Tax Preparation Intake Form

Tax Preparation Intake Form

Provided by GB Solutions Contact Email: gbtax.marketingsolutions@gmail.com Contact Number: 404-721-7205
Preparation Year Requested (More then one year must be requested & confirmed with GB Solutions)
Filing Status

SingleHead of HouseholsdMarried Filling JointlyMarried Filling SeparatelyWidow(er)
Number of Dependents
PLEASE REVIEW CAREFULLY FOR ALL UPLOAD REQUIREMENTS (All self-employed must submit additional information)

All tax payers must upload a state ID or form of identification, social security card, proof of health insurance (if applicable), confirmation if the address that is being used for this years tax return is the same for last, & bank account information in which the return is being sent to (ex. bank name, routing, & account number) MARRIED (FILING SEPARATELY): Separation Decree MARRIED CERTIFICATE: Marriage Certificate/ all supporting documents with spouse's name-DOB-Contact information, & 2 forms of ID HEAD OF HOUSEHOLD: Utility, Lease Agreement NOTE: Claimants must have birth certificate, medical/school records, & a Claim Authorization Letter
Cancelof
Date of Birth
Full Name*

First NameLast Name
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
E-mail
example@example.com
Taxpayer IP PIN
example@example.com
ANY ADDITIONAL INFORMATION NEEEDED
BEFORE SUBMITTING, PLEASE CONSIDER THE FOLLOWING NEXT STEPS

After reviewing all the submitted information in the specified order, the quoting process will begin. Once the quote is approved, an additional form will be sent for signature, and the tax forms will be submitted for review before moving into "in progress" status.
Should be Empty:

Tax Preparation Intake Form

PLEASE REVIEW CAREFULLY FOR ALL UPLOAD REQUIREMENTS (All self-employed must submit additional information)

BEFORE SUBMITTING, PLEASE CONSIDER THE FOLLOWING NEXT STEPS