Miner Financial Solutions - 2026 Tax Season

  • Tax Preparation Client Intake Form

    2026 Tax Season

  • Thank you for completing your client intake form. Please take time gathering you, your spouse, and your dependent's documents before starting this form. The more information and documentation you provide ensures we are capturing the most accurate information 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 docouments are not provided correctly, your return may have a delay.

    Providing all requested information during intake allows us to research and maximize deductions or minimize your liabilities for the tax year.

    Please be sure to click the “Submit” button at the bottom of the form. You will receive a confirmation email to confirm your submission.

    This should take you approximately 30 minutes to complete.

    This intake form is highly secure and all requested information is required by the IRS. Your information is securely transmitted and protected using SSL (Secured Socket Layer) which provides the same protective measures as banks and physician’s offices. Protecting your sensitive information is of high importance to our firm.

    If you have additional documentation that you were not able to upload, please email them directly to Minerfinancialsolutions@gmail.com 

  • Interview Date*
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  • Interview Setting*
  • Filing Status
    • Taxpayer Information 
    • Taxpayer's Date of Birth*
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    • Format: (000) 000-0000.
    • 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?*
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    • 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*
    • Have you (the taxpayer) ever been disallowed for EITC/ACTC/AOTC/CTC?*
    • What is the taxpayer's marital status as of December 31st of the tax year in which they filing?*
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    • Spouse Information 
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    • Income Information 
    • What type of income did you or your spouse have for 2025? Check ALL that apply.
    • Did you receive unemployment during the tax year?*
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    • Did you have any gambling winnings during the tax year?*
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    • Did you receive any payment as an independent contractor this tax year? - Uber, Lyft, Instacart, DoorDash, Bartending, Modeling, Beautician Services, etc...
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    • Did you have to use your own vehicle for business purposes?
    • Did you receive any other wage forms that you would like to submit?
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    • Self-Employed - Only complete this if you own your own business or you are in a partnership 
    • Format: (000) 000-0000.
    • What is your business entity?
    • Did you receive payments from a 3rd party network such as Cash App, Paypal, Venmo, etc...
    • Do you travel for business?
    • Do you maintain separate banking accounts for personal and business transactions?
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    • Rows
    • Dependent(s) Information  
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    • Did anyone else provide support for this dependent(s)?
    • Does the other parent have any rights to file the dependents(s) listed?*
    • What is the status of other biological parent?
    • Did you pay anyone daycare fees for your dependent(s) for the tax year?
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    • Tax Related Questions for Due Diligence 
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    • Did you or any of your dependents attend college during the tax year?
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    • Do you receive subsidized housing or section 8?
    • Do you participate in any government assistance programs? If so, which one(s)? Select all that apply
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    • Do you have a 1098 mortgage interest statement?
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    • Did you receive a federal tax last year?
    • Are you interested in any of these services?
    • Acknowledgment & Signature 

    • Our goal at Miner Financial Solutions is to assist all of our customers with their tax requirements. However, we recognize that unforeseen circumstances can occur. If your refund is withheld by the IRS for reasons such as child support, student loans, IRS offset, or your refund check is mailed, you are still obligated to pay Miner Financial Solutions any and all fees associated with filing your tax refund.


      By signing this agreement, you acknowledge:

      • If payment is not made in full within 45 days, legal actions will be sought to resolve payment
      • All information entered on the client intake form is accurate and true

      • Miner Financial Solutions is 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 Miner Financial Solutions

      • I have read and understood your responsibilities and our responsibilities in doing this tax return.
      • I have contacted the IRS offset hotline to determine if I have an offset and have notified Miner Financial Solutions
    • If you are receiving a refund, how would you like your funds to be disbursed?*
    • What type of an account is this?*
    • Date Signed*
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    • I authorize Miner Financial Solutions 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 solely responsible for the accuracy of the information provided in this form and understand that Miner Financial and its affiliates are not liable for any misrepresentation or false claims.

    • Date Signed*
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    • Should be Empty: