• Tax Client Intake Form

  • Thank you for taking the time to complete our tax client intake form. The information collected is essential to ensure the accurate preparation of your tax return.

    For returning clients, although we may have information from prior engagements, we kindly ask that you complete this intake again to ensure all records are current and accurate. You will have the option to indicate if certain information has not changed from the prior year.

     
    IRS compliance is a top priority. Our firm works diligently to review all eligible credits and deductions to ensure accuracy and maximize allowable benefits under the law.


    This intake includes a document checklist of commonly required items. You may save your progress and return at your convenience if additional time is needed to gather documents.

     
    Please note:
    All sections must be completed before clicking “Submit” at the bottom of the form.
    Closing your browser before submission will result in loss of entered information.
    A confirmation email will be sent after successful submission.

     
    During your engagement, we will request a valid government-issued photo ID in compliance with federal and state identity theft prevention requirements.

    Submission of this intake form does not guarantee filing and is subject to engagement approval and completion of required authorizations.

  • Are you a new or returning client?*
  • How did you hear about me ?*
  • Did you adopt anyone ?*
  • Did you buy a new car in 2025 ?*
  • Did you earn overtime pay during the tax year?*
  • Did you make energy-efficient improvements to a home during the tax year?*
  • If so, Which improvements were completed? (Check all that apply)
  • Did you attempt to file, or were you awarded ERC (Employee Retention Credit)?*
  • Did you buy a home this tax year ?*
  • Did you contribute to :*
  • Are you interested in credit repair ?*
  • Are you interested in business funding ?*
  • Are you interested in life insurance ?*
  • Are you interested in a vacation voucher ?*
  • Do you need :*

  • Personal info.

  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • What year do you need to file ? (Select ALL that apply)*
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  • Date Of Birth : *
     - -
  • Spouse Date Of Birth :
     - -
  • What was your marital status as of December 31st of the tax year?*
  • Is this the same marital status from your last tax return?*
  • Did you have any delays receiving your refund last year?*
  • Did your spouse have any delays receiving your refund last year?

  • Income & Credits

  • Are you self employed, employed, or both ?*
  • Are your spouse self employed, employed, or both ?
  • Are you in school ? (College or Trade school)*
  • Are your spouse in school ? (College or Trade school)
  • Please select ALL that apply:*
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  • Please check ALL income statements that apply*
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  • Please check ALL income statements that apply for Spouse.
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  • Did you, your spouse, or a dependent purchase health insurance via HealthCare.gov or a State Marketplace?*
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  • Credits and deductions are subject to IRS eligibility rules. Answering "yes" does not guarantee qualification. Documentation is require.

  • Dependents info

  • Will you be filing dependents?*
  • Date of Birth for Dependent #1
     - -
  • Date of Birth for Dependent #2
     - -
  • Date of Birth for Dependent #3
     - -
  • Date of Birth for Dependent #4
     - -
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  • Self-Employment /Business Income

  • Are you filing business/self-employment/side job/cash job income?*

  • Additional Info

  • Do you know of any potential offsets/garnishments to your tax refund? (Irs, unemployment, car tickets, loans, etc)*

  • I give express written permission for a representative of Major Tax Plus to contact the IRS Offset Line to assess possible offsets that will affect disbursement of my tax refund.

  • Date*
     - -

  • I understand if my taxes get offset I still have to pay my preparer fee.

    I understand if my taxes already got filed or if I fill this form out & Patricia do the work & I decline at end I will have to pay a time convience fee of $25. (If you just want a estimate please ask this form is if you're ready to file)

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