Client Intake Form

Client Intake Form

Client Intake Form
This questionnaire collects the information needed to prepare your tax return accurately and in compliance with IRS requirements.

Some sections may not apply to you. Later questions will automatically adjust based on your answers.

Please answer each question carefully. You may save your progress and return later if needed.
Taxpayer Identity Informattion
Are you a new or returning client of The Tax Lady LLC?*

New ClientReturning Client
What is your full legal name as shown on your Social Security card?*

First NameLast Name
What is your date of birth?*

MonthDayYear
Date
What is your Social Security Number or ITIN?*
Please enter a valid SSN or ITIN
What is your current mailing address?*

Street Address

Apartment, Suite, or Unit Number

CityState

Zip Code
What is the best phone number to reach you?*
Please enter a valid phone number.Format: (000) 000-0000.
What is your email address?*
EXAMPLE@EXAMPLE.COM
Has the IRS ever issued you an Identity Protection PIN (IP PIN)?*

YesNo
If yes, enter your current 6-digit IP PIN

Engagement, Consents, & Authorization
This section confirms your authorization for The Tax Lady LLC to prepare your tax return and outlines important acknowledgments regarding the information you provided.

Please review each item carefully before continuing.
I authorize The Tax Lady LLC to prepare my tax return based on the information I have provided*

Yes
I confirm that the information I provided is true, complete, and accurate to the best of my knowledge*

Yes
I understand that I am responsible for the information provided and for reviewing my completed tax return before filing*

Yes
I consent to electronic communication, document sharing, and electronic signatures related to my tax return*

Yes
I understand that the IRS may compare my tax return to information reported by employers, payers, and government agencies*

Yes
I understand that additional questions or documentation may be required to comply with IRS rules before my return can be filed*

Yes
I understand that additional questions or documentation may be required to comply with IRS rules before my return can be filed*

Yes
Sign your full legal name to confirm the acknowledgments above*
Type your full legal name to confirm the acknowledgments above*
Should be Empty: