2025 New Tax Client Intake Form

  • 2025 New Tax Client Intake Form

  • Filing Status*
    • Taxpayer Information 
    •  - -
    • Format: (000) 000-0000.
    • Are you a full-time student?*
    • Are you totally and permanently disabled?*
    • Are you legally blind?*
    • Have you had any tax credits disallowed in previous years?*
    • Do you have any outstanding debts, like child support or IRS balances, that could offset your refund?*
    • Have you had you received any IRS LETTERS?*
    • Spouse Information 
    •  - -
    • Format: (000) 000-0000.
    • Are they a full-time student?
    • Are they totally and permanently disabled?
    • Are they legally blind?
    • Are they your dependent(s)?
    • Dependents 
    • Rows
    • Rows
    • Tax Related Questions 
    • Employment Status*
    • Are you contributing to 401k or other pre-tax account?*
    • Please select what return you are requesting?*
    • Do your dependents have tuition expenses?*
    • Did you purchase a ELECTRIC OR HYBRID VEHICLE?*
    • Do you have any expenses for child care? (If yes, please provide child care expenses.)*
    • Do you have energy star rated improvements to your home?
    • Are you currently renting?
    • Do you have your own home?*
    • Do you have documents that shows you paid for property taxes?*
    • Did you sell any stock?*
    • Did you take money from your 401k?*
    • Did you pay your vehicle tax?*
    • Do you have mortgage interest?*
    • Do you have real estate tax?*
    • Did you receive a federal tax last year?*
    • Are you a victim of identity theft?*
    • Expenses 

    • Please fill-up the information within the current year only.

    • Rows
    • Bank Information  
    • Documents 
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    • Acknowledgment & Signature 

    • Client Confirmation and Agreement

      • Accuracy of Information:I confirm that all information I have provided is accurate and true to the best of my knowledge.

      • Authorization to Capture Sensitive including but not limited to personal identification, government-issued identification, Social Security Number (SSN), and other pertinent information required for tax preparation and related services.

      • Acknowledgment of Terms and Privacy Policy:
        I have read, understood, and agreed to the terms and conditions, as well as the privacy policy of LIMITLESS CONSULTING SERVICE. 

      • By signing below, I acknowledge that I have read and understood my responsibilities and the responsibilities of LIMITLESS CONSULTING SERVICE in preparing and submitting my tax return.

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