SUPREME TAX PRO INTAKE FORM

#THESUPREMETEAM

✅ Welcome to Supreme Tax Professionals!We’re here to make your tax filing stress-free and accurate. Please provide all necessary information and documentation so we can ensure your taxes are filed with complete accuracy.📞 Have questions about what documents you need? Feel free to call us today at (940)432-8301 — our team is ready to assist you every step of the way!
Full Name*

First NameMiddle NameLast Name
TAX PAYER SOCIAL*
TAX PAYER BIRTHDATE *

MonthDayYear
Date
Filing status*

singleHEAD OF HOUSEHOLDMARRIED FILING SEPERATEMARRIED FILING JOINTLY
TAX PAYER Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Phone Number*
Please enter a valid phone number.
Signature*

Clear
TODAYS DATE*

MonthDayYear
Date
SPOUSE NAME (IF APPLICABLE)

First NameLast Name
SPOUSE BIRTHDATE (IF APPLICABLE)

MonthDayYear
Date
SPOUSE SOCIAL
SPOUSE Signature

Clear
TAX PAYER EMAIL Address*
example@example.com
SPOUSE EMAIL ADDRESS
SPOUSE DRIVERS LICENSE OR ID NUMBER
SPOUSE DRIVERS LICENSE OR ID ISSUE DATE
SPOUSE DRIVERS LICENSE OR ID EXPIRATION DATE
SPOUSE IDENTITY PROTECTION PIN (IP PIN)
Phone Number*
Please enter a valid phone number.
LIST DEPENDENTS (INCLUDE : FULL NAMES , SOCIAL SECURITY , BIRTHDATE, RELATIONSHIP TO TAX PAYER FILL IN COMPLETELY (EX TAX PAYER NICOLE CHILD , 111-11-1111, 01-01-2001 DAUGHTER ))
DEPENDENTS IDENTITY PROTECTION PIN (INCLUDE FULL NAME ,IP PIN NUMBER)
DEPENDENT RELATIONSHIP VERIFICATION

BIRTH CIRTIFICATESOCIAL SECURITY CARD (MUST HAVE
ARE ANY DEPENDENTS DISABLED
WOULD YOU LIKE TO APPLY FOR A REFUND ADVANCE LOAN
REFUND ADVANCE ARE SUBJECT TO BANK APPROVAL ****
HOW WOULD YOU LIKE TO RECEIVE YOUR REFUND *
DEBIT CARD AVAILABLE WHILE SUPPLIES LAST ***
BANK NAME*
ROUTING NUMBER*
ACCOUNT NUMBER*
TYPE OF ACCOUNT *
**** TAX PAYER AGREES THAT IF HE/SHE OWES ANY TAXES,PRIOR OBLIGATIONS,OR BACK TAXES (OFFSETS), ALL FEES WE HAVE TO BE PAID UPFRONT BEFORE THE RETURN IS FILED *
DID YOU OR YOUR SPOUSE COLLECT UNEMPLOYMENT ?

YESNO
DID YOU OR SPOUSE OR ANY DEPENDENTS RECEIVE ANY POST- OR SECONDARY EDUCATION ?*
TAX PAYERS DRIVERS LICENSE NUMBER*
LICENSE OR ID ISSUE DATE*
LICENSE OR ID EXPIRATION DATE*
#STOP …. IF YOU HAVE A ID PROTECTION PIN (IP PIN) LIST IT HERE
TAX PAYER OCCUPATION *
DID YOU OR YOUR SPOUSE HAVE MARKET PLACE INSURANCE*

YESNO
Upload W-2 / 1099 INCOME AND EXPENSES (PROOF OF INCOME) Forms and Supporting Documents*

Cancelof
Upload Additional Files (COPY OF ID / SS CARDS & BIRTH CERTIFICATE )*

Cancelof
Additional Information or Special Instructions
TAX PAYER Signature*

Clear
TODAYS DATE

MonthDayYear
Date
SPOUSE SIGNATURE (IF APPLICABLE)

Clear
TODAYS DATE (IF APPLICABLE)

MonthDayYear
Date
Terms and Conditions*
*** CALL OR TEXT OR EMAIL YOU PREPARER ONCE THIS FORM IS COMPLETED , AND ALL DOCUMENTS ARE LOADED, SO THAT YOU WILL BE IN QUEUE TO HAVE YOUR RETURN COMPLETED. ALL SERVICES WILL BE PROVIDED IN THE ORDER OF WHICH YOUR INTAKE FORM IS RECIEVED :)
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