Tax Client Intake Form

TAX INTAKE FORM
Full Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Current Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Filing Status
Spouse Information (if applicable)
Spouse Full Name

First NameLast Name
Spouse Date of Birth

MonthDayYear
Date
Spouse Email Address
example@example.com
Spouse Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Dependents (up to 4)
Dependent Details
Income Sources

Other
Tax Declaration Questions
"Will you provide photocopies of your and/or spouse's driver's license, Social Security card, and Social Security cards for all dependents?"
"Do you, your spouse, or any dependent have an IP PIN number?"
"If yes, please list your IP PIN" a question
"Will you provide all W-2s for all jobs worked in 2025?"
"Are you legally married based on your state's legal definition of marriage?"
"Can someone else claim you or your spouse as a dependent?"
"Did you or your spouse receive any military pay or earnings?"
"Did you or your spouse receive any self-employment income?"
"Did you or your spouse receive income from rental property?"
"Did you or your spouse receive any unemployment income?"
"Did you or your spouse receive any money from the sale of stocks?"
"Did you or your spouse receive any Social Security income?"
"Did you or your spouse take any money from a 401K?"
"If yes, please explain"
"Did you or your spouse pay any childcare expenses?"
"Did you, your spouse, or any dependent attend college in 2025?"
If so, were you or your spouse a full-time student in the last year?
"Do you or your spouse owe any state taxes?"
"Have you or your spouse received any letters from the IRS?"
"Did you or anyone in your household have health insurance through the marketplace? If yes, were you provided a 1095-A tax document?"
"Did you purchase an electric vehicle in 2025 before September 30th, or a vehicle weighing over 6,000 lbs?"
"If yes, please provide the year, make, model, and tentative credit issued by the manufacturer"
Document Uploads
Upload W-2 Forms

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Upload Photo ID (Driver's License or State ID)

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Upload Social Security Cards

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Refund Preferences
How would you like to receive your refund?
"If you selected direct deposit, your banking information will be collected separately via secure document."
SMS Consent "I agree to receive text messages from HIRO Booker regarding my tax preparation and strategy services. Message and data rates may apply. Reply STOP to unsubscribe at any time."
Signature
Spouse Signature (if applicable)
TAX INTAKE FORM
"How did you hear about HIRO Booker?"
"If referral, who referred you?"
Should be Empty:

TAX INTAKE FORM

Spouse Information (if applicable)

Dependents (up to 4)

Tax Declaration Questions

Document Uploads

Refund Preferences

TAX INTAKE FORM