TAB Tax Solutions Client Intake Form
Please complete this secure form to provide your information for tax preparation. All data is confidential and protected.
Client Contact Information
Please provide your contact details so we can reach you regarding your tax preparation.
Full Legal Name
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First Name
Last Name
Phone Number
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Email Address
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example@example.com
Preferred Contact Method
Phone
Email
Text Message
Other
Filing Information
Let us know your current filing status.
Filing Status
Single
Married Filing Joint
Married Filing Separate
Head of Household
Qualifying Widow(er)
Dependents
Tell us about any dependents you are claiming.
Are you claiming any dependents?
Yes
No
Dependent Information (up to 3)
IRS Credit Eligibility Questions
Answer the following questions to help us determine your eligibility for tax credits.
Did the dependent live with you more than half the year?
Yes
No
Is anyone else able to claim this dependent?
Yes
No
Did you earn income from work or self-employment?
Yes
No
Did you or a dependent attend college or job training?
Yes
No
Are all answers and documents provided accurate to the best of your knowledge?
Yes
No
Secure Document Upload
Upload supporting documents. (Do not send sensitive information via email. All uploads are securely protected.)
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Electronic Signature
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