• Scale Wealth Financial Services - Tax Preparation Client Intake Form

    Kiara O’Neal

  • Client Information

  • Which year are you filing?
  • Filing Status (If your Married, please fill out different forms)*
  • Have you ever been issued an Identity Protection PIN (IP PIN) by the IRS?*
  • Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Do you have insurance through the Affordable Care Act (The Marketplace)?
  • Primary Source(s) of Income
  • Are you a business owner that have profit/expenses? (If yes, I will be contacting you for more information.)
  • Can someone else claim you as a dependent?
  • Did you withdraw early from your 401k?

  • Document Upload

    *Only if applies to your tax situation.
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof

  • Dependent Information

    Tell us about your Qualifying Dependents.
  • If you have dependents, did they live with you for more than half of the year?
  • Type a question
    Rows
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof

  • Direct Deposit

    Please list information to receive direct deposit.
  • Account Type*
  • Are you a new or a returning client?
  • Did you receive a federal tax refund last year?
  • Would you like to sign up for the Credit Repair Program? *(1/2 OFF + Prep Fee Combined or Pay Upfront)
  • Would you like a Refund Advance Loan? *(Depends on bank approval.)
  • Should be Empty: