Secure U.S. Tax Client Intake Form – 2026
This form helps us assess your tax filing needs. It takes about 2–3 minutes. ✔ IRS Registered Tax Preparer (PTIN Holder) ✔ 15+ Years of Accounting Experience✔ Secure & Confidential | No Obligation
Which tax service do you need?
*
Individual Tax Return
Business Tax Return
CONTACT DETAILS:
(Common)
Name
*
First Name
Last Name
Phone Number/WhatsApp Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
*
example@example.com
IF Individual Tax Return SELECTED
Filing Status
Single
Head of Household
Married Filing Separate
Married Filing Joint
Qualifying Widower
Types of Income (Select all that apply)
W-2
1099 / Self-Employed
Rental Income
Investment Income (1099-INT, DIV, B):
Mortgage / Property Documents:
Other Documents:
Did you file a U.S. tax return last year?
Yes
No
Not Sure
IF Business Tax Return SELECTED
Business Name
Business Entity Type
Please Select
Sole Porprietorship
LLC
C-Corporation
S-Corporation
Partnership
Do you have an EIN?
Yes
No
Accounting Software
Please Select
QuickBooks Online
Xero
Excel / Manual
None
Did you file a business tax return last year?
Yes
No
Not sure
Any specific comments or questions you have for us at this time?
Taxpayer Signature
*
Date Signed
*
-
Month
-
Day
Year
Date
Thank you for contacting EG Bookkeeping LLC Tax Preparer. Our team will review your information and contact you within 24 business hours.
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