2026 New Client - Tax Intake Form

2026 TAX PREPARATION INTAKE FORM - NEW CLIENTS ONLY

This form is for new clients beginning tax preparation services with Southeast Tax Services for the 2026 filing season. Please complete all sections fully to allow our team to prepare your return accurately.
PLEASE SELECT YOUR TAX PREPARER*

Tye RichardsonAlexis WashingtonDevynn BradfordLeah BlackPaula WardRobert SilverCEO VonteWalk-in Client
TAX YEAR*

202520242023202220212020
SERVICES REQUESTED*

Individual Tax PreparationBusiness Tax Preparation
PREFERRED CONTACT METHOD

PhoneTextEmailNo Preference
TAXPAYER INFORMATION
Taxpayer Legal Name*

First NameLast Name
Date of Birth*

MonthDayYear
Date
Social Security Number*
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
Do You Have An IRS Identity Protection (IP) PIN Number ?*
If YES, please enter number. If you do not have a PIN Number, please enter NO
Driver’s License / State ID Number*
Driver’s License / State ID Issuing State*
Driver’s License / State ID Issue Date*

MonthDayYear
Date
Expiration Date *

MonthDayYear
Date
Occupation*

Please Answer Yes or No Using the Drop Down*

	Yes / No ?
Are You Legally Blind?
Are You Disabled?
Will You Be Claimed as a Dependent by Another Taxpayer?

	Enter Expense Amount Below ($)
Advertising
Supplies
Commissions & Fees
Contract Labor
Depreciation
Employee Benefits
Insurance
Interest – Mortgage
Interest – Other
Legal & Professional Services
Office Expense
Pension / Profit Sharing
Rent – Vehicles
Rent – Office
Repairs & Maintenance
Supplies
Taxes & Licenses
Travel
Meals
Utilities
Wages

	Answer YES / NO
Were you unmarried or considered unmarried under IRS rules as of December 31, 2025?
Did you live apart from your spouse for the last six months of the tax year (July 1–December 31)?
Did the dependent live with you for more than half of the tax year (at least 6 months)?
Did you provide more than 50% of the dependent’s total financial support during the tax year?
Is anyone else eligible to claim this dependent for the same tax year?
Have you ever been denied or disallowed the Earned Income Credit (EITC), Child Tax Credit (CTC), or American Opportunity Tax Credit (AOTC) by the IRS?
If requested, can you provide documentation to support residency, support, and eligibility for the credits claimed?

Client Certification, Authorization & Acceptance
By signing below, Client acknowledges and agrees that:
- The information provided is true, complete, and accurate to the best of their knowledge
- They are responsible for maintaining records and documentation required by the IRS
- Southeast Tax Services, LLC is authorized to prepare and electronically file tax returns on their behalf
- If filing a joint return, each spouse authorizes Southeast Tax Services, LLC to share relevant tax information with one another for purposes of preparing the return
Client confirms they have read, understand, and agree to the terms of this Agreement.
Taxpayer Client Certification Signature*

Clear
Taxpayer Sign Date*

MonthDayYear
Date
Spouse Client Certification Signature*

Clear
Spouse Sign Date*

MonthDayYear
Date
UPLOAD YOUR TAX DOCUMENTS

Please upload clear, non-blurry images of all documents. Ensure all four corners of your driver’s license and Social Security card are fully visible. Submitting accurate documents helps avoid delays and ensures your return is prepared correctly.
Upload Your Valid Drivers License (Front & Back)*

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Upload Your Social Security Card & Dependent's SS Card*

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Upload Your W-2, 1099, 1098, 1098-T, 1095-A

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Upload Any Additional Tax Documents (e.g., Child Care Statements, Birth Certificates, etc.)

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Should be Empty:

2026 TAX PREPARATION INTAKE FORM - NEW CLIENTS ONLY