New Client Intake Form

CLIENT INTAKE FORM
Important Information

Thank you for taking the time to complete your Client Intake Form.
The information you provide is essential to ensure your tax return is prepared accurately and on time.

Please read all instructions carefully and review your answers before submitting. Incomplete or inaccurate information may delay the processing of your return.

Estimated Time to Complete: 20–30 minutes

Before You Begin:
- Please complete this form in full and upload all required documents at the end.
- Wait until you have all necessary documents before submitting.
If claiming dependents, please upload the following:
- Social Security cards and birth certificates for each dependent
- Proof that the dependent lives with you (e.g., school or medical records, Medicaid statements, or social service records showing both your name and address)
Important Reminders:

Do not submit this form until all supporting documents are uploaded.

Ensure all documents are valid, clear, and current.

For lease agreements or similar documents, make sure your

dependent’s name appears on them (if applicable).

Incomplete submissions will not be processed and may result in delays.

Thank you for your cooperation and attention to detail — this helps us serve

you efficiently and accurately.
- How did you hear about us?
- Which Tax Year Are You Filing? If you are filing multiple years you must complete a separate form for each year.
- What is your tax professional name?
- Are you interested in applying for an advance loan?
- Date of Interview
  
  MonthDayYear
  2 digit month, 2 digit day, 4 digit yearDate
- Interview Setting
- Taxpayer's Name
  
  First NameLast Name
- Taxpayer's Social Security Number
- Taxpayer's Date of Birth
  Example 01/01/2001
- Taxpayer's Job Title
- Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Taxpayer's Email Address
  example@example.com
- Taxpayer's Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Were you previously issued an Identity Protection Pin (IPPIN) by the IRS?
- Please upload IPPIN
  
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- What is your marital status as of December 31st?
- Did you make any charitable contributions during the year?
- Did you withdraw from your 401K anytime during the year?
- Have you ever been disallowed for EITC/AOTC/CTC/ACTC?
- Do you owe the IRS, Child Support or in default with student loans?
- Do you have any General Medical Expenses (e.g. Co-pay, Medical or Dental)?
- Taxpayer's Driver's License/ State ID (Stand directly over the item on a flat surface and zoom in for a clear shot)
  
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- Please Upload a Selfie to validate your Government Issued ID.
  
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- Taxpayer's Social Security Card (Stand directly over the item on a flat surface and zoom in for a clear shot)
  
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- Can someone else claim you as a dependent?
- Do you have dependents to claim on your tax return?
- How many dependents are you claiming?
- What Proof of Residency can you provide For The Dependent You Are Claiming To Validate The Dependent Lived In Your Home For 6 Months to 12 Months in Tax Year.
- Did any one else provide support for your dependents?
- If yes, what is the name of that person.
- What is their relationship with the qualifying dependent(s)?
- Where is the other biological parent?
- Dependent #1 Name
  
  First NameLast Name
- Dependent #1 Date of Birth
- Dependent #1 Social Security Number
- What is Dependent #1's Relationship to you (son, daughter, etc.)?
- How many months did dependent #1 live with you?
- Dependent #1 Social Security Card (Stand directly over the item on a flat surface and zoom in for a clear shot)
  
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- Dependent #1 Birth Certificate (Stand directly over the item on a flat surface and zoom in for a clear shot)
  
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- Dependent #2 Name
  
  First NameLast Name
- Dependent #2 Date of Birth
- Dependent #2 Social Security Number
- What is Dependent #2's Relationship to you (son, daughter, etc.)?Type a question
- How many months did dependent #2 live with you?
- Dependent #2 Social Security Card (Stand directly over the item on a flat surface and zoom in for a clear shot)
  
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- Dependent #2 Birth Certificate (Stand directly over the item on a flat surface and zoom in for a clear shot)
  
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- Dependent #3 Name
  
  First NameLast Name
- Dependent #3 Date of Birth
- Dependent #3 Social Security Number
- What is Dependent #3's Relationship to you (son, daughter, etc.)?Type a question
- How many months did dependent #3 live with you?
- Dependent #3 Social Security Card (Stand directly over the item on a flat surface and zoom in for a clear shot)
  
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- Dependent #3 Birth Certificate (Stand directly over the item on a flat surface and zoom in for a clear shot)
  
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- Dependent #4 Name
  
  First NameLast Name
- Dependent #4 Date of Birth
- Dependent #4 Social Security Number
- What is Dependent #4's Relationship to you (son, daughter, etc.)?Type a question
- How many months did dependent #4 live with you?
- Dependent #4 Social Security Card (Stand directly over the item on a flat surface and zoom in for a clear shot)
  
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- Dependent #4 Birth Certificate (Stand directly over the item on a flat surface and zoom in for a clear shot)
  
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- Dependent #5 Name
  
  First NameLast Name
- Dependent #5 Date of Birth
- Dependent #5 Social Security Number
- What is Dependent #5's Relationship to you (son, daughter, etc.)?Type a question
- How many months did dependent #5 live with you?
- Dependent #5 Social Security Card (Stand directly over the item on a flat surface and zoom in for a clear shot)
  
  Cancelof
- Dependent #5 Birth Certificate (Stand directly over the item on a flat surface and zoom in for a clear shot)
  
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- (8812 CTC) Did you receive monthly IRS Advance Tax Credit payments?
- Please Upload IRS Forms 6419 Advanced Child Tax Credit Payment Received for Children (Stand directly over the item on a flat surface and zoom in for a clear shot.)
  
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- Was your dependents' insurance through Medicaid?
- Was your dependents' insurance through the Affordable Care Act (The Marketplace)?
- Are any of your dependents in daycare? If YES, please upload the form you received from your daycare provider below.
- Daycare Form (Stand directly over the item on a flat surface and zoom in for a clear shot.)
  
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- Spouse's Full Name
- Spouse's Social Security
- Spouse's Date of Birth
  Example: 01/01/2001
- Spouse's Phone Number
- Spouse's Email Address
  Example: example@example.com
- Spouse's Driver's License/State ID (Stand directly over the item on a flat surface and zoom in for a clear shot)
  
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- Spouse's Driver's License/State ID (Stand directly over the item on a flat surface and zoom in for a clear shot)
  
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- Spouse's Social Security Card (Stand directly over the item on a flat surface and zoom in for a clear shot)
  
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- Did you and your spouse live apart for more than 6 months in 2022?
- What months?
- What's your source of income?
- SPOUSE IPPIN IDENTITY THEFT IF (APPLICABLE) (Stand directly over the item on a flat surface and zoom in for a clear shot.)
  
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- Are you self-employed?
- What's your source of income?
- Income Documents such as 1099 INT, 1099 DIV, 1099 - SA and 1099 - B. (Stand directly over the item on a flat surface and zoom in for a clear shot.)
  
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- Upload W2-G Section
  
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- 1099 NEC (Stand directly over the item on a flat surface and zoom in for a clear shot.)
  
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- Upload W2 statements (Stand directly over the item on a flat surface and zoom in for a clear shot.)
  
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- 1099 - G Unemployment Taxpayer/Spouse (Stand directly over the item on a flat surface and zoom in for a clear shot.)
  
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- Upload Other Source of Income, 1099-K and other forms (Stand directly over the item on a flat surface and zoom in for a clear shot.)
  
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- Upload 1099 - R, Form SSA - 1099 and Form RRB - 1099 (Stand directly over the item on a flat surface and zoom in for a clear shot.)
  
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- 1099 - MISC (Stand directly over the item on a flat surface and zoom in for a clear shot.)
  
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- What is your business entity?
- What is the name of your business?
- Enter EIN- Employer Identification Number
- Legal Address of Business
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- What is your business email address?
  example@example.com
- What is your business phone number?
  Please enter a valid phone number.Format: (000) 000-0000.
- Do you have a website or is your business on social media?
- If other, please list here.
- Did you receive payments from 3rd party network such as Cash app, PayPal, and Venmo?
- Do you maintain separate banking accounts for personal and business transactions?
- Please Upload your 1099 - K Form.(Stand directly over item on a flat surface and zoom in for a clear shot.)
  
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- Do you travel for business?
- How do you track of mileage?
- Who maintains the business records?
- What form of records were provided?
- Please upload supporting business documents. (ex P&L, 1099 NEC, Summary of Income, Spread sheet with expenses). (Stand directly over item on a flat surface and zoom in for a clear shot.)
  
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- Do you receive Subsized Housing or Section 8?
- How much do you pay in rent?
- Provide the following documents; Lease with children's name on it. Letter from Clergy, Rental Receipts, Housing Assistance document. (Stand directly over the item on a flat surface and zoom in for a clear shot.)
  
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- Do you have a 1098 Mortgage Interest Statement?
- Upload your 1098 Mortgage Interest Statement Here. (Stand directly over the item on a flat surface and zoom in for a clear shot.)
  
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- Was your insurance through the Affordable Care Act (The Marketplace)?
- PLEASE UPLOAD YOUR 1095A IF APPLICABLE (Stand directly over the item on a flat surface and zoom in for a clear shot.)
  
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- Did anyone in your household attend college for the selected tax year?
- Form 1098-T (School Credit) *Stand directly over the item on a flat surface and zoom in for a clear shot.
  
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- How did you hear about us?
- Are you interested in Credit Repair?
- If someone referred you, please type his or her name here.
- Are you interested in Audit Protection? (Mandatory For ALL Schedule C'S)
- STOP!
  
  Did you finish uploading your documents?
  
  IF YOU DID NOT UPLOAD ALL NECESSARY DOCUMENTS YOUR INTAKE FORM WILL BE VOIDED.
- CLIENT NON-PAYMENT/OFFSET CLAUSE
  
  At Diamond Elite Tax Solutions, we strive to assist all clients with their tax preparation needs; however, we understand that unforeseen circumstances may arise. Please be advised that if your tax refund is reduced, delayed, held, offset by the IRS or any other agency (including but not limited to student loans or child support), or if your refund is issued by mailed check, you remain fully responsible for payment of all tax preparation fees.
  By signing this agreement, you acknowledge and agree that if your tax return has not been funded, is delayed, held, or offset for any reason, you are still liable for the full tax preparation fee. You further authorize Diamond Elite Tax Solutions to automatically draft the applicable fees from the account provided.
  Failure to remit payment in full within thirty (30) days of filing may result in legal action being pursued to recover the outstanding balance.
- How would you like you refund disbursed if receiving on?
- Name of Bank
- Bank Account Number
- Routing Number
- Primary Taxpayer's Signature
- Primary Taxpayer's Spouse Signature
- Date
  
  MonthDayYear
  2 digit month, 2 digit day, 4 digit yearDate
- ENGAGEMENT
  
  I am giving Diamond Elite Tax Solutions
  permission to prepare all forms related to my tax return. To apply for and secure RAC's and RAL's on my behalf, sign all necessary forms and file my taxes electronically. I take full responsibility for the accuracy of this form and understand that Diamond Elite Tax Solutions
  and/or associated affiliates hold no responsibility for any misrepresentation or false claims.
- Taxpayer's Signature
- Date
  
  MonthDayYear
  2 digit month, 2 digit day, 4 digit yearDate
- Should be Empty:

CLIENT INTAKE FORM