Hamilton Tax Solutions Client Intake Form

  • TAX PREPARATION INTAKE FORM

  • NEW OR RETURNING CLIENT*

  • FILING STATUS

  • TAXPAYER

    ENTER IN YOUR INFORMATION
  • DATE OF BIRTH*
     - -
  • Format: (000) 000-0000.
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  • SPOUSE

    YOUR SPOUSES INFORMATION, IF LEGALLY MARRIED OR PRESUMED MARRIED BY COMMON LAW STATUTE IN THE STATE YOU RESIDE IN
  • Date Of Birth
     - -
  • Format: (000) 000-0000.
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  • DEPENDENTS

  • Date of Birth*
     - -
  • Is the Dependent a College Student?
  • Is the Dependent Disabled?
  • Do you provide 50% or more of the care and support for this Dependent?
  • Date of Birth*
     - -
  • Is the Dependent a College Student?
  • Is the Dependent Disabled?
  • Do you provide 50% or more of the care and support for this Dependent?
  • Date of Birth*
     - -
  • Is the Dependent a College Student?
  • Is the Dependent Disabled?
  • Do you provide 50% or more of the care and support for this Dependent?
  • Date of Birth
     - -
  • Is the Dependent a College Student?
  • Is the Dependent Disabled?
  • Do you provide 50% or more of the care and support for this Dependent?
  • Date of Birth
     - -
  • Is the Dependent a College Student?
  • Is the Dependent Disabled?
  • Do you provide 50% or more of the care and support for this Dependent?

  • CREDITS

  • Which of the following applies to you? (Must select one)*

  • CHILDCARE INFORMATION

  • HIGHER EDUCATION

    COLLEGE AND TUITION INFORMATION
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  • HAVE YOU CLAIMED THE AMERICAN OPPORTUNITY EDUCATION CREDIT IN THE PAST?
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  • ITEMIZED DEDUCTIONS

  • MEDICAL

  • TAXES PAID BY YOU

  • INTEREST YOU PAID

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  • GIFTS TO CHARITY

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  • SOLAR POWER EXPENSES

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  • UNEMPLOYMENT

  • DID YOU RECIEVE ANY UNEMPLOYMENT OR PAY ANY UNEMPLOYMENT OVERPAYMENTS BACK?
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  • INCOME AND WAGES

  • Did you work a job at any time?*
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  • Did you start or do you own a business?*
  • Did you do any contract/self-employment work?*
  • WHAT IS THE STRUCTURE OF YOUR BUSINESS?*
  • Do you have an EIN?*
  • How did you collect payment for your self-employment?*
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  • Upload Additional Documents

    Please upload one or more files into the areas below. Uploads will accept JPG, PNG and PDF files only. You can select multiple files to upload for each section by Shift or Cmd/Ctrl clicking files in the prompt.
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  • MISC.

  • REFUND DISBURSEMENT

  • How would you like to receive your refund?*
  • Would you like to apply for the REFUND Advance? (January 2-March 1, 2026)

  • By completing this intake form, you agree that the information provided is true and accurate to your knowledge.

  • Thank you for choosing Hamilton Tax Solutions, LLC to assist you with your tax preparation for the requested year. This letter confirms the terms of our engagement with you and outlines the nature and extent of the services we will provide.

    We will prepare your federal and state income tax returns as requested. We rely on you to provide the necessary information to prepare accurate and complete returns. Please be aware that the law imposes penalties when taxpayers underestimate their tax liability. We may ask you to clarify some items, but we will not audit or otherwise verify the data you submit.

    We will perform accounting services only as required to prepare your tax returns. Our engagement should not be relied upon to disclose errors, fraud, or other illegal acts. However, if we discover any material errors, fraud, or illegal acts, we will inform you.

    You acknowledge that all information provided to Hamilton Tax Solutions, LLC is true and accurate to the best of your knowledge. You understand that it is your responsibility to maintain any supporting documentation to validate the information provided. Furthermore, you understand that knowingly providing false information on your tax return is illegal and may result in criminal penalties, including but not limited to court proceedings, restitution, and potential imprisonment. You waive Hamilton Tax Solutions, LLC and the tax preparer of any liability for errors due to incorrect information provided by you. By signing below, you authorize Hamilton Tax Solutions, LLC to file your tax return.

    Additionally, by signing this form, you acknowledge that if you or your spouse owes a federal or government debt, such as IRS, child support, student loans, etc., you are still responsible for the tax preparation fees due to Hamilton Tax Solutions, LLC at the time of service. If your federal refund is mailed to you, you remain responsible for the tax preparation fees as stated on your invoice. 

    Our engagement to prepare your tax returns will conclude with the delivery of the completed returns to you (if paper-filing) or your signature and our subsequent submission of your tax return (if e-filing). If you choose not to e-file through our office, you will be solely responsible for filing the returns with the appropriate taxing authorities. Please review all tax-return documents carefully before signing them. By signing this agreement, you authorize Hamilton Tax Solutions, LLC to file your tax return, understanding that we do not provide quotes for comparison with DIY tax software. Your signature from this document will be transferable to the forms 1040, 8879, 7216, and all other applicable forms in the finalized tax return for submission.

    You also agree to receive text messages and emails from Hamilton Tax Solutions, LLC regarding your tax return and future opportunities.

    To affirm that this letter accurately summarizes your understanding of the engagement, and to authorize Hamilton Tax Solutions, LLC file your tax return, please sign this letter in the space provided below.

  • Date*
     - -
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