2026 Tax Client Intake Form

Tax Client Intake Form

Please complete this form to provide your personal and tax-related information for your individual tax return. All information will be kept confidential.
Personal Information

Please provide your contact and identification details.
Full Name*

First NameMiddle NameLast Name
Social Security Number*
Date of Birth*

MonthDayYear
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
Driver's License or State ID Number*
Spouse's Full Name

First NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.
Home Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Filing Status*

SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er)Other
Income Sources (check all that apply)*

Wages/Salary (W-2)Self-Employment IncomeInterest/DividendsRetirement/PensionUnemploymentRental IncomeCapital GainsOther
Deductions & Credits (check all that apply)

Student Loan InterestEducation ExpensesChildcare ExpensesMedical ExpensesRetirement ContributionsCharitable DonationsMortgage InterestOther
Did you file a tax return last year?*

YesNo
If yes, What was your refund amount?*
1.Dependent's Full Name

First NameLast Name
Date of Birth

MonthDayYear
2. Dependent's Full Name

First NameLast Name
Date of Birth

MonthDayYear
3. Dependent's Full Name

First NameLast Name
Dependent's Date of Birth

MonthDayYear
Date
Dependent Information
Would you like your refund (if any) to be directly deposited into your bank account?*

YesNo
Bank Name (for direct deposit)*
Routing#*
Account #*
Do you have an IPPIN? Issued by the IRS. A new one is sent each year*
IPPIN
Additional Information or Questions
Did you file taxes for tax year 2024?*

YesNo
How much was your refund (or balance due) for tax year 2024?
Do you have a 1098 form for mortgage or school?*

YesNo
Did you have Health Insurance through the Healthcare Marketplace (Affordable Care Act) in 2024?*

YesNo
If yes, what is your Healthcare Marketplace Policy Number? (Your taxes cannot be filed without this information.) This form 1095-A
1095 C is not needed
Upload Documents*

Submit Documents Here please
Cancelof
Agreement & Electronic Signature

Please read and sign below to authorize the preparation of your tax return.
Signature*

Powered by Jotform SignClear
Date Signed*

MonthDayYear
Should be Empty:

Tax Client Intake Form

Personal Information

Agreement & Electronic Signature