Tax Preparation Client Intake Form
Tax Year
*
Please Select
2021
2022
2023
2024
2025
Filing Status
*
Single
Head of Household
Married Filing Separate
Married Filing Joint
Qualifying Widower
Taxpayer Information
Name
*
First Name
Last Name
Age
*
Date of Birth
*
-
Month
-
Day
Year
Date
Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Issued IP PIN?
*
Yes
No
If Yes, please add your IP PIN.
Are you a full-time student?
Yes
No
Are you totally and permanently disabled?
Yes
No
Are you legally blind?
Yes
No
Spouse Information
Spouse Name
First Name
Last Name
Spouse Age
Spouse Date of Birth
-
Month
-
Day
Year
Date
Spouse Phone Number
Please enter a valid phone number.
Spouse Email
example@example.com
Spouse Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Issued IP PIN?(Spouse)
*
Yes
No
If Yes, please add your IP PIN.(Spouse)
If Yes, please add your IP PIN.(Spouse)
(Spouse)Which types of income did they have this year?
W-2 (Employment)
1099-NEC / 1099-MISC
Self-Employed / Schedule C
Other
Spouse W2, 1099NEC, Self-Employed / Schedule C
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Are they a full-time student?(Spouse)
Yes
No
Are they totally and permanently disabled?(Spouse)
Yes
No
Are they legally blind?(Spouse)
Yes
No
Are they your dependent?(Spouse)
Yes
No
Dependents
Enter your dependents here
Name
Date of Birth
Relationship
1
2
3
4
5
6
Birth certificate(s)
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SS Card(s)
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School/Medical Records
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Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?
Yes/No
Employer
Spouse Ins
Exchange/ Marketplace
Direct with Insurer
Medicare
Medicaid
Taxpayer
Yes
No
Spouse
Yes
No
Dependent 1
Yes
No
Dependent 2
Yes
No
Dependent 3
Yes
No
Health Insurance Marketplace(1095-A)
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Tax Related Questions
Occupation
Which types of income did you have this year?
W-2 (Employment)
1099-NEC / 1099-MISC
Self-Employed / Schedule C
Other
W2
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1099-NEC / 1099-MISC
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Self-Employed / Schedule C
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of
Photo ID
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of
SS Card
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Business Information
Business Information
Business name
EIN (optional)
Business Address
Business Phone
Business Documents
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Are you contributing to 401k or other pre-tax account?
Yes
No
Did you take money from your 401?
Yes
No
Form 1099-R
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Do you, your spouse or your dependents have tuition expenses?
Yes
No
Form 1098-T
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Do you have any expenses for child care?
Yes
No
Proof of Child Care Expenses
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Do you have energy star rated improvements to your home?
Windows
Doors
Furnace
Other
Are you currently renting?
Yes
No
What is the monthly rental amount?
How long have you lived at the property?
# of months
Do you have your own home?
Yes
No
Do you have documents that shows you paid for property taxes?
Yes
No
Property Taxes Statement Upload
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Did you sell any stock?
Yes
No
Stock Statement Upload
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Did you pay your vehicle tax?
Yes
No
Do you have mortgage interest?
Yes
No
Do you have real estate tax?
Yes
No
Are you a victim of identity theft?
Yes
No
Did you receive a federal tax last year?
Yes
No
Prior Year Return
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Please upload any relevant statements of forms.
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Expenses
Please fill-up the information within the current year only.
General Expenses
Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses
Total Expenses
Would you like a refund advance?
Yes
No
Preferred deposit method
Direct Deposit
Fast Money Card
Check
Routing Number:
Account Number:
If you owe a debt, how would you like to pay?
By Check at a later time
Request Payment Plan
Acknowledgment & Signature
I confirmed that all information I entered here is accurate and true.
I allow My Business Alternatives to capture my sensitive data like personal id, government id, and other information.
I have read the terms and conditions and privacy policy of My Business Alternatives.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Additional comments
Date Signed
-
Month
-
Day
Year
Date
Taxpayer Signature
Date Signed(Spouse)
-
Month
-
Day
Year
Date
Spouse Signature
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