Tax Preparation Intake Form

Tax Preparation Intake Form

Please complete all sections to provide the information needed for your tax preparation.
Basic Information

Enter your personal and contact details below.
Full Name

First NameLast Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Home Address

Street Address

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

Other

Enter your dependents here

Employment Status (Check all that apply)

Other
Are you contributing to a 401k or other pre-tax account?
Is this your first time opening a pre-tax account?
Did you have tuition expenses for dependents?
Did you have child care expenses?
Housing & Property

Tell us about your housing and property situation.
Requested State Returns (Select all that apply)

Other
Did you make any energy star rated home improvements? (Select all that apply)

Other
Are you currently renting?
Monthly rental amount (USD)
How long have you lived at the property? (in months)
Do you have your own home?
Have you provided documents for property taxes?

Health Insurance Coverage (Last 12 Months)

General Expenses

Upload your tax-related documents (ID, statements, etc.)

Cancelof
By signing below, I acknowledge that the information provided is true and accurate to the best of my knowledge. I understand that I am responsible for the accuracy of this information and for providing all necessary documentation for tax preparation.
Taxpayer Signature
Taxpayer Signature Date

MonthDayYear
Date
Spouse Signature
Spouse Signature Date

MonthDayYear
Date