TAX ESTIMATE INTAKE FORM

Tax Client Intake Form

Please provide your information and upload all necessary documents to begin your tax preparation.
Full Name

First NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Current Address

Street Address

Street Address Line 2
State / ProvinceCityPostal / Zip Code
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Filing Status

Other
Do you have any dependents to claim?
Dependent Names
Dependent Birthday

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Relationship to child(s)
List: Dependent Names, Date of birth and Social Security Number if more the 1
Employment Status

Other
Please list your sources of income (W-2, 1099, investments, etc.)
Are you filing taxes for the first time with us?
Do you have a copy of your last year's tax return
Please upload all relevant tax documents (W-2s, 1099s, prior tax returns, identification, etc.)

Cancelof
What year do you need filed? Select all years that apply
Is there anything else we should know regarding your tax situation?
Should be Empty:

Tax Client Intake Form