Tax Preparation Client Intake Form

Tax Preparation Client Intake Form

Please provide your information and upload your tax documents to begin your tax preparation process with Stacey Miles. Please note if you are a new client, we will need to schedule a Zoom meeting.
Full Name*

First NameLast Name
Date of Birth (If New)
Social Security # (If New)
SingleMarriedHead of HouseholdQualifying Widow
1 Child2 ChildrenMore than 2 ChildrenOther Dependent
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
CallText
Mailing Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Tax Year*
New ClientReturning Client
Amount of Overtime Paid (If Any)
Upload Your Tax Documents*

Cancelof
Should be Empty: