Client Intake Form

ELMAK Client Intake
Full Name
As it appears on identification
Email address
example@gmail.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Choose your Tax Preparer
Current Mailing Address (no P.O. Box)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Did you file last year?
Did your address Change?
Photo ID

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Upload all W-2s and 1099s (you can upload multiple files)

If you worked more than one job or received multiple tax forms, please upload all of them here.
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Are you self employed or do you have business income?
Upload Receipts (if self employed)

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Client Certification

I Certify that the informatin provided in this form and any documents submitted are true, correct, and complete to the best of my knowlege. I understand that ELMAK Tax Service relies on the information I provide to prepare my tax return.
Client Signature*

Clear
Date Signed*

MonthDayYear
Date
Should be Empty:

ELMAK Client Intake