Final TDS Intake Form

Thank you for choosing TDS Financial Group for your tax preparation needs. Please complete the form below and provide as much information as possible to help us better assist you. Once your information is received, we will review your submission and contact you regarding the next steps.

Name

First NameLast Name

Date of Birth

Date

Last 4 of SSN

Spouse Name (leave blank if single)

First NameLast Name

Date of Birth

Date

Last 4 of SSN

Email

example@example.com

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Filing Status

Do you have dependents?

Are all dependents your biological children? If no, why?

Dependent Information

Rows	Name	DOB	Last 4 of SSN	# of Months Dependent Lived with Taxpayer	Full-Time Student Yes/No
Dependent 1
Dependent 2
Dependent 3
Dependent 4
Dependent 5

If claiming a dependent with special needs, can you provide proof?

Did you pay for childcare?

Do you, your spouse, or any dependents have an Identity Protection PIN (IP PIN) issued by the IRS?

Please enter the Identity Protection PIN (IP PIN) issued by the IRS below.

Did you pay more than half of the cost of maintaining your household during the tax year?

Has the IRS ever denied or reduced a tax credit you claimed on a previous tax return?

Do you currently owe any taxes to the IRS?

Did you receive unemployment benefits during the tax year?

Did you attend school during the tax year and receive a Form 1098-T?

Did you have health insurance through the Health Insurance Marketplace (Healthcare.gov or the Marketplace) during the tax year?

If you rent your home, please provide your landlord's name, landlord's address, and the total amount of rent paid during the tax year.

Current Occupation

Did you receive a W-2?

Are you self-employed?

Did you receive a 1099 NEC/MISC?

Do have a dedicated workspace in your home?

What was your annual business income?

Did you purchase or lease a new vehicle (model year 2025 or newer) during the tax year? If yes, please provide: Vehicle Year, Make, and Model, VIN (Vehicle Identification Number), and Total Vehicle Loan Interest Paid During the Tax Year. If this question does not apply to you, enter N/A.

If requested by the IRS, are you able to provide supporting documentation to verify the information reported on your tax return?

Do you want to apply for a tax advance?

How do you want to receive your refund?

Bank Information (For Direct Deposit)

Please provide the following information exactly as it appears on your bank account:

Name of Financial Institution

Routing Number

Account Number

Account Type

How did you hear about TDS Financial Group?

Document Uploads

For your security, please do not email sensitive tax documents. After your intake form has been reviewed, you will receive instructions on how to securely upload your tax documents through our secure document portal.

Examples include W-2s, 1099s, driver's licenses, Social Security cards, and other supporting tax documents.

Client Agreement & Consent

I authorize TDS Financial Group to prepare my federal and/or state tax return based on the information and documents I provide.

I understand that I am responsible for providing accurate and complete information, including income, dependents, deductions, and credits. I agree to review my completed tax return for accuracy before it is electronically filed.

I understand that if my return is rejected, I may be required to provide additional information or documentation before resubmission.

I acknowledge that I am responsible for maintaining records and supporting documentation for items reported on my tax return and for responding to any IRS or state tax agency inquiries, audits, or examinations.

I understand that tax preparation fees are due as agreed and may be deducted from my refund if permitted and selected.

By signing below, I certify that the information I provide is true, complete, and accurate to the best of my knowledge.

Client Acknowledgment

By submitting this form, I certify that the information provided is true and complete to the best of my knowledge.

I understand that I am responsible for providing all necessary tax documents and information required to prepare my tax return.

I authorize TDS Financial Group to prepare my tax return based on the information I provide and understand that tax preparation fees apply.

By submitting this form, I agree to the terms above.

Taxpayer Signature

Spouse Signature

Welcome to TDS Financial Group

Bank Information (For Direct Deposit)

Please provide the following information exactly as it appears on your bank account:

Document Uploads

Client Agreement & Consent

Client Acknowledgment