Unique Tax Solutions & More - Client Intake Form

Unique Tax Solutions & More - Client Intake Form

Please complete this form to help us prepare your tax return efficiently. Your information is kept confidential.
Contact Information
Full Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Taxpayer & Dependents
Spouse Full Name
Spouse Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Dependent 1 Full Name
Dependent 1 Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Dependent 2 Full Name
Dependent 2 Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Dependent 3 Full Name
Dependent 3 Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Dependent 4 Full Name
Dependent 4 Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Filing Information
Tax Year
Filing Status
Occupation
Spouse Occupation
Document Uploads
Tax Documents (W-2s, 1099s, Schedule K-1s, etc.)

Cancelof
Social Security Cards / ITIN Letters (for taxpayer, spouse, dependents)

Cancelof
Birth Certificates

Cancelof
Proof of Residency (utility bill / light bill)

Cancelof
Direct Deposit Bank Information
Bank Routing Number
Sensitive information - kept secure and encrypted.
Bank Account Number
Sensitive information - kept secure and encrypted.
Tax Document Checklist
Which tax documents are you providing?

Other
How did you hear about us?
Should be Empty:

Unique Tax Solutions & More - Client Intake Form

Contact Information

Taxpayer & Dependents

Filing Information

Document Uploads

Direct Deposit Bank Information

Tax Document Checklist