Legacy Financial Tax Co. — New Client Tax Intake Form

Legacy Financial Tax Co. — New Client Tax Intake Form

Complete this intake form to provide your tax preparation details, documents, preferences, and acknowledgments.
Client & Household Information
Full Legal Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Current Address
City
State
ZIP Code
Preferred Contact Method
Client Type
Tax Year Needed
Expected Filing Status
Marital Status Changed During the Tax Year?
Moved During the Tax Year?
Filed a Federal Tax Return Last Year?
Spouse's Full Legal Name

First NameLast Name
Spouse's Date of Birth

MonthDayYear
Date
Did your spouse earn income during the tax year?
Will you be filing a joint return with your spouse?
Dependents
Are you claiming any dependents?
Dependent - Full Legal Name
Dependent - Date of Birth

MonthDayYear
Date
Dependent - Relationship to You
Dependent - Number of Months the Dependent Lived With You During the Tax Year
Dependent - Did you pay childcare expenses for this dependent?
Dependent - Was the dependent a full-time student?
Do you need to enter another dependent?
Dependents - Not Applicable
Income, Self-Employment, and Business Information
Income Types Received During the Tax Year

Other
Did you receive income that may not be listed above?
If yes, please explain (Other Income)
Were you self-employed or did you own a business during the tax year?
Business Name
Type of Business
Business Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Business Start Date

MonthDayYear
Date
Did you receive 1099 income for this business?
Did you keep records of your business income and expenses?
Business Expense Categories That May Apply

Other
Additional information about your business income or expenses
Credits, Deductions, and Life Events
Potential Credits & Deductions

Other
Other credits or deductions that may apply
Did you buy or sell a home during the tax year?
Did you have a baby or add a dependent during the tax year?
Did you get married or divorced during the tax year?
Did you attend college or pay tuition during the tax year?
Did you receive health insurance through the Marketplace?
Did you receive unemployment benefits?
Did you buy, sell, exchange, or otherwise transact in cryptocurrency or other digital assets?
Did you receive income from another state?
Did you receive an IRS or state tax notice for this tax year?
Did you make estimated tax payments?
Did you experience any other major financial or life changes that may affect your taxes?
If yes, please explain
Tax Documents and Uploads
Collect Tax Documents You Currently Have

Other
Are you still waiting to receive any tax documents?
If yes, please list the documents you are still waiting for
Upload Tax Documents

Cancelof
Have you uploaded all of the tax documents currently available to you?
Are there additional documents you plan to provide later?
If yes, please list them
Refund, Fees, and Appointment Preferences
If you are entitled to a tax refund, how would you prefer to receive it?
Would you like to discuss available tax preparation fee payment options?
Have you received an IRS or state tax notice regarding a previous tax return?
Have you already scheduled your tax appointment with Legacy Financial Tax Co.?
Preferred Appointment Type
What is the best time to contact you?
Preferred Contact Method for Appointment
Is there anything we should know before your appointment?
Questions for Preparer
Is there anything about your tax situation you would like Legacy Financial Tax Co. to know?
What questions or concerns would you like to discuss with your tax preparer?
Are there any tax documents you are still waiting to receive?
If yes, which documents are you waiting for?
Is there anything else you would like us to know before we review your information?
Client Acknowledgment
I Agree
Client Signature
Printed Full Name

First NameMiddle NameLast Name
Date (Client Acknowledgment)

MonthDayYear
Date
Should be Empty:

Legacy Financial Tax Co. — New Client Tax Intake Form

Client & Household Information

Dependents

Income, Self-Employment, and Business Information

Credits, Deductions, and Life Events

Tax Documents and Uploads

Refund, Fees, and Appointment Preferences

Questions for Preparer

Client Acknowledgment