Tax Intake Form

Anderson Tax & Business Solutions

Please complete this secure intake form to begin your tax preparation process. Your information is encrypted and protected.
Full Legal Name

First NameMiddle NameLast NameSuffix
Date of Birth

MonthDayYear
Date
Social Security Number (SSN) or ITIN
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Preferred Contact Method
FILING STATUS
Do you have dependents?
First Name   Last Name
Date of Birth
SSN
Relationship to you
# of months lived with you this year
Did they provide more than 50% of their own support? (Yes/No)
Select all income sources
Upload Tax Documents

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Do you own a business?
Business Name
EIN
Type of Business
Total Income for the Year
Total Expenses for the Year
Upload Profit & Loss Statement (if available)

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DEDUCTIONS

Other
Refund Method
Bank Name
Routing Number
Account Number
Did you file last year?
File Upload (Last Return)

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Do you owe the IRS or have a payment plan?
Have you received any IRS letters recently?
If Yes, Upload Documents

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Are you a U.S. citizen?
Signature (E-signature field)

Consent Statement: I confirm that the information provided is accurate to the best of my knowledge. I authorize Anderson Tax & Business Solutions to prepare my tax return.
Today's Date

MonthDayYear
Date
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Anderson Tax & Business Solutions