• Ask Sash Tax & Co. Client Tax Intake Form

    DO NOT FILE IF YOU DO NOT HAVE YOUR W2 OR ALL OF YOUR FEDERAL DOCS TO AVOID AUDITS & DELAYS IN YOUR REFUND. Please complete our client intake form to be known true to you and upload the necessary documents so that we may quickly & accurately file your tax return. We appreciate you for helping us complete the due diligence that the IRS requires when filing tax returns. We aim for a 24-72 hour turnaround time. If everything is filled out correctly the only time we will need to reach out to you, is when we are providing you with your refund amount. If you are experiencing any technical issues or have questions with submitting your form, please contact (702) 421-8602.
  • Do you give Ask Sash Tax & Co permission to prepare and file your federal and state taxes?*
  • Did you file with us last year?*
  • Preferred Contact Method*
  • Were you audited by the IRS last year?*
  • Are you filing with a spouse?*
  • Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Do you have an IRS Identity Protection PIN (IP PIN)?*

  • Spouse Information

    Please fill out EVERY section that applies to you.
  • Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Do you have an IRS Identity Protection PIN (IP PIN)?

  • Dependent Information

    List the names below of everyone who lived with you last year (other than your spouse), or anyone you supported but did not live with. Every question listed is our due diligence to be sure we are in compliance with the IRS to prevent audits & refund delays.
    • Dependent 1 
    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Is this your son or daughter?
    • Did this dependent attend college)?
    • Is the dependent disable?
    • Is this child currently, or intended to be, a qualifying child on any other individual's tax return?
    • Do you have an IRS Identity Protection PIN (IP PIN)?
    • What document will you provide for proof of residency for child dependents?
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    • Dependent 2 
    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Is this your son or daughter?
    • Did this dependent attend college)?
    • Is the dependent disable?
    • Is this child currently, or intended to be, a qualifying child on any other individual's tax return?
    • Do you have an IRS Identity Protection PIN (IP PIN)?
    • What document will you provide for proof of residency for child dependents?
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    • Dependent 3 
    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Is this your son or daughter?
    • Did this dependent attend college)?
    • Is the dependent disable?
    • Is this child currently, or intended to be, a qualifying child on any other individual's tax return?
    • Do you have an IRS Identity Protection PIN (IP PIN)?
    • What document will you provide for proof of residency for child dependents?
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    • Dependent 4 
    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Is this your son or daughter?
    • Did this dependent attend college)?
    • Is the dependent disable?
    • Is this child currently, or intended to be, a qualifying child on any other individual's tax return?
    • Do you have an IRS Identity Protection PIN (IP PIN)?
    • What document will you provide for proof of residency for child dependents?
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  • Tax Related Questions

     If there is something you don't know please put N/A and give reasons. Please reach out if you have any questions I will be happy to clarify.
  • Do you have W-2 income?*
  • Do you have self-employment or 1099 income?*
  • Did you attend college or pay education expenses in the past year?*
  • Did you pay childcare expenses?*
  • Did you buy or sell a home in the past year?*
  • Did you receive unemployment income?*
  • Are you renting your home?*
  • Do you own your home?*
  • Did you receive Social Security or retirement income?*
  • Did you have health insurance through the Marketplace (Healthcare.gov or state exchange)?*
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  • Income

    If there is something you don't know please put N/A and give reasons. Please reach out if you have any questions I will be happy to clarify.
  • Please select all forms of income in the current tax year:*
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  • Are you filing taxes on your business?
  • What is the nature of your business?
  • How do you accept payments for your business?
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  • Authorization & Consent & B Info

  • Driver's License Expiration*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Driver's License Issue Date*
     - -
    2 digit month, 2 digit day, 4 digit year
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  • Spouse Driver's License Expiration
     - -
    2 digit month, 2 digit day, 4 digit year
  • Spouse Driver's License Issue Date
     - -
    2 digit month, 2 digit day, 4 digit year
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    • I confirm that all information I have entered and submitted is accurate and true to the best of my knowledge.
    • I authorize Ask Sash Tax & Co. to collect and use sensitive personal information necessary for tax preparation, including identification documents, Social Security Numbers, taxpayer identification numbers, and other information required to prepare my tax return.
    • I, the taxpayer named above, confirm that I have provided Ask Sash Tax & Co. with the tax information and supporting documentation needed to prepare my return. To the best of my knowledge, all information provided is true, correct, and complete.
    • By signing below, I acknowledge that I understand my responsibilities as the taxpayer and the responsibilities of Ask Sash Tax & Co. as my tax preparer. I understand that my tax return will be prepared based on the information and documentation I provide.
    • I understand that I am responsible for the accuracy and completeness of the information I provide. If I knowingly provide false, misleading, incomplete, or fraudulent information, I understand that I may be held responsible for any resulting penalties, interest, taxes, or other consequences.
    • I acknowledge that Ask Sash Tax & Co. is not responsible for false, fraudulent, or inaccurate information that I provide or fail to disclose.
    • I have read and agree to the applicable Terms and Conditions and Privacy Policy.
  • I have read, understand, and agree to the statements above.*
  • This is only the initial intake form. Ask Sash Tax & Co. will provide separate instructions for securely submitting required tax documents.
  • Today's Date
     - -
    2 digit month, 2 digit day, 4 digit year
  • Today's Date
     - -
    2 digit month, 2 digit day, 4 digit year
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