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*
  • Interview Date*
     - -
  • Interview Setting*
  • Filing Status*
  • Do you have any dependents you would like to add? You can select more than 1 option. You must have provided more than half of their financial support during the year.*
    • Taxpayer Information 
    • Taxpayer's Date of Birth*
       - -
    • Format: (000) 000-0000.
    • Is ALABAMA your resident state? Is USA your resident country?*
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    • 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?*
    • Spouse Information 
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    • Income Information 
    • What type of income did you or your spouse have for 2025? Check ALL that apply.*

    • SELF-EMPLOYMENT and/or 1099 Contract Employees

      If you selected Self-Employment or 1099 Income above, you will be sent an itemization form to better help outline your income and expenses. It will be sent immediately after you have submitted this form. Please be sure to complete this form to better outline your tax situation and to keep your intake running smoothly. 

    • 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 work overtime last year at all? There are deductions available for you if you did.*
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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 work in any other states or countries last year?*
    • 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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    • Dependent(s) Information  
    • Rows
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    • Do any of your dependents ave an IP PIN issued by the IRS?*
    • Did anyone else provide support for the dependent(s)?*
    • Does the other parent have any rights to file the dependents(s) listed?*
    • What is the status of other biological parent?*
    • Is there a child support custody agreement in place?*
    • Are any of your dependents adopted, disabled, or blind?*
    • Did you pay anyone daycare/caretaker fees for your dependent(s) for the tax year?*
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    • Did any of your dependents attend college or work last year?
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    • Tax Related Questions for Due Diligence 
    • Did you, your spouse, and/or your dependents have health insurance within 12 months last year?*
    • Who was the insurance through? Select All That Apply
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    • Did you or your spouse attend college last 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
    • 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 
    • If you are receiving a refund, how would you like your funds to be disbursed?*
    • What type of an account is this? Select the one that applies*
    • Would you like to apply for the Refund Advance Loan? (Additional fees may apply)*

    • 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*
       - -

    • 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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