Form
NEWORLD TAX LLC-TAX CLIENT INTAKE FORM
Thank you for choosing NEWORLD TAX LLC.complete this intake form and upload your tax documents. A tax professional will review your information and contact you within 24 hourss.
full legal Name
First Name
Last Name
Email Address
example@example.com
How would you like to receive your tax refund
*
Direct Deposit
Paper Check
Same as last year return
Current Mailing Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Mobile Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Date of Birth
-
Month
-
Day
Year
Date
SSN or ITIN
Filing Status
Please Select
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er)
Did you file taxes last year?
Yes
No
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Tax Services Needed
Individual Tax Return (1040)
Business Tax Return
1040-NR Nonresident Return
Amendment(1040X)
ITIN Application
Bookkeeping
Payroll Services
Tax Planning
Income Types Received
W-2
1099-NEC
1099-K
Self Employment Income
Rental Income
Business Income
Foreign Income
Retirement Income (1099-R)
Number of Dependents
dependents claimed on your Return
Upload Tax Documents
*
Browse Files
Drag and drop files here
Choose a file
upload W-2S, 1099S, k-1s, prior year tax returns, IRS notices, and supporting tax documents.
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I hereby authorize NEWORLDTAX LLC to prepare and file my tax return based on the information and documents i have provided
*
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