Graves CPA New Client Intake Form
Thank you for choosing Graves CPA to file your personal taxes! Please complete the below form to begin your tax filing. Note: this form is secured and encrypted to ensure the safety of your data
Your Name
*
First Name
Last Name
Your Social Security Number
*
Your Date of Birth
*
-
Month
-
Day
Year
Date
Your Job Title
*
Marital Status as of December 31, 2025
*
Please Select
Never Married
Married
Divorced
Legally Separated but not Divorced
Widowed
Spouse's Name (If filing jointly)
First Name
Last Name
Spouse's Social Security Number
Spouse's Date of Birth
-
Month
-
Day
Year
Date
Spouse's Job Title
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Current Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Have you moved since January 1, 2025?
*
Yes
No
Dependent Information (if any)
Rows
Name (First and Last)
Date of Birth
Relationship to You
Social Security Number
Dependent #1
Dependent #2
Dependent #3
Dependent #4
Dependent #5
Dependent #6
Dependent #7
Dependent #8
Please select any of the following that apply to you or your spouse in 2025
Legally blind
Totally and permanently disabled
Issued an identity protection PIN (IPPIN)
Owners or holders of any digital assets
In the U.S. on a visa
A full-time student
Clergy/Pastoral Worker
Please select any of the below sources of income that apply for you/your spouse in 2025
Wages from part or full time employment
Tips
Retirement accounts, pensions, annuity proceeds
Disability benefits
Social Security or Railroad Retirement Benefits
Unemployment Benefits
Interest, dividends, or sale of stocks
Income from rental property
Income from self employment
Other
Please select any expenses below that you/your spouse paid in 2025
Mortgage interest
Taxes: state, local, real estate, sales, etc
Medical, dental, prescription expenses
Charitable contributions
Student loan interest
Contributions to retirement account
School supplies (educator or aide only)
Contribute to an HSA
Purchase insurance through marketplace
Purchase energy efficient home items
Banking Information
If you wish to receive your refund or bay balance due via a bank account, please provide the information below. Leave blank if you prefer to receive/pay via check
Bank Routing Number:
Bank Account Number:
If you own a business, please type the name below
If you own a business and have an EIN, please type the EIN below
The IRS requires prepares to verify the identity of filers. Please upload a photo/copy of a photo ID, if you possess one (driver's license or other government issued photo ID)
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Client Portal Account
Typically within 24 hours of submitting this form, you will receive an email from myCPA@olt.com to set up your client portal through MyTaxOffice where you can securely upload your tax documents, view the status of your return, and securely sign your filing once it is completed and ready to be transmitted
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