VIP Tax Intake Client Form
Please complete this form to provide the necessary information for your VIP tax preparation service.
First Name
*
Last Name
*
Current Mailing Address
*
Primary Phone Number
*
Email Address
*
Preferred Method of Communication
*
Email
Phone Call
Text Message
Date of Birth - Taxpayer
*
-
Month
-
Day
Year
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Date of Birth - Spouse (if applicable)
*
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Month
-
Day
Year
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Social Security Number - Taxpayer
*
Social Security Number - Spouse (if applicable)
*
If not, type N/a
Filing Status
*
Please Select
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er)
Please list all dependents (Name, Date of Birth, Relationship, SSN)
*
Do you own a home?
*
Yes
No
Did you receive income from any of the following sources in the tax year? (Select all that apply)
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W-2 (Wages)
1099-NEC/MISC (Self-Employment/Contract Work)
Interest/Dividends (1099-INT/DIV)
Stock Sales/Investments (1099-B)
Retirement/Pensions (1099-R)
Social Security Benefits (SSA-1099)
Rental Property Income/Loss
K-1 Income/Loss (Partnerships/S-Corps)
Foreign Income
Other (Please specify below)
If you selected 'Other' above, please specify the income source(s).
Did you make estimated tax payments to the IRS or state during the year?
*
Yes
No
Do you have records for potential itemized deductions? (Select all that apply)
*
Mortgage Interest (1098)
Property Taxes Paid
State and Local Income Taxes Paid
Charitable Contributions (Cash/Non-Cash)
Medical Expenses (if significant)
Other (Please specify below)
None (Will take Standard Deduction)
Please rate the importance of the following aspects of your tax service:
*
Rows
Low
Medium
High
Critical
Maximizing Refund/Minimizing Tax Due
Timeliness of Preparation
Clarity of Communication
Availability for Questions
Understanding Tax Implications
Type of Employment
*
W-2 Employee
Self-Employed / 1099 / Contractors
Truckers (Owner-Operator, Lease-On, Company Driver)
Small Business LLC / S-Corp / Partnerships
Military (Active / Retired / Disability)
High-Income W-2 & Multi-Stream Earners
Rental Property / Real Estate Investors
Gig Workers (Uber, DoorDash, OnlyFans, etc.)
Drivers License
*
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Social Security #
*
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W2, 1099 or Tax Document
*
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Other documents
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Other documents
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Other documents
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Do you have any specific concerns or questions for this tax year?
*
Please acknowledge that you have all necessary documents ready for submission.
*
I confirm that I have gathered all necessary tax documents (W-2s, 1099s, etc.) as listed in the pre-engagement checklist.
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