Client Intake Form
Filing status
Single
Married
Married Filing Joint
Married Filing Seperate
Qualifying Widower
Head Of Household
TaxPayer Name
*
First Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
E-mail
example@example.com
Occupation
*
Identity Protection Pin (if applicable)
*
Please upload a taxpayer's unexpired driver's license
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Do you have an IRS Identity IPPIN?
*
No
Yes
Please confirm the calendar year you are completing this client intake form.
2025 ( Jan 1 - December 31 2025)
2024 (Jan 1 -Dec 31 2024)
2023 (Jan 1-Dec 31, 2023)
Can anyone else claim you as a dependent on their tax returns
*
No
Yes
Are you legally blind?
*
No
Yes
Are you totally and permanently disabled?
*
No
Yes
Are you a full time student?
*
No
Yes
Did every member of your household have health insurance for the tax year?
*
No
Yes
Did you have Health Care through Affordable Care (Market Place)?
*
No
Yes
Upload Form 1095A
*
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Spouse Full Name
First Name
Last Name
Spouse Date Of Birth
-
Month
-
Day
Year
Date
Spouse Email
example@example.com
Spouse Phone Number
Please enter a valid phone number.
Spouse Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Spouse Occupation
*
Spouse Employment Status
*
Please Provide State ID #
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Are they a full time student?
*
No
Yes
Are they totally and permanently disabled?
*
No
Yes
Do you have any dependents you would like to claim?
*
No
Yes
Dependent Information (Full Name -Social Security Number-Date Of Birth-Relationship)
Dependent Required Documents
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How many months did this dependent live with you?
Did you provide more than half of this dependent's financial support?
*
No
Yes
Can anyone other than you qualify to claim this dependent?
*
No
Yes
Did you pay for childcare or daycare expenses during the tax year?
*
No
Yes
Amount paid for childcare.
Upload Tuition Statement(s)
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What are your sources of income? (Please check all that apply
W-2 Employment (W-2 upload section)
Investment / Dividends / Interest Income (1099-INT or 1099-DIV upload section)
Alimony Recieved
Unemployment Compensation (1099-G upload section)
1099 Misc (1099-MISC upload section)
Social Security Benefits (SSA, SSI, SSDI) (SSA-1099 upload section)
1099 K (1099-K upload section)
Retirement / Pension / 401(k) / IRA Distributions (1099-R upload section)
Self-Employment / 1099 Income (business income & expense section)
Gambling / Lottery Winnings (W-2G upload section)
Alimony Received
Do you have any non-US income or assets?
*
No
Yes
Please upload all income verification documents that apply to your tax situation. Failure to provide complete income documentation may cause delays in the processing of your return or delay any refund that may be due. *
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Addtl income Documents
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Did you have foreign accounts or investments that had an aggregate value of over $10,000?
*
No
Yes
Do you have any foreign accounts where the aggregate value was higher than $50,000 on the last day of the tax year or the aggregate value exceeded $75,000 at any point in the tax year?
*
No
Yes
Did you sell property this year?
*
No
Yes
Property Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Did you or a family member stay at this property last year?
*
No
Yes
Did you make any improvements to this property last year?
*
No
Yes
Did you have any other income not listed above (like cash work, tips, prizes, or side jobs)? If yes, please describe below
What is the main activity of this business?
Business Name
Does this business have a tax registration number? (EIN)
*
No
Yes
Business EIN Number
Who owns the business
Taxpayer
Spouse
Both
Business Partner outside of Spouse
Business Structure
Sole Properitor
LLC
Partnership
Other
Did you use your vehicle for your business last year?
*
No
Yes
When did you place your vehicle in service for business purposes?
Number of miles used over the year for business?
Number of miles used over the year for other purposes
Was your vehicle available for personal use off-duty hours
Did you (or your spouse) have another vehicle for personal use?
*
No
Yes
Is your office based out your home?
*
No
Yes
Total area of the house (sq feet)
Area of business portion
Business Expense Supporting Documents
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Upload Deduction Documents or Receipts
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CLIENT ACKNOWLEDGEMENT & AUTHORIZATION
By signing below, I confirm and agree to the following:Accuracy of InformationI certify that all information provided in this form is true, complete, and accurate to the best of my knowledge.Consent to Data CollectionI authorize DIAMOND RETURNS to collect and securely store my personal and sensitive data, including but not limited to my government-issued identification, Social Security Number (SSN), income documentation, and other tax-related information, for the purpose of preparing and filing my tax return.Terms and PrivacyI have read and agree to the Terms & Conditions and Privacy Policy of DIAMOND RETURNS. I understand that my personal data will be handled in accordance with these policies.Acknowledgment of ResponsibilitiesBy signing below, I acknowledge that I have read and understood both my responsibilities and those of DIAMOND RETURNS in the preparation of my tax return.
Signature
Date
-
Month
-
Day
Year
Date
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