Tax Preparation Client Intake Form

CLIENT FORM — CLIENT PORTAL

Use this form to provide your primary tax-preparation information and initial tax documents. Complete it once for the applicable filing year unless Q. Tax Pro asks you to update it.
Full Name

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

Street Address

Street Address Line 2
CityStatePostal / Zip Code
Preferred Method Of Contact
What is your current filing status?
If Married filing jointly or separately, please indicate spouse's full name. If not, you can indicate “N/A”
Spouse Date Of Birth (Required if Married Filing Jointly/Separate)

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Spouse Social Security Number (Required if Married Filing Jointly/Separate)
Employment Status (multiple)

Other
If employed, what is your Occupation for the current filing year?
Do you have any dependents to include on your tax return?
Did you attend any college or university during the filing year?
Do you own property or have assets (IRA, Crypto Investments, Passive Income Properties, etc.)?
If you do own assets, briefly describe them. If you don’t, you can indicate “N/A”.
Upload a photo of your government-issued ID (e.g., driver's license, passport)

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Upload any and all documents needed for tax preparation (e.g., W-2s, 1099s, mortgage interest Form 1098, tuition Form 1098-T, prior tax returns)

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Please describe any special tax situations or provide additional notes for your tax preparer (Optional)
What are your primary goals or concerns for this tax year? Is there a big financial decision coming this year? (Optional)
Tax Year
Enter the tax year you are filing for, such as 2024.
Should be Empty:

CLIENT FORM — CLIENT PORTAL