TAX CLIENT INTAKE DATA SHEET

TAX CLIENT INTAKE DATA SHEET
Welcome!To get started with your tax preparation, please complete the intake sheet with your accurate and up-to-date information. This helps us file your return quickly, securely, and accurately — and ensures you receive every credit and deduction you qualify for. If you have any questions while filling it out, don’t hesitate to reach out. Let’s make this tax season stress-free and successful!
Your Full Name*

First NameLast Name
Spouse Name

First NameLast Name
Please upload your Drivers License or ID here

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Date of Birth*
Email*
example@example.com
Social Security Number/ITIN *
Spouse Social Security/ ITIN
Spouse Date of Birth
Please upload Social Security Cards here*

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Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
Please enter a valid phone number.
Identity Protection PIN
How did you here about us or who referred you?
Occupation
Filing Status*

SingleMarried Filing SeparateQualifying WidowerHead of HouseholdMarried filing Jointly

Dependents