Tax Client Intake Form

Tax Client Intake Form
Greetings! You are one step away from total financial clarity. This intake form is designed with Precision Focus to help us deploy a Financial Force Field around your prosperity.Why this mission matters:IRS AFSP-Certified Expertise: Your information is handled by a certified professional recognized by the IRS.Maximum Protection: We meticulously identify every legal deduction—like the $6,600 Child Tax Credit or the $15,000 Trucker Stack—to secure your refund.Fast Action: Completing this form allows us to discuss your eligibility for Refund Advances up to $7,500.Please provide your details with accuracy. If it’s not optimal, it’s not Prime.
Tax Payer Full Name*

First NameMiddle NameLast Name
Address*

Street Address

Street Address Line 2

CityState

Zip Code
Phone Number*
Please enter a valid phone number.
Is it okay to text this number?*

YesNo
Email Validator*
Birth Date*

MonthDayYear
Social Security Number*
Filing Status

SingleMarried Filing SeparatelyMarried Filing JointlyQualifying WidowerHead of Household
Spouse Full Name

First NameMiddle NameLast Name
Spouse Social Security Number
Spouse ID Upload

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Income Type*

W-2: Employment Income1099/1099-NEC: Self Employment/Gig WorkForm 1099G: UnemploymentForm 1099R: Retirement/Pension1099-INT/1099-DIV: InvestmentsForm SSA-1099: Social Security BenefitsForm 1099-MISC: Rental or Royalty IncomeForm W-2G or Check: Gambling, Prizes or Jury DutyForm 1098-T: Scholarships or Grants
Are you totally and permanently disabled?*

YesNo
Are you legally blind?*

YesNo
Do you have any dependents?*

NoYes, I have 1 dependentYes, I have 2 dependentsYes, I have 3 dependentsYes, I have 4 dependentsYes, I have more than 4 dependents
Front & Back of Drivers License *

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Tax Payer Social Security Card*

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Previous Years Tax Returns

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W-2

If there are multiple employers, please upload all W-2s here
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1099/1099-NEC & Business Forms

Upload 1099/1099-NEC and all business related forms (ie expense sheets, payroll, mileage logs, etc)
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Corporation Docs

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Profit/Loss Statements

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1099-MISC and Rental Expense Logs

Upload your 1099-MISC & Rental Expense Logs
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1099-R/SSA-1099

Upload your proof of retirement income
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1099-B/1099-INT/1099-DIV

Upload your proof of investment income
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1099-G

Upload proof of unemployment income
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1098-T

Upload tuition statement
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Dependent 1 Full Name

First NameMiddle NameLast Name
Dependent 1 Birth Date

MonthDayYear
Dependent 1 Relationship to taxpayer

ChildGrandchildParentOther
Dependent 1 Social Security Card

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Dependent 2 Full Name

First NameMiddle NameLast Name
Dependent 2 Birth Date

MonthDayYear
Dependent 2 Relationship to taxpayer

ChildGrandchildParentOther
Dependent 2 Social Security Card

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Dependent 3 Full Name

First NameMiddle NameLast Name
Dependent 3 Birth Date

MonthDayYear
Dependent 3 Relationship to taxpayer

ChildGrandchildParentOther
Dependent 3 Social Security Card

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Dependent 4 Full Name

First NameMiddle NameLast Name
Dependent 4 Birth Date

MonthDayYear
Dependent 4 Relationship to taxpayer

ChildGrandchildParentOther
Dependent 4 Social Security Card

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Should be Empty: