Be Rich Financial 2026 Intake Tax Application

2026 Client Intake Form
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Are You New Client?
Were you referred by anyone? If so, please provide their name below.
- Filing Status
- Do you have dependents?
- Did your qualifying dependent or dependents live with you for more than half of the year?
- Did you cover more than half of your household’s expenses?
- When did your spouse pass away?
  
  MonthDayYear
  Date
- Full Legal Name
  
  First NameMiddle InitialLast Name
- SSN or ITIN
- Date of Birth
  
  MonthDayYear
  Date
- Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Email
  example@example.com
- Has your address changed since last tax season?
- Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Upload a photo of your ID
  
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- Do you have an IRS Identity Protection PIN?
- Please Enter Your IP Pin Here.
- Please Select All That Apply
- Spouse - Full Legal Name
  
  First NameMiddle InitialLast Name
- SSN or ITIN
- Date of Birth
  
  MonthDayYear
  Date
- Spouse - Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Spouse - Email
  example@example.com
- Do you have an IRS Identity Protection PIN?
- Please Enter Your IP Pin Here.
- Please Select All That Apply
- Please list everyone you plan to claim on your 2025 tax return. Follow-up questions help confirm eligibility for tax credits and prevent delays.
- Dependency Qualification: Check all that apply to this dependent:
- Did another parent/guardian claim your dependent(s) last year?
- Is there a custody agreement or court order related to claiming your dependent(s)
- Have you ever requested an IRS IP PIN for your dependent(s)?
- If so, please input the IP Pin with the dependents name next to it.
  Example: Teresa - 654321
- Did you or anyone in your household have Marketplace/Obamacare insurance in 2025? If you or anyone in your household had Marketplace/Obamacare insurance in 2025, you’ll receive Form 1095-A.
- If you selected yes to the previous question, please upload existing 1095-A form or download from HealthCare.gov
  
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- Who was covered under the Marketplace plan?
- Did you or your spouse have a Health Savings Account (HSA) or other Medical Savings Account (Form 1099-SA & Form 5498-SA) in 2025?
- If you selected yes to the previous question, please upload existing Form 1099-SA & Form 5498-SA
  
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- How did you earn income in 2025? Select all that apply.
- Upload All Income-Related Documents (Except Business Income)
  
  Cancelof
- What type of work do you do?
  Examples: “Hair stylist,” “Nail tech,” “Instacart shopper,” “Graphic design,” “Clothing boutique,” “OnlyFans,” “Rideshare,” “Home cleaning,” etc.
- Business Name (if different from your personal name)
- Business Start Date (or year started)
  
  MonthDayYear
  Date
- How were you paid? (Select all that apply)
- Do you have any 1099 forms for this income?
- Did you receive cash payments not shown on any 1099?
- Did you use your personal vehicle for business in 2025?
- Please input vehicle mileage here:
- Do you have a mileage log?
- Do you use a dedicated space in your home exclusively for your business?
- Approximately what percentage of your home is used for business?
  e.g., “10%”, “one room”, “just my office space”
- Did you pay rent, mortgage interest, utilities, or homeowner’s insurance?
- Please Upload All Business-Related Documents
  
  Cancelof
- Please check all that apply
- Upload Supporting Documents for Credits & Deductions
  
  Cancelof
- Bank Name
- Checking or savings?
- Routing Number
- Account Number
- Are you interested in a cash advance? If approved, you could receive funds of up to $7,500 within 24 to 48 hours.
- If you answered "Yes" to the cash advance question, please choose the option below that suits you best.
- Tax Preparation & Client Authorization Agreement
- Thank you for choosing Be Rich Financial and for the opportunity to serve you. We appreciate your business and the trust you place in our firm.
  
  By confirming below, you certify that all information you have provided is complete, accurate, and truthful to the best of your knowledge.
  
  You authorize Be Rich Financial to collect, use, and securely store sensitive information, including but not limited to personal identification, government-issued identification, Social Security numbers, and other relevant data necessary for tax preparation and compliance purposes.
  
  You acknowledge that you have reviewed and agree to Be Rich Financial’s Terms and Conditions and Privacy Policy.
  
  By signing this agreement, you confirm that you understand and accept both your responsibilities and ours in the preparation of your tax return. You understand that Be Rich Financial relies on the information you provide and is not responsible for errors resulting from incomplete, inaccurate, or omitted information.
- Your Voice Matters
- We value your input. If there is anything you would like to share regarding your financial situation, specific concerns, or questions about our services, please use the space below.
- Date
  
  MonthDayYear
  Date
- Primary Taxpayer Signature
- Date
  
  MonthDayYear
  Date
- Spouse Signature
- Should be Empty:

2026 Client Intake Form

Tax Preparation & Client Authorization Agreement

Your Voice Matters