Braden Services Taxes Client Tax Intake Form

Secure tax intake for individuals and businesses. Your information is confidential and protected
CLIENT INFORMATION
Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Social Security Number:*
Phone Number
Please enter a valid phone number.
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Preferred Method of Contact
Are you filing jointly?

YesNo
Dependents
Do you have dependents?*

YesNo
Dependent Full Name
Dependent Social Security
Relationship to you
Dependent Date of Birth

MonthDayYear
Date
Tax Filing Information
Filling Status
Did you file last year?

YesNo
How did you hear about us?

ReferralSocial MediaWebsiteOther
Have you filed bankruptcy before?

YesNo
INCOME INFORMATION
Income Type

W2 Employment1099 Self- EmployedSocial SecurityUnemploymentOther Income
Upload Income Documents*

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Business Information
Do you own business?

YesNo
Business Name:
EIN:
Business Name:
Business Income:
Business Expenses:
Secure Document Upload

Please Upload Clear Photos or scans. All documents are securely stored
Government Issued ID

Cancelof
Social Security Card

Cancelof
Prior Year Tax Return

Cancelof
Additional Supporting Documents

Cancelof
Payment

Amount: $399 (Base Fee)This payment covers the initial review and preparation of your tax return. Final pricing may vary based on the complexity of your tax situation, additional forms, or business filings. Any adjustments will be discussed and approved prior to filing.
Client Acknowledgement
ACKNOWLEDGMENT + SIGNATURE

I confirm the information provided is accurate.I understand that refunds are not guaranteed.I authorize Braden Services Taxes to prepare my tax return.
Signature

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Date

MonthDayYear
Date
Thank you for trusting Braden Services Taxes. Our team will review your intake and contact you with next steps
Should be Empty:

CLIENT INFORMATION

Dependents

Tax Filing Information

INCOME INFORMATION

Business Information

Secure Document Upload

Payment

Client Acknowledgement