Welcome to Fortune Tax Advisors. Please complete this client data sheet toprovide us with the information to best serve you. If you have any questionsplease email fortunetaxinfo@gmail.com We look forward to serving you!

Required Documents Upload

Please upload clear, readable copies of all applicable documents. Missing documents may delay processing.
Welcome to Fortune Tax Advisors! Please complete this client data sheet so we can better assist you with your tax preparation. If you have any questions while completing the form, please email fortunetaxinfo@gmail.com.
We look forward to working with you!
Fortune Tax Advisors Client Intake Form

Where Strategy Builds Wealth
Tax Year Being Filed:
Current Tax Year (2025)
Date of Birth
Name

First NameLast Name
Social Security Number
Confirm Social Security Number
Home Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Filing Status
Occupation
IP PIN
Yes, No, Not Sure
How many W2s do you have?
Do you own a business or were self employed?
Did you receive unemployment?
Do you own or rent your home?
Did you pay over half the expenses of maintaining residence for the entire year?
Did you move from your house last year?
Do you currently owe the IRS?
Upload proof that you do not owe the IRS

Cancelof
If you owe the IRS or can't provide proof, are you able to pay half of your tax preparation fee upfront?
Are you interested in applying for a tax refund cash advance (up to $7,500)?
Did you receive market place insurance?
Did you attend college?
How many total income documents are you expecting for the whole year?
How did you hear about us? (Referral, Instagram, Facebook, Returning Client, Other)
Do you owe any outstanding debts, such as child support,IRS debts, or judgements against your name?
Did you support a child or family member for more than 6 months out of the year?
How many dependents are you claiming?
Dependent #1 Full Name
Dependent # 1 Date of Birth
What is the relationship to dependent #1 (son, daughter, nephew, niece)?
Dependent # 1 Social Security Number
Dependent #2 Full Name
Dependent # 2 Date of Birth
What is the relationship to dependent #2 (son, daughter, nephew, niece)?
Dependent # 2 Social Security Number
Dependent #3 Full Name
Dependent #3 Date of Birth
What is the relationship to dependent #3 (son, daughter, nephew, niece)?
Dependent #3 Social Security Number
Dependent #4 Full Name
Dependent #4 Date of Birth
What is the relationship to dependent #4 (son, daughter, nephew, niece)?
Dependent #4 Social Security Number
Bank Account Information
Routing Number
Account Number
Confirm Account Number
Account Type
How would you like your refund?
Driver’s License or State ID

Front & Back
Cancelof
Social Security Cards & Birth Certificates

Upload Social Security cards for everyone listed on the return & dependents Birth Certificates.
Cancelof
W-2 Forms

Cancelof
1099 Forms

1099-NEC, 1099-MISC, 1099-K, 1099-R, etc.
Cancelof
Self-Employed / Business Documents

Profit & Loss, EIN letter, LLC docs, expenses, etc.
Cancelof
College Forms

1098-T
Cancelof
Lease Agreement

Cancelof
Unemployment Forms

1099-G
Cancelof
Your Financial Story

This part is optional. There are no wrong answers. It just helps us see how else we can support you beyond tax prep.
Do you currently have life insurance?
Is everyone who depends on you covered?
How would you describe your credit right now?
Would you like help improving or repairing your credit?
What is your biggest money goal for the next 12 months?
Would you like to learn about resources and other ways we can help you outside of tax prep? Check all that interest you.
May we contact you about the options you checked?
Additional Tax Documents

Any other documents not listed above
Cancelof
Who would you like to file with?
Please carefully review all information provided, including: Names (spelling accuracy), Social Security Numbers, Bank account information, All other personal and financial data. You confirm that all information is accurate before submission.
Consent

By signing below, I acknowledge and agree to the following: I have authorized Fortune Tax Advisors (also referred to as “the Company”) to prepare my federal and state tax returns. The Company’s responsibility is limited to preparing these returns. Accuracy depends entirely on the information I provide. My personal information will be used according to IRS rules and regulations. I consent to electronically sign any required documents to complete my tax return. I will provide all necessary documents, including but not limited to: Social Security card, Identification card, W-2,1099,1098 forms, Childcare and school information, Mortgage documents. I will receive a copy of my tax return and agree to store it safely, as additional copies must be requested directly from the IRS. I understand that the Company does not control IRS processing times. For updates on refunds, I will check www.irs.gov. I authorize Fortune Tax Advisors to prepare all forms related to my tax return and to electronically file my tax return. I agree to pay a one-time e-file and banking fee of $275, which may be electronically deducted from my refund. I understand that I am responsible for the accuracy of all information provided. The Company is not responsible for misrepresentations or false claims. I consent to the creation of an account to privately display my tax information. I understand I may opt out by calling 248-220-7675 or emailing fortunetaxinfo@gmail.com. Failure to permit e-filing may result in deletion of my personal account.
I confirm that all information provided is complete and accurate.
Signature
Thank you for trusting Fortune Tax Advisors this tax season!

We’ll review your information and give you a call shortly. Once you’re finished, please text your preparer or 248-220-7675 “Done.”
Should be Empty: