2025 Tax Preparation Client Intake Form

2025 Tax Preparation Client Intake Form

347-380-0439‬ | www.belliardtaxpro.com | info@belliardtaxpro.com
Thank you for your interest in Belliard TaxPro Services this tax season!

Please complete this form to gain access to our secure client portal and receive your free quotation.
- Name
  
  First NameMiddle NameLast Name
- Date of Birth
  
  MonthDayYear
  Date
- Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Email
  example@example.com
- How did you heard about us?
- Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Do you have an IP Pin?
- Marital status on 12/31/25: Note: Individuals in registered domestic partnerships (RDPs) and civil unions are not considered married for federal tax purposes.
- Name
  
  First NameMiddle NameLast Name
- Date of Birth
  
  MonthDayYear
  Date
- Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- How many dependents do you expect to claim?
- Do you plan to claim any other dependents on your tax return (such as a parent, grandparent, sibling, or other relative who is not your child)? Please confirm the following applies:
- Employment Status
- Additional comments
- Tax Preparation Checklist
  
  After your intake information has been reviewed, you will be invited to access our secure client portal. All required tax documents, prior-year returns, and supporting records will be uploaded through the portal. This process helps protect your information and allows us to prepare your return accurately and efficiently.
  
  Once inside the portal, you will receive a personalized document checklist based on your tax situation.
- - By submitting this form, I acknowledge that the information provided is for the purpose of creating my secure client portal and initiating tax preparation services.
  - I understand that no payment is required or collected through this form.
  - I authorize Belliard TaxPro Services LLC to contact me by phone, email, or secure portal regarding my tax return and related services.
  - I confirm that the information provided is accurate to the best of my knowledge.
- I acknowledge that Belliard TaxPro Services maintains a Privacy and Data Security Policy and that my information will be handled securely.
- I understand that I am responsible for providing complete and accurate information and documentation.
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2025 Tax Preparation Client Intake Form

Tax Preparation Checklist