Spirit Tax Pros LLC Client Intake Form

Tax Preparation Client Intake Form
Thank you for filing with Spirit Tax Pros LLC. We are excited to serve you and be your trusted Tax Solution. Please gather all necessary documents before completing this form, as the session may time out due to inactivity or browser security settings. For the best experience, we recommend using a tablet, laptop, or computer.

To provide fast, accurate, and secure virtual tax preparation, we require all clients to complete this intake form before their appointment.
SingleHead of HouseholdMarried Filing Separate(Please provide spouse information below)Married Filing JointQualifying Widower
2025202420232022202120202019-2015
If you selected the option 2019-2016, please indicate the year here:

Enter your dependents here

Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?

Personal Itemizations

Rows	Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage

Schedule C Business Expenses

Rows	Amount
Advertising
Car and Truck Expense
LEGAL & PROFESSIONAL SERVICES
OFFICE EXPENSES
RENT & LEASE PAYMENTS
BUSINESS UTILITIES/TELEPHONE
BUSINESS MILES
YEAR & MAKE OF BUSINESS VEHICLE
BUSINESS MILES
BUSINESS SUPPLIES
TAXES & LICENSES
TRAVEL

I authorize Spirit Tax Pros LLC to use and disclose my federal and state tax return information, including individual, household, and business data, as necessary for federal and state paper or electronic filing. Please review the Consent to Use, Consent to Disclose, and Engagement Letter by selecting the link provided after completing this form. By signing below, you confirm that you have read, understood, and agreed to both your responsibilities and ours in the preparation and filing of this tax return.
Date Signed

MonthDayYear
Date
Taxpayer Signature

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Date Signed

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Date
Spouse Signature

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Tax Preparation Client Intake Form