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.Format: (000) 000-0000.
Email Address
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.Format: (000) 000-0000.
Spouse's Email Address
example@example.com
Home Address

Street Address

Apartment / Unit Number
CityState / ProvincePostal / Zip CodeCountry
Filing Status
Dependents
Upload your dependents' Social Security Cards

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Upload Proof of Dependents' Identity Documents

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:
Select all that apply:
Did Taxpayer or spouse work overtime?
Did Taxpayer or spouse earn tips?
Credits & Deductions

Help us determine your eligibility for tax credits and deductions.
Did you own a home in 2025?
Select applicable home ownership expenses:
Did you make energy-efficient home improvements?
Did you or your dependent have education expenses in 2025?
Select all that apply regarding education expenses:
Did you make charitable donations in 2025?
Check all boxes that describe your situation or expenses.
Donation Details (dates, amounts, and other information)
Health Care Information

Please provide information related to your health care coverage.
Did you have health insurance?
Did you receive Form 1095-A (Health Insurance Marketplace Statement)?
Did you contribute to an HSA?
Did you have any major medical expenses?
Military Status

Please select your military status from the options below.
Taxpayer Military Status
Spouse Military Status
Support, Payments, and Prior Year Tax Information

Information about support and prior year taxes.
Did you receive any IRS letters?
If yes, what were the IRS letters you received?
Did you owe taxes last year (2024)?
If you yes did you pay towards what you owe and what amounts with dates
Did you pay quarterly taxes?
Please enter the dates and amounts of your paid quarterly tax amounts.
Were there any major changes in this past year?
Examples: marriage, divorce, new dependents, job changes, or large financial transactions.
Does anyone have an IP PIN?
If yes, please provide the IP PIN number(s) for each applicable person. Separate multiple entries with commas or spaces.
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?
Refund Fee Agreement

Please review the payment options carefully to choose your preferred method.
How will your tax preparation fee be paid?
Preferred contact method:
Bank Name
Account Type
Routing Number
Account Number
Signature

I confirm that the information I provide is complete and accurate to the best of my knowledge.
Confirmation Date

MonthDayYear
Date
Should be Empty:

New Tax Client Intake Form

Personal Information

Income

Credits & Deductions

Health Care Information

Military Status

Support, Payments, and Prior Year Tax Information

Uploaded Tax Documents

Audit Protection

Refund Fee Agreement