Client Intake Form
Name
First Name
Last Name
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Social Security Number
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date Of Birth
-
Month
-
Day
Year
Date
Filing Status
Single
Married
Married Filing Separate
Qualifying Widower
Head Of Household
Mortgage Interest Paid:
Standard Deduction Prior Year
Mortgage Insurance Interest
Real Estate Taxes
Retirement, IRA, Bank Interest (up to $19,500)Savers Credit
Rent Amount
W2
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Form 1098
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Unemployment
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Form 1099G, 1099R, or 1099IN
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Vacation Property (Time Shares)
Spouse
Name
First Name
Last Name
Date
-
Month
-
Day
Year
Date
Social Security Number
Credits
Child Tax Credit
Children/Dependents Name and SS#
Date of Birth (DOB):
Child Tax Credit Payments Received in 2025
Child Care Provider Name
Federal Tax ID Number
Child Care Phone:
Child Care Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Education Expenses Form1098T:
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Schedule C Form 8829
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(If you qualify for expenses below)
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Job Expenses Not Reimbursed
Ex. Union dues, meals, transportation, & Mileage etc.(Also uniforms, food, and lodging, gifts at work, donations at work, retirement)
Home Office Sq ft/ of room
Working from Home (rent, mortgage interest, utilities, real estate taxes) supplies, furniture, repairs, or inventory.
Home Repairs/ Energy Efficient/ Improvements for Medical (Form 5695)
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Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
SS#
Charitable Deductions
Name of Charity
Amount Donated:
Items Donated (Clothes, Shoes, Furniture, Car, Household goods, Electronics, Books Cost of each item: Condition of Item ( Excellent Good Fair )
Mileage for Commercial Use/Year, Make, Model
Medical Dr. Visits & Co-pays
Adjusted Gross Income For Previous Year:
Dentist
Hospital
GYN/Specialist Medications
Student Loan Interest
Vision, Glasses, Contacts, Exams
Form 1095-A (Health Insurance Marketplace Statement)
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Sales Tax State/Local (up to 10,000)
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Form 1095-b (Health Coverage)
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Sales Tax State/Local (up to 10,000)
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Form 1095-b (Health Coverage)
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Sales Tax State/Local (up to 10,000)
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Wins or Losses (Gambling, Theft)
Moving Fees
Military
Sales Tax in Foreign Areas
Travel Taxes
Legal Fees
(Ticket Court Cost, Attorney fees)
HSA Account
(If monies are left will you use by the deadline?)
Tax Service Fees
1099-Misc
Job Searching
(Deduct preparing, printing, and mailing your resume, as well as transportation and employment agency fees)
Self-Employment/Business Filers ONLY
Federal Tax ID Number EIN # : (If applicable):
Income Received For The Year 2025
Do You Have A Home, Office, Suite, Office space?
Yes
No
Home
Office Space
Office
Space
Sq Footage
Employees (Form 1099)
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Equipment
Cell Phone
Supplies
Wages
Computer
Printer
Furniture
Depreciation Fees
Rent
Utilities
Storage Fees
Commission Fees
Business Loss
Repairs
Inventory
Travel Fees
Gas Cost for 2025
Mileage Entire year 2024 Break Down
Car/Vehicle Repair
Personal
Parking fees for 2025
Lodging/Hotel
Flight fees
Big Purchases
Business
Daily Commute
Car/Truck Cost
Attach Bill of Sale
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(that includes taxes and registration)
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Lease Amount Monthly:
Car Payment Amount Monthly:
Interest Rate:
Home Upgrades and Costs
Additional Property
Capital Gains and Losses and Stocks (Attach Forms)
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Foreign Tax
Bitcoin or Crypto (Attach Document)
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Refund Information
Direct Deposit (into bank account takes 7 to 10 days) Please review your account number and routing number before returning this questionnaire.Please note mail takes up to two weeks.
Would You Like To Apply For Same Day Cash Advance?
Name of Bank
Payment Type
Checkings
Savings
Routing #
Account #
CLIENT ACKNOWLEDGEMENT & AUTHORIZATION
By signing below, I confirm and agree to the following: Accuracy of Information. I certify that all information provided in this form is true, complete, and accurate to the best of my knowledge. Consent to Data CollectionI authorize Solise Tax Service to collect and securely store my personal and sensitive data, including but not limited to my government-issued identification, Social Security Number (SSN), income documentation, and other tax-related information, for the purpose of preparing and filing my tax return.Terms and PrivacyI have read and agree to the Terms & Conditions and Privacy Policy of Solise Tax Service. I understand that my personal data will be handled in accordance with these policies.Acknowledgment of Responsibilities . By signing below, I acknowledge that I have read and understood both my responsibilities and those of Solise Tax Service in the preparation of my tax return.
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