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
Date
Filing Status*

SingleMarriedHead of HouseholdWidowedOther
Do you have any dependents to claim?*

YesNo
Dependent Names
Dependent Birthday

MonthDayYear
Date
Relationship to child(s)
List: Dependent Names, Date of birth and Social Security Number if more the 1
Employment Status*

EmployedSelf-EmployedUnemployedRetiredOther
Please list your sources of income (W-2, 1099, investments, etc.)*
Are you filing taxes for the first time with us?*

YesNo
Do you have a copy of your last year's tax return

Yes, I will upload itNo
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

202320242025
Is there anything else we should know regarding your tax situation?
Should be Empty:

Tax Client Intake Form