Client Tax Intake Form
Thank you for taking time to complete your 2025 Client Questionnaire. For new clients, this information is critical to ensure we accurately file your tax return. For existing clients, we kindly request you provide this information again to ensure our records are 100% accurate and up to date. After you submit this information, you will get a call from your tax professional to complete your onboarding process and schedule your appointment. We offer SAME DAY APPOINTMENTS!
IMPORTANT: UPON COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO OUR OFFICE. CLOSING YOUR BROWSER BEFORE CLICKING THE "SUBMIT" BUTTON WILL DELETE ALL INFO WITHOUT SENDING IT TO US. IT SHOULD BE NOTED THAT UPON CLICKING THE SUBMIT BUTTON YOU WILL GET A CONFIRMATION EMAIL THAT WE RECEIVED YOUR INFO.
Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid unexpired state issued photo identification card during your engagement.***The page is highly secure. We use industry-leading technology Secured Socket Layer (SSL) to keep your information safe. All sensitive information is securely transmitted and can not be compromised***This questionnaire may take you up to 20 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form.
Do you have any unfiled tax returns from previous years?
NO
Are you an EXISTING Jules Elite Multi-Services?
YES
Taxpayer First Name
Taxpayer Last Name
Date of Birth
-
Month
-
Day
Year
Date
Upload Taxpayer Photo Identification
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Taxpayer Social Security Number
Upload Taxpayer Social Security Card
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Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
Were you, your spouse or dependents previously issued an Identity Protection Pin (IP PIN) by the IRS?
Yes, I/we have an IP PIN(s)
No, I/we do not have an IP PIN(s)
Upload your IP PIN letter or screenshot from your ID.ME account with your IP PIN number.
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Was the taxpayer affected by a natural disaster in 2025?
Yes
No
Please indicate disaster designation
Was your main home located in the federally declared disaster area and were you or your spouse displaced from your main home due to the disaster during its incident period?
Yes
No
Can another taxpayer claim you as a dependent on their tax return?
Yes
No
UPLOAD Taxpayer Income Documents (W-2, 1099 etc)
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Will you be filing a tax return with your Spouse?
Yes
No
Spouse's First Name
Spouse's Last Name
Date of Birth
-
Month
-
Day
Year
Date
UPLOAD Spouse's Identification Card
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Spouse's Social Security Number (SSN)
UPLOAD Spouse's Social Security Card
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Spouse's Occupation
Spouse's Phone Number
Spouse's Email Address
Can another taxpayer claim your Spouse as a dependent on their tax return?
Yes
No
Did the Spouse work in 2025?
Yes
No
UPLOAD Spouse's Income Documents (W-2, 1099 etc)
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Have you ever been disallowed for EITC/AOTC/CTC?ACTC?
Yes
No
Do you have any dependents you will claim on your 2025 tax return?
Yes
No
How many dependents will you claim on your 2025 tax return?
1 dependent
2 dependents
3 dependents
4 0r more dependents
DEPENDENT 1
Dependent (1) First Name as it appears on social security card
Dependent (1) Last Name as it appears on social security card
Dependent (1) social security number
Dependent (1) Date of Birth
-
Month
-
Day
Year
Date
Can anyone else claim dependent (1) on their 2025 tax return?
Yes
No
Dependent (1) Relationship
Is Dependent (1) disabled?
Yes
No
How many months did Dependent (1) live in your household in 2025?
Select the documents you can provide for Dependent (1):
School Records
Birth Certifcate
Medical Records
Immunization (shot) Records
UPLOAD Dependent (1) birth certificate
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UPLOAD Dependent (1) social security card
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DEPENDENT 2
Can anyone else claim dependent (2) on their 2025 tax return?
Yes
No
Dependent (2) First Name as it appears on social security card
Dependent (2) Last Name as it appears on social security card
Dependent (2) social security number
Dependent (1) Date of Birth
-
Month
-
Day
Year
Date
Is Dependent (2) disabled?
Yes
No
How many months did Dependent (2) live in your household in 2025?
Select the documents you can provide for Dependent (2):
School Records
Birth Certifcate
Medical Records
Immunization (shot) Records
UPLOAD Dependent (2) social security card
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UPLOAD Dependent (2) birth certificate
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DEPENDENT 3
Can anyone else claim dependent (3) on their 2025 tax return?
Yes
No
Dependent (3) First Name as it appears on social security card
Dependent (3) Last Name as it appears on social security card
Dependent (3) social security number
Dependent (1) Date of Birth
-
Month
-
Day
Year
Date
Is Dependent (3) disabled?
Yes
No
How many months did Dependent (3) live in your household in 2025?
Select the documents you can provide for Dependent (3):
School Records
Birth Certifcate
Medical Records
Immunization (shot) Records
UPLOAD Dependent (3) social security card
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UPLOAD Dependent (3) birth certificate
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4 OR MORE DEPENDENTSIf you have four or more dependents or qualifying children, please list their name(s) as it appears on their social security card, their social security number, date of birth and relationship to the taxpayer.
Did you pay any child care expenses in 2025 for any dependents listed above?
Yes
No
UPLOAD child care expense receipt(s)
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Did you, your spouse or any dependents attend college in 2025?
Yes
No
UPLOAD Form 1098-T from college.
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Did you, your spouse or dependents receive health insurance through the Marketplace in 2025 and receive Form 1095-A?
Yes
No
UPLOAD Form 1095-A Health Insurance Marketplace Statement
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Did you or your spouse receive unemployment benefits in 2025?
Yes
No
UPLOAD Form 1099-G received for unemployment benefits
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Do you own or rent your current residence?
OWN
RENT
How much do you pay for rent each month?
If you own your home, have you received Form 1098 from your mortgage lender?
Yes
No
UPLOAD Form 1098 from your mortgage lender
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Did you make any home improvements in 2025?
Yes
No
Did you or your spouse make payments on your student loans in 2025?
Yes
No
Other
UPLOAD Form 1098-E Student Loan Interest Statement(s)
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Did you or your spouse pay any medical or dental expenses in 2025? (this does not include insurance premiums)
Yes
No
Do you or your spouse own a rental property?
Yes
No
Did you or your spouse have any Gambling Winnings in 2025?
Yes
No
UPLOAD Form W-2G from Gambling Winnings
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Submit Questionnaire
Select Your Tax Professional
NINA BENNETT
RUTH SELLERS
TEST SELLERS
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