The Tax & Title Desk-Client Tax Intake Form

  • The Tax & Title Desk

  • Client Information

  • Dependents

  • Name of Dependent(s) Date of Birth SSN/ITIN Relationship    
               
               
               
               
               
               
               
               
               

  • Document Uploads (VERY IMPORTANT)

  • File to Upload

    • Upload Photo Id
    • Upload Social Security Card(s)
    • Upload W-2(s) all
    • Upload 1099(s)
    • Upload Last Year's Tax Return (if available)
    • Proof of dependent(s) 
      • school records
      • medical bill with your home address and dependent(s) name
      • Doctor visit summary
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Client Authorization & Signature

  • I certify that the information provided is true and complete. I authorize C & L Tax Business to prepare and electronically file my tax return.

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