Client Tax Intake Form
DO NOT SUBMIT THIS FORM UNTIL YOU HAVE ALL SUPPORTING DOCUMENTS. PLEASE UNDERSTAND THAT YOUR INTAKE FORM WILL NOT BE PROCESSED WITHOUT ALL DOCUMENTS, BE SURE THAT ALL SUPPORTING DOCUMENTS ARE CURRENT & VALID. PLEASE HIT THE DONE UPLOADING BUTTON WHEN YOU ARE DONE Please note that if documents are missing or information is incorrect it may cause your tax return to be delayed. Effective January 1, 2025 A minimum deposit of $150 is required to start all tax returns except SIMPLE RETURNS (w2 income only) the deposit will be $50. Final tax prep fees are due before the submission of the tax return.
Date
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Month
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Day
Year
Date
Tax Payer Name
*
First Name
Last Name
Tax Payer Email
*
example@example.com
Tax Payer Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Social Security Number
*
Please upload copy of your Social Security Card
*
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Date of Birth
*
-
Month
-
Day
Year
Date
Please upload the front and back of your Drivers license or State ID
*
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Tax Payer Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Have you lived at this location for the entire year?
*
Yes
No
Please tell us where else have you lived
*
What date did you move?
*
Enter your school district
*
What is your occupation?
*
Are you a returning Tax client?
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Yes
No
What year do you need to file taxes for?
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2025
2024
2023
2022
2021
Are you a U.S Citizen?
*
Yes
No
Are you a member of the Military ?
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Yes
No
What is your current filing status?
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Single
Head of Household
Married Filing Separately
Married Filing Jointly
Widow (must qualify)
When is the last year you filed taxes?
*
Were you affected by a natural disaster during the current tax year.
*
Yes
No
Enter Disaster Designation
*
Enter the amount you received from the Tax Department for the inflation refund. NOTE: Only applies to Yonkers Resident and Part-Year Residents. The payment was generally mailed in the fall of 2025. For more information and to determine your amount, see www.tax.ny.gov and search for "inflation".
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Due Diligence YOU MUST READ ENTIRELY
To Qualify for Head of Household you must provide the following documents according to the IRS Birth certificates or other official documents of birth, Marriage certificates, Letter from an authorized adoption agency Letter from the authorized placement agency, Or applicable court document that verify your relationship to the child (send these documents only for a qualifying child who is not your natural or adopted child).To show both you and your child lived together for more than half of the year, send: School, Medical, Daycare, Social service records. A letter on the official letterhead from a school, medical provider, social service agency, or place of worship that shows names, common address and dates. Send as many documents as necessary to show that the child lived with you for more than half of the year.
Could you provide documentation to verify eligibility for the credit(s), filing status and the amount(s) of any credit(s) claimed on the return if it's selected for an audit?
Yes
No
Have you ever been disallowed or reduced any credits such as The Earned Income Credit, Child Tax Credit or College Credit?
Yes
No
Did you live in the US the entire year ?
*
Yes
No
Did you provide more than half of the cost of living in your current household?
*
Yes
No
Please upload all documents required to support above
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General information
Last year were you any of the following?
Legally Blind
Totally and permanently disabled
Full-time student
None
What was your marital Status at the end of the tax year?
*
Married
Divorced
Widowed
Separated
Single
If Married, did you live apart from your spouse for the last 6 months of the tax year?
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Yes
No
Date of separate maintenance decree
*
-
Month
-
Day
Year
Date
Date of final decree
*
-
Month
-
Day
Year
Date
Spouse death date
*
-
Month
-
Day
Year
Date
Do you have a qualifying dependent? If Yes, how Many?
*
Yes, 1 dependent
Yes, 2 dependents
Yes, 3 dependents
Yes, 4 dependents
No dependents
Can anyone else claim you as a dependent on their tax returns
*
Yes
No
Do you/spouse have self employed income?
*
Yes
No
Did you receive any government assistance?
*
Yes
No
Please indicate the type of assistance you receive
*
SSI, SSDI
Food Stamps
Childcare Assistance
Temporary Assistance for Needy Families (TANF)
Unemployment
Paid Family Leave
Affordable Connectivity Program (ACP)
Affordable Connectivity Program (ACP)
Healthcare
None
Did you receive, sell, send, exchange, or acquire financial interest in any virtual currency?
*
Yes
No
Did you make any withdrawals from a retirement plan?
*
Yes
No
Please upload 1099R with withdrawal
*
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Did you make any contributions (other than through your employer) to a retirement plan?
*
Yes
No
Please check the retirement accounts you contribute to
*
ROTH IRA
TRADITIONAL IRA
HSA
529
SIMPLE IRA
PROFIT SHARING PLAN
SEP PLANS
ESOPS
FERS
How much did you contribute to your retirement accounts
*
Did you pay interest on a student loan for yourself, your spouse or a dependent last year?
*
Yes
No
If yes, please upload file here
*
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Did you and/or your household have health insurance for the entire year?
*
Yes
No
Unsure
Did you purchase health insurance through the Marketplace? If so, please provide Form 1095-A.
*
Yes
No
If you purchased health insurance through the Marketplace, please upload Form 1095-A.
*
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Did you make any charitable contributions: cash and/or non cash
*
Yes
No
N/A
Please upload charity documents here (if applicable)
*
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Did you receive any correspondence from the IRS or other taxing authority during the year?
*
Yes
No
N/A
Please provide the letter or correspondence to us (include with your documents, or upload below)
*
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Did you or any of your dependents receive an Identity Protection PIN from the IRS? If yes, please provide the IRS letter.
*
Yes
No
N/A
if you chose yes please enter IRS PIN here
*
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Did you purchase a house this year?
*
Yes
No
If yes, please upload documents
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Was this purchase for a main home or a rental property?
Main Home
Rental Property
Please upload hud/closing docs and any other documents regarding your purchase of the home (main home only)
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Did you make any estimated tax payments for this tax year?
Yes
No
Please upload prior year tax return
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Spouse
Spouse Name (First and Last)
*
First Name
Last Name
Spouse Social Security Number
*
Spouse Date of Birth
*
-
Month
-
Day
Year
Date
Spouse Occupation
*
Spouse Email Address
*
example@example.com
Spouse Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Please upload the front and back of Spouse's drivers license
*
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Please upload a copy of spouse social security card
*
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Please provide sources of income
*
Please upload any other documents for your spouse
*
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If you are claiming a dependent child on your tax return, For us to meet specific requirements set forth by the IRS, you are required to accurately and thoroughly answer all questions listed below. If you are claiming any dependents, be sure to upload their SS CARDS, BIRTH CERTIFICATES, and any item that show their address IS the same as yours. (e.g. school records, medical records, doctor bills, Medicaid Statement, Social Services Records, or anything that shows your child's name and current address)
1. Dependent - Name
*
First Name
Last Name
Dependent - Social Security Number
*
Please upload copy of dependent - social security card
*
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Dependent Date of Birth
*
-
Month
-
Day
Year
Date
Please upload Birth certificate of Dependent to confirm relationship between you and the dependent
*
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What is the dependent relationship to you?
*
Did the dependent live with you for the full year ?
*
Yes
No
Please upload proof that dependent lives with you .. I.e school records, medical records, etc.
*
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Did you provide over half of the financial support for this dependent?
*
Yes
No
Can anyone other than you qualify to claim this dependent?
*
Yes
No
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2. Dependent - Name
First Name
Last Name
Dependent - Social Security Number
Please upload copy of dependent - social security card
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Dependent Date of Birth
-
Month
-
Day
Year
Date
Please upload Birth certificate of Dependent to confirm relationship between you and the dependent
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What is the dependent relationship to you?
Did the dependent live with you for the full year ?
Yes
No
Please upload proof that dependent lives with you .. I.e school records, medical records, etc.
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Did you provide over half of the financial support for this dependent?
Yes
No
Can anyone other than you qualify to claim this dependent?
Yes
No
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3. Dependent - Name
First Name
Last Name
Dependent - Social Security Number
Please upload copy of dependent - social security card
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Dependent Date of Birth
-
Month
-
Day
Year
Date
Please upload Birth certificate of Dependent to confirm relationship between you and the dependent
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What is the dependent relationship to you?
Did the dependent live with you for the full year ?
Yes
No
Please upload proof that dependent lives with you .. I.e school records, medical records, etc.
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Did you provide over half of the financial support for this dependent?
Yes
No
Can anyone other than you qualify to claim this dependent?
Yes
No
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4. Dependent - Name
First Name
Last Name
Dependent - Social Security Number
Please upload copy of dependent - social security card
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Dependent Date of Birth
-
Month
-
Day
Year
Date
Please upload Birth certificate of Dependent to confirm relationship between you and the dependent
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What is the dependent relationship to you?
Did the dependent live with you for the full year ?
Yes
No
Please upload proof that dependent lives with you .. I.e school records, medical records, etc.
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Did you provide over half of the financial support for this dependent?
Yes
No
Can anyone other than you qualify to claim this dependent?
Yes
No
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Are you claiming a child under 13?
*
Yes
No
Did you receive child care for any dependent 13 years or younger?
*
Yes
No
Enter the amount paid for child care services
*
Please upload childcare tuition statements, must include name and EIN number
*
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Do you have any expenses for services for child care such as housekeeping, babysitter, summer camp, etc..)
*
Yes
No
Please specify expenses from above question.
*
Are you claiming a child who was between 19 and 23 years of age at the end of the current year and a full time student for any part of 5 calendar months of the year? If yes please list the education institution and months attended by the child as a full time student
*
Yes
No
Please enter education institution and time attended
*
Are you claiming a child who is permanently and totally disabled? if requested by the IRS could you provide information that verifies the child is permanently and totally disabled such as a note from the doctor, health care provider or social service program?
*
Yes
No
If Requested by the IRS, can you provide documentation that shows evidence of the relationship between you and each dependent listed?
*
Yes
No
Are you claiming a child who lived with any other adult relative for more than half of the tax year? List each relative, their relationship to the child and their income for last tax year.
*
Yes
No
Please add any other comments/remarks regarding your dependents
*
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Sources of income
What are your/spouse sources of income?
*
W2
Self employment (Business Income)
1099 NEC
Interest (1099 INT)
Dividends (1099 DIV)
1099 MISC
Stocks/asset sales (1099B)
Partnerships (1065) and S corporations (K1 forms)
Rental income
Distributions from retirement accounts (1099 R)
Canceled debt
Gambling (win loss statement)
Farming (Profit and loss and balance sheet)
Alimony Received
Taxable offsets of state and local taxes
Please upload ALL W2's
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Please upload other sources of income documentation (K1, 1099...)
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Did you have foreign income?
Yes
No
Foreign Income
Did you have foreign accounts or investments which had an aggregate value of over $10,000?
Yes
No
Do you have any foreign accounts where the aggregate value was higher than $50,000 on the last day of the tax year OR the aggregate value exceeded $75,000 at any point in The tax year
Yes
No
Self Employed Information
Business name
Principal business/profession
Do you provide a product or service
Street, Business address:
City, State, Zip Code
Enter EIN Number
How many members or partners are there?
Is this the first Schedule C filed for this business ?
Yes
No
Did you or will you file all required 1099's?
Yes, All have been issued
No, But I will file them
No, And I need assistance with filing
None required
Please provide square footage of your home
Please provide square footage of office in your home
UPLOAD BUSINESS REGISTRATION PAPERWORK
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UPLOAD EIN FORM
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INCOME and EXPENSES Please enter your business income and expenses below.Please include all income from sales ,service, 1099's, Cash, etc..)If you are self employed you must upload your Profit and Loss Statement that clearly identifies your income and expenses for your business
Please upload Profit and Loss statement or excel sheet that clearly show your business income and expenses
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Did you receive a 1099 for your business?
Yes
No
What is your accounting method?
Cash
Accural
Not Sure
Did you “materially participate” in the operation of this business during 2022?
Yes
No
When did the business start? Month and year
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Deductions
Please check the applicable deductions
Medical expenses
Charitable contributions
Property taxes
Mortgage interest
Student loan interest
Home Office Deduction
Educator expenses
Health savings account
Retirement accounts
PMI
Tuition
Please upload the documents that coincide with the expense types that you checked off
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Direct Deposit
If you are entitled a refund, would you like direct deposit?
Yes
No
Name of financial institution
Routing number
Account number
Please upload voided check
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Direct Debit
Would you like to pay taxes owed through direct deposit?
Yes
No
For
Federal
State
Direct Debit Bank name
Direct Debit Routing Number
Direct Debit Account Number
What date do you want to pay Federal (can't be later than 4/15)
-
Month
-
Day
Year
Date
What date do you want to pay State (can't be later than 4/15)
-
Month
-
Day
Year
Date
Agreement
You understand that this information will be used by the tax preparer in order to file your income tax return You give permission to the tax preparer to use this information. You affirm that all expenses or other deduction amount are accurate and that you have all required supporting written records. You must be able to provide written records of all items included on your return if audited by either the IRS or state tax authority. You must review the return carefully before signing to make sure the information is correct. Fees must be paid before tax return is submitted, or you may agree to pay by return. You should keep a copy of your tax return and any related tax documents. You may be asses a fee if you request a copy in the future.
By checking the box I agree to the information above and that the information provided is correct to the best of my knowledge.
*
I agree
I do not agree and no longer wish to move forward
Submit
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