Tax Client Intake Form

Tax Client Intake Form

DO NOT FILE IF YOU DO NOT HAVE YOUR W2 OR ALL YOUR FEDERAL DOCS TO AVOID AUDITS AND DELAYS IN YOUR REFUND!!! Please enter your information as accurately as possible. Please upload your required documents that are needed to process your 2026 tax return.
If you were referred by someone, please enter their name.
Please enter your tax preparer's name.
If we were communicating via Facebook Messenger, what is your Facebook name?
Full Name

First NameLast Name
Spouse Name (if filing joint)

First NameLast Name
Social Security Number (INCLUDE DASHES)
Spouse Social Security Number (INCLUDE DASHES)
Date of Birth

MonthDayYear
Date
Spouse Date of Birth

MonthDayYear
Date
Home Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Spouse Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Spouse Email Address
example@example.com
Occupation
Spouse Occupation
Number of Dependents
Dependent 1

Street Address

Name
Social Security NumberDate of BirthRelationship
Dependent 2

Street Address

Name
Social Security NumberDate of BirthRelationship
Dependent 3

Street Address

Name
Social Security NumberDate of BirthRelationship
Dependent 4

Street Address

Name
Social Security NumberDate of BirthRelationship
If any of your dependents are disabled, please list them here.
Are you disabled?
Filing Status
Did you receive refund last year?
Are you on any type of government assistance? For example, medicaid, snap, public housing or section 8.
Were you audited by the IRS last year?
Did you have Market Place Insurance?
If you had Market Place Insurance (Obama Care) in 2023, please upload 1095A.

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Do you have an IP PIN Number? This was issued by the IRS and is needed to process the return. Please provide it if you have it.
Do you have any credits that were disallowed or reduced?
If you have any credits that were disallowed or reduced, please enter here.
2025 Identity Protection Pin and who it was issued to.
What document will you provide as proof of residency for child dependents?
Please upload Proof of Residency for each dependent.

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If you are filing Head of Household, what documents will you provide as proof?
Please upload Proof of Head of Household, if applicable.

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Please upload driver's license/ID for you (and your spouse, if applicable).

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Social Security Cards for each individual on return.

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Do you owe any federal outstanding debt?
Do you owe child support?
Do you owe any student loans?
Do you owe any unemployment?
Do you owe the state?
Is there any reason your refund will be garnished?
You should be fully funded when your tax return is filed correct?
Do you have a W2?
Are you waiting on a W2/1099 or any other federal doc?
Financial Tax Documents (W2, 1099, Unemployment, etc)

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If you received a 1099G form for unemployment, please upload it here.

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If you received a 1098T form for school, please upload it here.

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Do you need assistance reconstructing
Did you have a business in 2025? Includes 1099s, or side business. Ex. hair braiding, hair stylist, babysitting, uber, lyft, door dashing, & etc. If so, what is the name and nature of your business and side business? If you don't have a name, you can bypass the name.
Other documents.

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Any additional information needed to prepare your taxes?
Upload documents if necessary.

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Should be Empty: