• 2026 Client Tax Intake Form

    BULLCITY ELITE TAX SERVICES

  • BullCity Elite Tax Services

    THE BEST IN THE BULL!!!

  • 1. Welcome / Client Information

    ā€” filing year, new/returning client, filing status and basic intake questions.
  • Date of birth*
    Ā -Ā -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Preferred contact method*
  • Have you filed with BullCity Elite Tax Services before?
  • Did you file a tax return last year?
  • Have you received an IRS Identity Protection PIN (IP PIN)?

  • 2. Marital & Filing Information

  • What was your marital status on December 31, 2026?*
  • Which filing status do you believe applies?
  • Did you pay more than half the cost of maintaining your household?
  • Can another taxpayer claim you as a dependent?
  • Spouse section: Show only when applicable: legal name, DOB, occupation, IP PIN question

  • 3. Dependents

    Each dependentā€™s required information plus residency and relationship questions.
  • Are you claiming or asking us to determine eligibility for any dependents?*
  • For each dependent
    Name; DOB; relationship; months lived with taxpayer; full-time student; disability; support; competing claimant; prior-year claimant; IP PIN; childcare expenses
  • Add another dependent
    Repeatable dependent section

  • 4. Income

    W-2s, 1099s, retirement, unemployment, Social Security, gambling and other income.
  • Select ALL income received during 2026
  • Conditional income questions
    Show document/details fields based on selected income types

  • 5. Self-Employment / Business

    ā€” business income, expenses, mileage and supporting documents.
  • Business expenses
  • Do you have records/receipts supporting reported business income and expenses?

  • 6. Credits & Deductions

    Childcare, education, mortgage interest, charitable contributions and other applicable items.
  • Select everything that applies

  • 7. Health Insurance

    including Form 1095-A when applicable.
  • Did you or anyone on your return have Marketplace health insurance during 2026?
  • Did you receive Form 1095-A?
  • 1095-A document Request secure upload/provision when applicable

  • 8. Important Tax Questions

  • Digital assets/cryptocurrency transaction?
  • Received unemployment?
  • Received gambling winnings?
  • Income not reported on a tax document?
  • Owned/operated a business?
  • Received payments for goods/services through cash or payment apps?
  • Sold stocks or investments?
  • Bought or sold real estate?
  • Received IRS/state tax notice?
  • Made estimated tax payments?
  • Income from another state or moved between states?
  • Paid childcare expenses so you could work?
  • Attended college or paid education expenses?
  • Made retirement contributions?
  • Foreign financial accounts/assets that may require reporting?

  • 9. Document Checklist

  • Documents available Government ID; SSN/ITIN documentation; W-2; 1099; 1098; 1095-A; IP PIN information; childcare statement; education documents; prior-year return; IRS/state notices; business records; other
    Sensitive documents Direct client to approved secure upload/client portal configured for taxpayer data

  • 10. Refund Options

    .
  • Preferred refund method
  • Interested in learning about a refund advance?
  • Disclosure
    Refund advances up to $7,000 may be available. Approval and amount are determined by the participating lender and are not guaranteed by BullCity Elite Tax Services.

  • 11. Preparer Questions

  • Would you like your preparer to contact you before completing your return?

  • 12. Client Certification & Signature

  • Certification
    I certify that the information and documents I provided are true, correct, and complete to the best of my knowledge. I understand that I am responsible for accurate information and that additional documentation may be requested. I understand that no particular refund, credit, processing date, filing status, or refund advance approval is guaranteed.
  • Date*
    Ā -Ā -
    2 digit month, 2 digit day, 4 digit year
  • Spouse date
    Ā -Ā -
    2 digit month, 2 digit day, 4 digit year

  • Recommended Jotform Conditional Logic

  • Married Show spouse information section.
    Dependents = Yes Show repeatable dependent questions.
    Self-employment / 1099 selected Show business income and expense section.
    Marketplace insurance = Yes Show Form 1095-A questions.
    IP PIN = Yes Show instructions for securely providing the current IP PIN.
    Specific income/credit selected Show only the related supporting questions/documents.
    Refund advance interest = Yes/Tell me more Show lender-product disclosure and next-step information.

  • Suggested Confirmation Screen

  • Thank You! šŸ’œ
    Your information has been successfully submitted to BullCity Elite Tax Services.

    A member of our team will review your intake information and uploaded documents. If additional information is needed, we will contact you.

    Refund Advances Up to $7,000 - Subject to lender approval
    Remote Filing Available
    Fast & Accurate Service

    Ā 

    BullCity Elite Tax Services
    The Best in the Bull
    šŸ“ 3925 N Duke St, Durham, NC 27704
    šŸ“ž (984) 260-6823

  • Security Note

  • Before collecting full Social Security numbers, IP PINs, bank-account information, IDs, or tax documents, configure and verify the security, access controls, encryption, retention, and privacy settings for the system you use. For highly sensitive taxpayer data, use your approved secure tax-software/client-portal workflow.

  • Internal Use Reminder

  • This client intake is designed to gather information efficiently. It does not replace the preparer's interview, applicable due-diligence requirements, Form 8867 when required, tax-software diagnostics, or professional judgment.
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