Client Intake Form 😊

Client Intake Form 😊

Please fill out your personal, dependent, and income information to assist us with your tax preparation.
Thank you for choosing our tax preparation services! Please complete the following information to get started.
Taxpayer Information
Full Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Filing Status
Do you have an IRS Identity Protection PIN (IP PIN)?
Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Do you have any dependents?
Dependent Information
List your dependents
Upload supporting documents for your dependents (e.g., birth certificates, social security card, custody documents) Please upload all documents that you have.

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If any dependent is not your biological child, do you have permission to claim that child, did the child live with you more thank half the year?
Are any of your dependents a full time college student?
Is your dependent disabled?
Income Section

Did you receive a W2, 1099-NEC, 1099-R, 1099-MISC or any other income that you are required to file on your tax return?( last check stubs cannot be used)
Do you have all of your W2’s or 1099’s
Were you self employed?(did you run your own business or work for someone as an independent contractor)
If you were to be audited do you agree to help aid in the tax audit by completing a Schedule C income and expense worksheet?
Upload any supporting documents that you have for your business.( proof of income earned and expenses paid for the business)

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Additional Documentation
Do you have any additional forms that you did not mention in previous questions? (Such as 1098 mortgage interest forms or 1099-Div)
If you have market place insurance and received a 1095-A please upload the form here.

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Banking information
Will you like to receive a check or direct deposit?
If you are using direct deposit please upload a blank check or a direct deposit form

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Were you referred by someone?
Client Acknowledgement
Do you fully understand that your Tax Preparer does not get paid until your return is approved by the IRS?
Client Conduct PolicyClients agree to communicate respectfully with staff and refrain from making false, harmful, or defamatory statements about the business or its employees. Any concerns should be addressed directly with management. You can email us directly at jccnprecisiontax@gmail.com or call 225-288-6851.
By signing this intake form, you authorize JCCN Precision Tax to prepare and electronically file your tax return using the information and documents you provide. You acknowledge that you are responsible for the accuracy and completeness of all information submitted. You further understand and agree that whether or not you receive a tax refund, you remain fully responsible for payment of all tax preparation fees owed to JCCN Precision Tax.
Is there anything else that you feel like you need to share with your tax preparer?
Signature
Date Signed

MonthDayYear
Thank you for choosing JCCN Precision Tax for your tax preparation needs. We appreciate your business and look forward to assisting you. Please allow 24–48 business hours for your tax return to be completed after all required documents have been received. All client information and documents provided are kept confidential and secure.
Please upload and send all tax documents to 225-288-6851. Be sure to include your first and last name with your submission so your documents can be properly matched to your account. To avoid delays in processing your return, please ensure all documents and photos are clear, readable, and complete before sending.
Type your First and Last name agreeing to above statement.
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Client Intake Form 😊

Taxpayer Information

Dependent Information

Income Section

Additional Documentation

Banking information

Client Acknowledgement