Client Intake & Tax Preparation Form
Name
First Name
Last Name
Date Of Birth
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Social Security Number
xxx-xx-xxxx
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
How Long Have You lived At This Address
How Did You Find Our Tax Services
Please Select
Scan QR Code from your business card.
Social Media
Referral From Friend or Family Member
Who Is Your Tax Preparer
Filling Status
Please Select
SINGLE
MARRIED FILING JOINTLY
MARRIED FILING SEPARTELY
HEAD OF HOUSEHOLD
QUALIFING WIDOW(ER)
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Identity Verification (Patriot Act Compliant)
Upload The following
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Government Issued ID, Social Security Card, Proof of Address (Utility bill,lease, bank statement)
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Are You An Active Duty Military Member?
Yes
No
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Dependent Information
For Each Dependent
Name
First Name
Last Name
Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
SSN
xxx-xx-xxxx
Relationship
Lived With You How Many Months In 2025
Did Anyone Else Contribute to Their Care
Yes
No
Upload Birth Certificate, School/Medical records for residency Support
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Dependent Information
For Each Dependent
Name
First Name
Last Name
Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
SSN
xxx-xx-xxxx
Relationship
Lived With You How Many Months In 2025
Did Anyone Else Contribute to Their Care
Yes
No
Upload Birth Certificate, School/Medical records for residency Support
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Income Documents
Upload All Income Types W-2 Forms -1099-NEC ,1099-MISC, 1099-K, 1099-R, SSA-1099, 1099-INT/1099-DIV, Business Income (Upload profit & Loss Or Bank Statements)
File Upload
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Did You Work Gig Apps?(Uber,DoorDash, Instacart, Etc
Did You Recieve Rental Income?
Did You Receive Unemployment?
Did You Receive Child Support?
Did You Receive Alimony?
Did You Trade Crypto or Stocks?
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Deductions & Credits
Child Tax Credit/EITC/HOH Eligibility
Did Your dependent Live With You More Than 6 Months
Yes
No
Are You Financially Responsible For the Dependent?
Yes
No
Upload Childcare Provider Information
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Upload School/Medical Documents Proving Residency
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Education Credits
Upload 1098-T, Tuition Receipts, Books/Supplies Amounts
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Business Deductions
Type of Business
Number of Years Business In Operation
Mileage For The Year
Supplies, Equipment, Advertising, Rent
Home Office Percentage And Square Foot Used
Upload Business Profit/Loss Sheet, Expenses, Etc
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Other Deductions
Medical Expenses
Charitable Contributions
Mortgage interest (upload 1098 MORT)
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Banking & Disbursement Info
Bank Name
Type of Account (Checking/Savings)
Please Select
Checking
Saving
Money Market
Account Number
Routing Number
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Due Diligence Interview Questions
Required By IRS
Who Paid Household Expenses?
What Percentage Did You Contribute?
Who Lived In the Home this Year?
Do You Have custody Agreements?
Did the dependent live outside of your home any part of the year?
Explain Your Relationship to Each Dependent.
Business Income Questions
How Do You Keep Records?
Average Monthly Business Income?
Do You Track Mileage? Upload Log
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Upload 3-6 Months bank statements
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Consent Forms
Form 7216- Consent To Use Tax Information
Consent To the Use of my tax information for preparation & refund products
I consent to the use of my information for tax preparation and refund products. I consent to having this signature transferred to my tax return.
I DO NOT consent
Form 7216 AND 8879-E-File Signature Authorization
Name
First Name
Last Name
Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Last 4
Submit
Submit
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