2025 Client Intake Form
"We Look Forward To Assisting You"
Type of client
*
New
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Busy Bees Financial Solutions 2025 Tax Client Intake Form
Title
Please Select
Mr.
Mrs.
Miss
Ms
Dr.
Name
*
First Name
Last Name
Middle Name
Date of Birth
*
-
Month
-
Day
Year
Date
Has your name/address changed since your last filed tax return?
*
Yes
No
Sex
*
Male
Female
Address
*
Street Address
Street Address Line 2
City/Suburb
State
Postcode
Email
*
example@example.com
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Tax Identification Number/ Social
*
Work Status
Please Select
Full-time
Part-time
Casual
Contract
Labour-hire
Occupation/Job Title
*
Are you self-employed/sub-contractor?
*
Yes
No
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Disbursment Method Direct Deposit?
*
Routing Number
*
Account Number
BANK NAME
*
Name as it appears on the Account
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Spouse
*
Yes
No
Spouse Name
Spouse D.O.B.
-
Month
-
Day
Year
Date
Spouse's Taxable Income ($)
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Dependents
*
Yes
No
Dependent Information
Name
DOB
Social
Child 1
Child 2
Child 3
Child 4
Child 5
For any item you Click "Yes" to - IRS per tax code requires you to provide documentation to verify it. These can be copies or photos of documents, providing they're legible will have to be in your tax file for 3 years upon IRS request to review. Email all copies to taxsolutions@busybeesfinancial.com
App "CamScanner" is very good.
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Did you receive more than $5,000 in cash app or paypal payments?
*
Yes
No
How many jobs did you work in 2024?
1
2
3
4
more than 5
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Are you a Home Owner? Have you had any home repairs in 2024?
*
Yes
No
Have you incorporated a business in any state in the USA?
*
Yes
No
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Do you ever use your car for work? This is travelling to non private places during work hours OR do you need your car to carry tools and/or bulky equipment? If yes, you may be able to claim car mileage.
Yes
No
PLEASE ENTER DETAILS THAT SUPPORT
Make
Model
REPAIR COST
MILES
Car 1
Car 2
Car 3
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Did you spend any money on Dry-cleaning and/or Protective Clothing (winter jackets, gloves, even sunglasses) or Specific Clothing (Sports shoes, Chef Pants)? If yes, list items & their cost.
Yes
No
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Dry-cleaning or Protective Clothing
Cost
item 1
item 2
item 3
item 4
item 5
Did you study during the year that directly related to your job? Did take any college courses in 2024 tax year?
Yes
No
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Course Name
Location
Days Traveled
Cost
School 1
School 2
School 3
School 4
School 5
List what expenses you had for the year and how much your cost is. We will then discuss everything with you. E.g. Gas & Power at home. Internet Costs; Union fees; Subscriptions; Office & Computer Costs; Software, iPads. Professional Development.
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Signature
Date
-
Month
-
Day
Year
Date
Continue
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