• Tax Preparation Client Intake Form

  • Thank you for filing with Spirit Tax Pros LLC. We are excited to serve you and be your trusted Tax Solution. Please gather all necessary documents before completing this form, as the session may time out due to inactivity or browser security settings. For the best experience, we recommend using a tablet, laptop, or computer.

    To provide fast, accurate, and secure virtual tax preparation, we require all clients to complete this intake form before their appointment.

  • Filing Status*
  • What year are you filing, please only select 1 year at a time and only upload items for that tax year*
    • Taxpayer Information 
    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Format: (000) 000-0000.
    • Are you a full-time student?
    • Are you totally and permanently disabled?
    • Spouse Information 
    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Format: (000) 000-0000.
    • Are they a full-time student?
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    • Are they totally and permanently disabled?
    • Dependents 
    • Enter your dependents here
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    • Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?
      Rows
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    • Tax Related Questions 
    • Employment Status
    • Are you contributing to 401k or other pre-tax account?
    • Is this your first time opening a pre-tax account?
    • Does your dependents have tuition expenses?
    • Do you have any expenses for child care?
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    • Do you have energy star rated improvements to your home?
    • Are you currently renting?
    • What is the monthly rental amount?
    • Do you own your home?
    • Do you have documents that shows you paid for property taxes?
    • Did you sell any stock?
    • Did you take money from your 401?
    • Did you pay your vehicle tax?
    • Do you have mortgage interest?
    • Do you have real estate tax?
    • Did you receive a federal tax last year?
    • Are you a victim of identity theft?
    • Expenses 

    • Please fill-up the information within the current year only.

    • Personal Itemizations
      Rows
    • Schedule C Business Expenses
      Rows
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    • Browse Files
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    • Browse Files
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    • Browse Files
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    • Browse Files
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    • Browse Files
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    • Browse Files
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    • Acknowledgment & Signature 

    • I authorize Spirit Tax Pros LLC to use and disclose my federal and state tax return information, including individual, household, and business data, as necessary for federal and state paper or electronic filing. Please review the Consent to Use, Consent to Disclose, and Engagement Letter by selecting the link provided after completing this form. By signing below, you confirm that you have read, understood, and agreed to both your responsibilities and ours in the preparation and filing of this tax return.

    • Date Signed
       - -
      2 digit month, 2 digit day, 4 digit year
    • Date Signed
       - -
      2 digit month, 2 digit day, 4 digit year
    • Should be Empty: