirement / Pension
Rental Income
Other Income
Upload W-2
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Choose a file
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Upload 1099s
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Choose a file
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Upload Business Income Records
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Other Income Records
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SELF-EMPLOYED / BUSINESS
Are you self-employed or own a business?
Please Select
Yes
No
If YES:
Business Name
EIN (if applicable)
Business Type
Sole Proprietor
LLC
Partnership
Estimated Expenses Amount
Upload Expenses
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Choose a file
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TAX CREDITS & DEDUCTIONS
Check all that apply:
Child Tax Credit
Earned Income Credit
Education Expenses
Student Loan Interest
Mortgage Interest
Charitable Donations
Medical Expenses
Childcare Expenses
Education Credit
Upload supporting documents
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Choose a file
Upload all credit documents here including 1098-T
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HEALTH INSURANCE – MARKETPLACE (ACA)
Did you or anyone in your household have Health Insurance through the Marketplace.gov or State Exchange in 2025?
Please Select
Yes
No
Not sure
Who was covered under the Marketplace plan? Check all that apply
You
Spouse
Dependents
Did you receive Form 1095-A?
Yes
No
Not Yet
Upload Form 1095-A (all pages required)
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This form is required to reconcile your Premium Tax Credit.
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BANKING INFORMATION (REFUND)
Preferred Refund Method
Please Select
Direct Deposit
Paper check
FasterMoney Visa Prepaid Card
If Direct Deposit
Bank Name
Routing Number
Account Number
Account Type
Please Select
Checking
Savings
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IRS COMPLIANCE
1. Did you file a tax return last year?
Please Select
Yes
No
2. Do you owe back taxes?
Please Select
Yes
No
Unsure
3. Have you received any IRS letters?
Please Select
No
Yes
Upload IRS letter
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AUTHORIZATION
I certify that the information provided is true and accurate to the best of my knowledge.
Signature
Date
-
Month
-
Day
Year
Date
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