2025-2026 Client Intake Form

FILE YOUR TAXES TODAY
Type of Client*
Taxpayer Information

PLEASE ENTER IN ALL OF YOUR INFORMATION
FIRST NAME*
LAST NAME*
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Date of Birth*

MonthDayYear
Date
Social Security Number *
Occupation*
Phone Number*
Email*
example@example.com
Your Driver's License or State Id*

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TAXPAYER IP PIN (issued from IRS yearly)
Are you filing with a spouse?*

YesNo
Number of Dependents *
Spouse

YOUR SPOUSES INFORMATION, IF LEGALLY MARRIED OR PRESUMED MARRIED BY COMMON LAW STATUTE IN THE STATE YOU RESIDE IN
Spouse Name

First NameLast Name
Spouse Date of Birth

MonthDayYear
Date
Spouse Social Security Number
Spouse Occupation
Spouse Phone Number
Spouse Email
Spouse Driver's License or State Id

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SPOUSE IP PIN (issued from IRS yearly)

Upload Additional Documents

Please upload one or more files into the areas below. Uploads will accept JPG, PNG and PDF files only. You can select multiple files to upload for each section by Shift or Cmd/Ctrl clicking files in the prompt.
Upload 1099 Misc. Forms

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Upload Social Security Card

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Upload Additional Forms / Misc Forms

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LETTER OF ENGAGEMENT

SCOPE OF SERVICES

CLIENT RESPONSIBILITIES

OUR RESPONSIBILITIES

FILING AUTHORIZATION

IMPORTANT NOTE ABOUT NON-FILING

FEES & PAYMENTS TERMS

PAYMENT OPTIONS

NO REFUNDS

We don’t promise magic—but we do promise to work hard, stay honest, and keep your best interest at the center of everything we do.

DIRECT DEBIT AUTHORIZATION

RECORD RETENTION POLICY

TERMINATION OF AGREEMENT

We’re here to help—not to chase people down or compromise our standards.
By signing below (or accepting electronically), you confirm that: You’ve read and understand this agreement. You agree to the terms listed throughout, including fees, responsibilities, and the abandonment policy. You’ve had the chance to ask questions and are comfortable moving forward. We’re honored to be your tax team, and we take this responsibility seriously. Let’s make this tax season smooth, secure, and successful for you.*

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