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  • Tax Preparation Client Intake Form

    Please upload documents with the secure link provided upon submission of this form
    • Primary Taxpayer Information 
    • Spouse Information 
    • Dependents 
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    • Banking and Tax Payment Information 

    • The IRS requires payments to be made electronically by either scheduling to be drafted along with the tax filing or paid separately via the IRS' website.

      Amounts will be schedule to be drafted from your account April 15th or when the agency processes your tax return. 

    • Missing items, notes, or questions: 
    • Tax Related Questions 
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    • Expenses 

    • Feel free to utilize the following form for general itemized deductions. Refer to our website for more detailed income tax worksheets. www.jeffpinkneycpa.com/worksheets

       

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    • Acknowledgment & Signature 
      • I confirm that all information I entered here is accurate and true.

      • I allow Jeff Pinkney CPA, Inc. access to my sensitive personally identifiable data.

      • I agree with the terms of the engagement letter of Jeff Pinkney CPA, Inc. https://www.jeffpinkneycpa.com/engagementletter

      • By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in preparing your tax return.
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