Tax Preparation Client Intake Form

Tax Preparation Client Intake Form
Hello, Thank you for your interest in filing your taxes with Banks Financial Group. At Banks Financial Group our mission is simple. We provide trustworthy and compassionate financial services built on a foundation of confidentiality and accountability. We provide expert tax and financial guidance, delivered with care, integrity and a commitment to protecting our clients best interests- every step of the way.

Please take time gathering your documents for yourself, spouse and your dependents before starting this intake form. The more information and documentation you provide ensures we are capturing the most accurate information for a easy process to file your federal and state tax returns without any issues.

Please wait until you have received all documents to complete this form. If all documents are not provided, your return may have a delay.

Please be sure to click "Submit" button at the bottom of the form. You will recieve a confirmation email to confirm your submission.
Date

MonthDayYear
Please select the date you are completing this form
How did you hear about Banks Financial Group?

Other
Which tax year are you filing?
If you are filing for multiple tax years, you must complete a separate intake form for each tax year.
Filing Status

Taxpayer's Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Taxpayer's Social Security Number
Ex.xxx-xx-xxxx
Taxpayer's Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Taxpayer's Email
example@example.com
Taxpayer's Occupation
Taxpayer's Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Taxpayer's Bank Account Number
Taxpayer's Bank Routing Number
Are you a full-time student?
Can someone claim you (the taxpayer) as a dependent?
Were you (the taxpayer) previously issued an Identity Protection Pin (IP-PIN) by the IRS or were you a victim of identity theft?
Do you (the taxpayer) or anyone being claimed as a dependent owe the IRS, in default with student loans or owe back child support? -Be sure to contact the IRS offset department to verify.
Upload taxpayer's Driver License or State ID

Please be sure that the document is a clear copy
Cancelof
Upload taxpayer's Social Security Card

Please be sure that the document is a clear copy
Cancelof

Taxpayer's Spouse Name

First NameLast Name
Taxpayer's Spouse Date of Birth

MonthDayYear
Date
Taxpayer's Spouse Social Security Number
Ex. xxx-xx-xxxx
Taxpayer's Spouse Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Taxpayer's Spouse Email
example@example.com
Taxpayer's Spouse Occupation
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Upload taxpayer's Spouse Driver License or State ID

Please be sure that the document is a clear copy
Cancelof
Upload taxpayer's Spouse Social Security Card

Please be sure that the document is a clear copy
Cancelof

Enter your dependents here

Did you receive unemployment during the tax year?
Did you have any gambling winnings during the tax year?
Did you receive any payment as an independent contractor this tax year?- Uber, Lyft, DoorDash, Bartending, Beautician Services, etc.

Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?

If anyone in your household has insurance through the marketpace, please upload the 1095 A form. If you don't provide this, it could cause a delay in refunds.

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Did you or any of dependents attend college during the tax year?
Do you have a 1098 T Mortgage Interest statement?
Did you receive a federal tax last year?

At Banks Financial Group our goal is to assist all of our clients with their tax requirements. However, unforessen circumstances can occur. If your refund is withheld by the IRS for any reason such as child support, student loans, IRS offset, you are still obligated to pay Banks Financial Group any and all fees associated with your filing your tax refund.

By signing this agreement, you acknowedge:
- I confirmed that all information I entered here is accurate and true.
- I allow Banks Financial Group to capture my sensitive data like personal id, government id, social security number (SSN) and other information.
- I have read the terms and conditions and privacy policy of Banks Financial Group.
- I have contacted the IRS offset hotline to determine if I have an offset and have notified Banks Financial Group.
- By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Date Signed

MonthDayYear
Date
Taxpayer Signature
I authorize Banks Financial Group to handle all aspects of my tax return, including preparing the necessary forms, signing all required documents, and electronically filing my taxes. I acknowledge that I am soley responsible for the accuracy of the information provided in this form and Banks Financial Group and its affiliates are not liable for any misrepresentation or false claims.
Date Signed

MonthDayYear
Date
Spouse Signature
Should be Empty: