• Tax Client Intake 2026

    Please complete this secure intake form to begin your tax preparation process. Answer all questions accurately and upload all requested documents.
  • Are you a new client?
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  • Taxpayer Information

  • Date
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Did your address change during the tax year?
  • Can you be claimed as a dependent on another person's tax return?
  • Were you a full-time student during the tax year?
  • Were you legally blind or permanently and totally disabled during the tax year?

  • Filing Status & Household Information

    Please answer the following questions based on your situation as of December 31 of the tax year. Your tax professional will determine the filing status you qualify to use based on the information and documentation provided.
  • What was your marital status on December 31 of the tax year?*
  • Spouse's Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Do you intend to file a joint return with your spouse?

  • Dependents & Household Information

    Please provide information for each person you may be eligible to claim on your tax return. Your tax professional will review the information provided to determine eligibility for applicable filing statuses, dependents, and tax credits.
  • Do you have any dependents you would like to file?*

  • Dependent #1

  • Dependent Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Was this dependent #1 a full-time student for at least 5 months during the tax year?
  • Was this dependent #1 permanently and totally disabled?
  • Was this dependent # 1 permanently and totally disabled?
  • Did anyone else live with, claim, or provide financial support for dependent #1 during the tax year?
  • Did you provide more than half of this dependent's financial support during the tax year?
  • Did this dependent provide more than half of their own financial support?
  • Is there another parent, guardian, or person who may also be eligible to claim this dependent?
  • Dependent #2 Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Full-Time Student
  • Is #2 Permanently & Totally Disabled
  • Other Person Claiming/Supporting
  • Dependent #3 Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Full-Time Student
  • Is #3 Permanently & Totally Disabled
  • Other Person Claiming/Supporting
  • Dependent # 4 Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Is #4 Full-Time Student
  • Is #4 Permanently & Totally Disabled
  • Can any Other Person Claiming/Supporting #4

  • INCOME INFORMATION

    Select all sources of income you received during the tax year. Additional questions and document upload options will appear based on your selections.
  • What types of income did you receive during the tax year?Select all that apply.

  • W-2 EMPLOYMENT INCOME

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  • SELF-EMPLOYMENT / 1099-NEC INCOME

    Complete this section if you received 1099-NEC income, worked as an independent contractor, gig worker, freelancer, or operated your own business during the tax year.
  • Did you receive a 1099-NEC?
  • Did you have business expenses?
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  • Did you receive income through Cash App, PayPal, Venmo, Square, Stripe, or another payment processor?

  • 1099-K / PAYMENT APP INCOME

    Complete this section if you received Form 1099-K or received payments for goods or services through a payment app or online marketplace.
  • Did you receive Form 1099-K?
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  • UNEMPLOYMENT INCOME — 1099-G

    Complete this section if you received unemployment compensation during the tax year.
  • Did you receive unemployment compensation during the tax year? —
  • Did you receive a Form 1099-G?
  • Did you have federal or state taxes withheld from your unemployment benefits?

  • Child Support & Offsets

    Please indicate any child support or offset amounts that apply.
  • Do you have any of the following?
  • By signing below, I acknowledge that I am authorizing Wilson’s Financials to prepare and file my tax return based on the information provided, and that all of the above information is true and correct.
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