Teflon Tax Professionals – Tax Intake Form

Teflon Tax Professionals – Tax Intake Form

Please complete this form to begin your tax preparation and ensure secure processing.
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Client Information
Full Name*

First NameLast Name
Date of Birth*

MonthDayYear
Date
Tax Identification Number*
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Email Address*
example@example.com
Current Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Filing Status*
Dependents
YesNo
Dependent Information
Income Information
W-2 IncomeSelf-Employed / 1099UnemploymentSocial SecurityRental IncomeOther
Upload W-2 / 1099 Documents

Cancelof
Tax Credits
YesNo
YesNo
YesNo
YesNo
Banking Information
Preferred Refund Method*
Bank Name
Routing Number
Account Number
Refund Advance
YesNo
Estimated Refund Amount
IRS Authorization
I confirm that all information provided is accurate to the best of my knowledge.
Signature*

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Date*

MonthDayYear
Date
Should be Empty:

Client Information