New Tax Client Intake Form

New Tax Client Intake Form

Provide your personal details, tax filing information, and business details (if applicable), then sign to authorize tax processing.
Full Name

First NameLast Name
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
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Marital Status

Other
Do you have any dependents?
List your dependents (name, date of birth, relationship)
What were your main sources of income this year?

Other
Please upload any documents 1099’s, W2, or any other income documents pertinent to taxes

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Did you have any major deductions or credits (education, child care, home purchase, medical expenses, etc.)?
Did you file taxes last year?
If yes, please upload your last year's tax return (optional)

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Upload your Drivers License or ID

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Do you have a business to report on your tax return?
Business Name
Business Type (LLC, Sole Proprietor, Corporation, etc.)
Business Tax ID / EIN Number
Business Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Business Income and Expenses (please provide details or upload documents)
Upload business financial documents (optional)

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By signing below, I authorize Ms. Williams to review my documents and assist me with filing with the information provided.
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