Tax Client Intake Form

Tax Client Intake Form

Please fill out this form to get started with your tax services.
Full Name

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

Physical Address

Mailing Address Line 2
CityState / ProvincePostal / Zip Code
Filing Status

Other
Do you have any dependents?
If yes, please list dependents (names, relationship, date of birth and social security number)
Did you file taxes last year?
If yes, who prepared your taxes last year?
Did you receive a refund? If not, why?

Supporting Documents (Birth Certificate, Social Security Cards, 1098-Mortgage Interest Statement, 1098T-Educational Form

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