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 adonaiinnercircle@gmail.com
Tax Preparer
How did you hear about Adonai Inner Circle?
Let us know how you heard about us! Be sure to mention your referral!
Who referred you? How did you hear about us?
Tax Information
Which tax year are you filing?
Filing Status
Would you like to apply for the Refund Advance Loan? ( Additional fees may apply )

Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Social Security Number
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Occupation
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Can someone claim you ( the taxpayer ) as a dependent
Were you previously issued an Identity Protection Pin ( IP-PIN ) by the IRS or were you the victim of identity theft?
Taxpayer IP Pin
Have you ever been disallowed for EITC/ACTC/AOTC/CTC?
Do you or anyone being claimed as a dependent owe the IRS, on default with student loans or owe back child support? Contact the IRS offset department to confirm
Upload Driver's License or State ID

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Upload a selfie holding License or ID

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Upload Social Security Card

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Type a question

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

Number of Dependents
Dependent (1)

First NameLast Name
DOB Social Security Number
Dependent (1) Relationship to Taxpayer
Dependent (2)

First NameLast Name
DOBSocial Security Number
Dependent (2) Relationship to Taxpayer
Dependent (3)

First NameLast Name
DOBSocial Security Number
Dependent (3) Relationship to Taxpayer
Upload Dependents Social Security Card

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Upload Dependents Birth Certificates

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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

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

Other
If anyone, Attended College Please Upload 1098-T Documents

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Do you have any Child Care Expenses?
Please Provide Day Care Provider Name
Day Care Provider Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Day Care Provider Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Day Care Provider EIN/Tax ID Number
Please Upload Day Care Invoices

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Do you own your home?
Do you have documents that show you paid for property taxes?
Please Upload Property Tax Documents

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

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Do you have a 1098 Mortgage Interest Statement?
Please Upload 1098 Mortgage Interest Statement

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Did you receive a federal tax last year?
Are you interested in any of these services?

Our goal at Adonai Inner Circle 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 Adonai Inner Circle. 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

Adonai Inner Circle 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 Adonai Inner Circle

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 Adonai Inner Circle
If you are receiving a refund, how would you like your funds to be disbursed?*
Bank Information for Direct Deposit
Account Type
Bank Name
Routing Number
Account Number
Date

MonthDayYear
Date
Signature
I authorize Adonai Inner Circle 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 Adonai Inner Circle. and its affiliates are not liable for any misrepresentation or false claims.
Date

MonthDayYear
Date
Signature

Should be Empty:

Tax preparation Client Intake Form

Tax Information