Tax Station - Client Intake Form

Tax Preparation Client Intake Form
Who is your preparer?*
Today's Date*

MonthDayYear
Client Status*

NewReturning
How did you hear about us?*
Give them a shoutout.

First NameLast Name
WELCOME TO TAX STATION.

So happy you're trusting us to do your taxes!
Tax Year*

202520242023Other
Filing Status

SingleHead of HouseholdMarried Filing SeparateMarried Filing JointQualifying Widower
Not sure your filing status? Choose your best guess. Your preparer will confirm.
Will this be your first time filing taxes?*

Dependent
Type a question
Dependents' Social Security Card

Multiple files can be uploaded here. Please upload the ENTIRE Social Security Card(s). Please take CLEAR pictures.
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Heads up: A birth certificate may be requested if additional proof of relationship is needed. Your preparer will let you know if this is required, as it is not the case for every dependent.
Did you receive any government assistance paying your rent or utilities for the tax year?*

YesNo

Refund & Wrap Up
Additional Notes for Your Preparer:
Would you like to apply for a refund advance?

YesNo
How would you like your refund disbursed?

Direct Deposit (your own account)Green Dot CardNot Expecting a Refund
Bank Institution
Routing Number
Account Number
In the event you or your spouse refund is offset for a debt you owed, held up for any reason, or not disbursed at the fault of your negligence, you are still responsible for your agreed prep fee. Payment options are available upon request. Do you understand and agree?*

YesNo
Do you or your spouse owe any debts that will offset your refund (meaning the debtor will collect the debt from your refund) such as IRS, Restitution, Student Loans, or Child Support?
Please Explain
Important: Some refunds can be reduced due to prior debts.

Acknowledgment & Signature
Taxpayer Signature*

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Date Signed

MonthDayYear
Date
Spouse Signature

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Date Signed

MonthDayYear
Date
Missing or Requested Files (If Needed)

Optional. Use this section later if your preparer requests additional documents or if you need to upload something you forgot.
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Should be Empty:

Tax Preparation Client Intake Form