2026 - LuxTaxBrand & Co. Client Intake Form

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 Support@LuxTaxBrandCo.com
Select your tax professional. *
How did you hear about LuxTaxBrand & Co., LLC.?
Let us know how you heard about us! Be sure to mention your referral!
Who referred you? How did you hear about us?
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
Interview Date*

MonthDayYear
Please select the date you are completing this form
Interview Setting*

VirtualIn-OfficeTranslator Used - Select if someone assisted you with this intake form
Filing Status

SingleHead of Household (Select this one if you have dependents to claim)Married Filing SeparateMarried Filing JointQualifying Widower
Would you like to apply for the Refund Advance Loan? (Additional fees may apply)

YesNo

Spouse Information
Upload taxpayer's SPOUSE Driver's License or State ID - Be sure that the document is a clear copy

Cancelof
Upload taxpayer's SPOUSE Social Security Card - Be sure that the document is a clear copy

Cancelof
Do you have dependent(s) you would like to add?

YesNo

Self-Employed - Only complete this if you own your own business or you are in a partnership
What is the name of your business?
What is your EIN?
Employer Identification Number
Legal Address of Business

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Business Email
example@example.com
Business Phone Number
Please enter a valid phone number.
What is your business entity?

Sole ProprietorLLC - Single MemberLLC - S CorpLLC - Multi - MemberC - CorpS - CorpNon profit
What was your gross income for the tax year?
How long have you owned your business?
What type of services do you offer?
How many clients do you have?
Did you receive payments from a 3rd party network such as Cash App, Paypal, Venmo, etc...

YesNo
If yes, how much did you receive?
Do you travel for business?

YesNo
How do you track your mileage?
Do you maintain separate banking accounts for personal and business transactions?

YesNo
Upload supporting business documents - Be sure that the document is a clear copy

Ex: Detailed summary of expenses, Business License & Registration, Taxpayer Summary of Income, Bank Statements, Reconstruction of income and expenses, etc...
Cancelof
Upload 1099- K (If applicable)- Be sure that the document is a clear copy

Cancelof

List your business expenses - How much did you spend on each of these items? Self- Employed or 1099 Independent Contractor.

	Yearly Amount (USD)
Advertising (Ads, website, etc...)
Travel (Hotels, Air BNB, etc...)
Rent/Lease
Meals
Supplies
Taxes
Wages
License
Office Supplies
Labor
Equipment
Utilities
Commission
Insurance
Legal Fees
Repairs
Vehicle Mileage
Vehicle Maintenance
Miscellaneous

Dependent(s) Information
Upload proof of head of household - Be sure that the document is a clear copy - To be eligible for Head of Household credit, please provide a lease agreement or a recent utility bill.

Ex: Lease, utility bill (water, electric), etc...
Cancelof

Enter your dependents below:

	Name	SSN	Date of Birth	Relationship	Did Child live with you longer than 6 months during the year?
1
2
3
4
5
6

What proof of residency can you provide for the dependent(s) you are claiming to validate they lived in your home for 6 months or more?*
Upload proof for dependent(s) - Be sure that the document is a clear copy*

Ex: Report cards, Doctor's records, lease with children's names, Child care provider records, employer statement, Placement agency statement, Social service records or statement, etc...
Cancelof
Did anyone else provide support for this dependent(s)?

YesNo
If yes, who and what is their relationship to the dependent?
Does the other parent have any rights to file the dependents(s) listed?*

YesNo
What is the status of other biological parent?

ActiveNot ActiveDeceasedWhereabouts unknownOther
What city and state does the other parent live in?
Did you pay anyone daycare fees for your dependent(s) for the tax year?

YesNo
Upload dependent(s) Social Security Card(s) - Be sure that the document is a clear copy

Cancelof
Upload dependent(s) Birth Certificate(s) - Be sure that the document is a clear copy

Cancelof
Upload dependent(s) daycare form(s) - Be sure that the document is a clear copy

Cancelof

Tax Related Questions for Due Diligence

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

	Yes/No	Employer	Spouse Ins	Exchange/ Marketplace	Direct with Insurer	Medicare	Medicaid
Taxpayer
Spouse
Dependent 1
Dependent 2
Dependent 3
Dependent 4
Dependent 5

If anyone in your household had insurance though the marketplace, please upload the 1095 A. If you don't provide this, it could cause a delay in refunds - Be sure that the document is a clear copy

Cancelof
Did you or any of your dependents attend college during the tax year?

YesNo
Upload your 1098 T here:

Cancelof
Do you receive subsidized housing or section 8?

YesNo
Do you participate in any government assistance programs? If so, which one(s)? Select all that apply

Food StampsTANFMedicaidMedicare
How much do you receive monthly in benefits for subsidized housing, section 8, and/or other government assistance programs?
Ex: $258 in food stamps and $1300 in subsidized housing benefits
Please upload supporting documents - Be sure that the document is a clear copy

Cancelof
Do you have a 1098 mortgage interest statement?

YesNo
Please upload supporting documents - Be sure that the document is a clear copy

Cancelof
Did you receive a federal tax last year?

Yes ; email last tax return to your preparerNo
Are you interested in any of these services?

Credit RepairBusiness Formation ServicesStock Market Investments
I agree to receive communications as described below:*

By checking this box, you consent to receive communications from LuxTaxBrand & Co., LLC and Signed Sealed Approved, LLC via phone call, text message, email, or other electronic methods regarding tax preparation services, credit-related services, account updates, and related offers. Message and data rates may apply. Consent is not a condition of purchase. You may opt out at any time.

Acknowledgment & Signature
If you are receiving a refund, how would you like your funds to be disbursed?*

Direct DepositCheck - Pick up in officeCheck mailedDebit card issued through LuxTaxBrand (Refund issued up to 4 days earlier)Other
What type of an account is this?*

Checking AccountSavings Account
Please enter your banking information here - Please be sure to double check your numbers to prevent delay in funding
Important Payment, Authorization, and Disclosure Notice

LuxTaxBrand & Co., LLC – Client Taxpayer Acknowledgment

Our mission is to help you meet your tax filing needs with accuracy and care. However, you understand and accept that certain circumstances may affect how or when your refund is issued.

If your refund is delayed, reduced, offset, intercepted, or issued as a paper check due to federal or state debts (e.g., child support, student loans, IRS offsets, etc.), you remain fully responsible for all tax preparation fees owed to LuxTaxBrand & Co., LLC.

By submitting this form, you acknowledge and agree to the following:

All information provided is true, complete, and accurate to the best of your knowledge.

You authorize LuxTaxBrand & Co., LLC. to:
- Collect, store, and process your sensitive personal information (e.g., SSN, ID)
- Prepare, sign (as applicable), and electronically file your tax return
- Contact the IRS Offset Hotline (800-304-3107) or similar agencies to verify any debts that may impact your refund
- You understand that you are solely responsible for the information provided on this form
- You confirm that you have disclosed any known offsets or government debts that may affect your return
- You acknowledge that LuxTaxBrand & Co., LLC. is not liable for delays, penalties, or errors caused by inaccurate or incomplete information you submit
- You agree to the Terms and Conditions and Privacy Policy of LuxTaxBrand & Co., LLC.
- If payment is not received in full within forty-five (45) days of filing, you understand that legal action or collection efforts may be pursued to recover unpaid fees
Date Signed*

MonthDayYear
Date
Taxpayer Signature*

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I agree to receive communications as described below:*

By checking this box, you consent to receive communications from LuxTaxBrand & Co., LLC via phone call, text message, email, or other electronic methods regarding tax preparation services, account updates, and related information. Message and data rates may apply. You may opt out of communications at any time.
Once you click Submit, you will be redirected to our Engagement Form. Please complete the Engagement Form immediately so your files can be reviewed without delay. Failure to complete this step may result in processing delays. This will only take a few minutes.
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Tax Preparation Client Intake Form