New Tax Client Intake Form

New Tax Client Intake Form

Please complete this form to provide all necessary information for your tax preparation. Your responses help us ensure accuracy and compliance with tax regulations.
Personal Information

Please provide your personal details accurately to help us prepare your tax return.
Full Name*

First NameLast Name
Date of Birth*

MonthDayYear
Date
Social Security Number*
Phone Number*
Please enter a valid phone number.
Email Address*
example@example.com
Spouse's Full Name

First NameLast Name
Spouse's Date of Birth

MonthDayYear
Date
Spouse's Social Security Number
Spouse Phone Number
Please enter a valid phone number.
Spouse's Email Address
example@example.com
Home Address*

Street Address

Apartment / Unit Number
CityState / ProvincePostal / Zip CodeCountry
Filing Status*

SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er)
Dependents
Upload your dependents proof forms

Two forms of proof are required for dependents. Examples: birth certificates, school records, medical records, or court documents to verify dependent status.
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Income

Please select the types of income you had to ensure comprehensive income reporting.
Select all types of income you received:*

W21099 MISCSchedule CSide hustle1099-NEC1099-KRental incomeInterest incomeDividendsCapital gainsUnemploymentSocial Security benefits
Select all that apply:

1098-T (Tuition Statement)1098-E (Student Loan Interest)1095-A (Marketplace Health Insurance)1099-SA (HSA Distribution)5498-SA (HSA Contribution)Retirement account contribution (IRA)Educator expensesChildcare / daycare expensesEnergy-efficient home improvementsForeign income or accounts
Credits & Deductions

Help us determine your eligibility for tax credits and deductions.
Did you own a home in 2025?

YesNo
Select applicable home ownership expenses:

Mortgage interest (Form 1098)Property taxes paidHome office (self-employed)
Did you make energy-efficient home improvements?

YesNo
Did you or your dependent have education expenses in 2025?

YesNo
Select all that apply regarding education expenses:

Did you or your dependent attend college?Did you receive Form 1098-T?Any tuition paid out-of-pocket?Did you receive scholarships/grants?
Did you make charitable donations in 2025?*

YesNo
Check all boxes that describe your situation or expenses.

Cash donations?Non-cash donations?Any donation over $250?Receipts available?
Health Care Information

Please provide information related to your health care coverage.
Did you have health insurance?*

YesNo
Did you receive Form 1095-A (Health Insurance Marketplace Statement)?*

YesNoNot Sure
Did you contribute to an HSA?*

YesNo
Did you have any major medical expenses?*

YesNo
Support, Payments, and Prior Year Tax Information

Information about support and prior year taxes.
Does anyone have an IP PIN?*

YesNo
If yes, please provide the IP PIN number(s) for each applicable person. Separate multiple entries with commas or spaces.
Did you receive any IRS letters?*

YesNo
If yes, what were the IRS letters you received?
Did you owe taxes last year (2024)?*

YesNoNot sure
If you yes did you pay towards what you owe and what amounts with dates
Were there any major changes in this past year?
Examples: marriage, divorce, new dependents, job changes, or large financial transactions.
Uploaded Tax Documents
Upload 2 forms of Identification for Client.*

Examples: government-issued photo ID, Social Security card, birth certificate, utility bill, or other valid forms of ID.
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Upload 2 forms of Identification for Spouse.

Examples: government-issued photo ID, Social Security card, birth certificate, utility bill, or other valid forms of ID.
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Upload all your income sources tax forms*

Examples: W-2, 1099-NEC, 1099-MISC, Schedule C, Schedule E, Form 1099-INT
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Upload your last year's tax return

Uploading your prior-year tax return helps ensure accuracy, identify carryover items, and prevent missed deductions or credits.
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Audit Protection

Audit protection helps safeguard you against IRS audits by providing expert assistance and peace of mind throughout the process. It is especially beneficial for individuals who are self-employed, have complex tax situations, or want extra reassurance during tax season.
Would you like to add audit protection for $49.99?*

YesNo
Signature
Confirmation Date*

MonthDayYear
Date
Should be Empty:

New Tax Client Intake Form

Personal Information

Income

Credits & Deductions

Health Care Information

Support, Payments, and Prior Year Tax Information

Uploaded Tax Documents

Audit Protection