Client Intake (2025)

  • Thank you for taking the time to complete our tax intake form. For new clients, this information is critical to ensure an accurate filing of your tax return. For our existing clients, while we may have some of this information from past engagements, we kindly request you provide the information again so we can make sure our records are 100% accurate and up-to-date. **YOU MUST HIT SUBMIT OR THE FORM WILL NOT GO THROUGH!! 

  • Do you have ALL of your tax documents for us to complete your tax return? (If you are still waiting on any W2's, 1099's, or other tax forms please click NO and proceed with the rest of the questions. If you have ALL tax forms, please click YES.)*
  • Currently we are filing TAX YEAR 2025. Are you looking to file other years also? If so, which years?*
  • How did you hear about us?*
  • Who is your virtual tax preparer?*

  • FILING STATUS

  • What was your marital status at the end of 2025?*
  • Do you plan to file Married Filing Separately or with a spouse?*
  • Did you receive a tax return last year?*

  • PERSONAL INFORMATION

  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
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  • Can you be claimed as a dependent on someone else's tax return?*
  • Were you affected by a natural disaster in 2025 that caused you to be displaced from your home?*
  • At any time during 2025, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell, exchange, gift, or otherwise dispose of a digital asset (or financial interest in a digital asset)?*
  • Do you and/or your spouse plan to purchase a home in the next 1 or 2 years?*
  • Do you and/or your spouse (if applicable) owe "BACK FEDERAL INCOME TAX", "BACK CHILD SUPPORT", "HAVE STUDENT LOANS IN DEFAULT" , subjected to a "TAX GARNISHMENT" and/or HAVE AN IRS OFFSET LAST YEAR? (You can call 1-800-304-3107 to check if unsure.)*
  • Is your address different from the one you used on your tax return last year?*
  • Did you live in more than 1 state in 2025?*
  • Did you serve in a Military Combat Zone during the current tax year?*

  • COLLEGE INFORMATION

  • Were YOU, YOUR SPOUSE, OR YOUR DEPENDENT'S a student at an eligible COLLEGE OR INSTITUTION in 2025?*
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  • How many dependents will you claim on your 2025 tax return?*

  • Dependents and/or IP PIN(s)

  • If requested by the IRS, what documents could you provide that show "HOW YOU ARE RELATED TO EACH DEPENDENT" and what could you use to show that "EACH DEPENDENT LIVED WITH YOU? check all that apply*
  • Did you earn any OVERTIME OR TIPS this year? Would you like this included when calculating OBBBA deductions or possible tax advantages?
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  • Did you purchase a new car after December 31, 2024? (excludes used cars) Would you like this included when calculating OBBBA deductions or possible tax advantages?*
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  • Were you, your spouse or your dependents previously issued an Identity Protection Pin (IP PIN) by the IRS?*
  • Are you self-employed or an independent contractor? OR Did you receive a 1099 form from your employer?*
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  • Please check the applicable deductions you may have below.*
  • Do you need help setting up your business? Would you like to add this service on for $150? This includes obtaining your EIN and completing your LLC formation. State formation fees are billed separately.
  • Did you, your spouse, or a dependent purchase health insurance via HealthCare.gov or State Marketplace (AKA Obamacare)?*
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  • Bank Information, Payment Methods and Refund Advanced Loan

  • If you are entitled to a refund, how would you like to receive it?*
  • If eligible, would you like to apply for a Refund Advance Loan of up to $7500? (Additional banking and interest fees are added for this service.)*
  • We’re now offering affordable credit repair services exclusively for our tax clients! If you have bankruptcies, charge-offs, student loan issues, repossessions, medical bills, collections, or hard inquiries, we can help clean up your credit while we file your taxes. Would you like more information about adding credit repair to your tax services?*
  • If Direct Deposit, which type of account would you like your refund deposited into?*

  • SELF-EMPLOYED, 1099's and INDEPENDENT CONTRACTORS

    Please complete if you are either

  • EXPENSES (If no expenses in field input 0 in field)

  • E-SIGNATURE: By typing my name below, I am attesting that the personal and financial information provided within this document to Clear Cents Resolutions is accurate and true. I am also giving Clear Cents Resolutions permission to prepare my tax return using said information provided. I allow you to capture my sensitive data like personal ID, government ID, Social Security Number and other information. I have read the terms and conditions and privacy policy. I acknowledge that I have read and understood my responsibilities in dong this tax return.*
  • What is the date you completed this form?*
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  • 🔴 IMPORTANT NOTICE — ONE MORE REQUIRED STEP: Submitting this form does NOT complete your intake. 👉 Immediately check your email for the FINAL REQUIRED FORM. Your return will not be prepared until that form is completed.

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