Client Intake Form for Tax & Credit Services

Client Intake Form For the People Taxes & Credit Services

Please complete this form to help us serve your tax and credit needs efficiently. All information is kept confidential.
Full Legal Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Current Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
What is your marital/filing status?
Do you have any dependents?
If yes, please list each dependent's full name, date of birth, and relationship to you.
What is your employment status?

Other
Please select all sources of income you received in the past year.

Other
Did you file a tax return last year?
Are you self-employed or do you own a business?
Do you have any of the following? (Select all that apply)

Other Deductions/Credits
What is your estimated credit score range?
What are your main credit concerns? (Select all that apply)

Other
What are your credit improvement goals?
Have you worked with a credit restoration company before?
Do you authorize us to review your credit report for the purpose of providing credit restoration services?
Best time to contact you
Additional comments or questions
By signing below, I confirm that the information provided is accurate and authorize your team to contact me regarding tax and credit services.
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Client Intake Form For the People Taxes & Credit Services