Tax Preparation Client Intake Form

  • Tax Preparation Client Intake Form

  • How did you hear about us?
  • Filing Status*
    • Taxpayer Information 
    • Date of Birth*
       - -
    • Format: (000) 000-0000.
    • Are you a full-time student?
    • Are you totally and permanently disabled?
    • Are you legally blind?
    • Can you or your spouse be claimed as a dependent by another taxpayer?
    • Spouse Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Are you a full-time student?*
    • Do you want to apply for a refund advance loan?
    • Are you totally and permanently disabled?*
    • Are you legally blind?*
    • Dependents 
    • Do you have any Dependents*
    • Rows
    • Tax Related Questions 
    • Employment Status*
    • Rows
    • Does your dependents have tuition expenses?*
    • Do you have any expenses for child care?*
    • Do you have your own home?
    • Do you have documents that shows you paid for property taxes?
    • Did you sold any stock?
    • Did you take money from your 401?
    • Did you pay for vehicle tax?
    • Do you have mortgage interest?
    • Do you have real estate tax?
    • Did you receive a federal tax last year?
    • Are you a victim of identity theft?*
    • Expenses 

    • Please fill-up the information within the current year only.

    • Rows
    • How would you like to pay for your tax preparation?*
    • How would you like to receive your refund?( If Applicable)*
    • Do you wish to apply for a Fast Cash Advance ?
    • Would you like a virtual face to face meeting with your tax preparer?*

    • Virtual meetings are available for new clients, complex returns, or by request. Once your intake is reviewed, you'll receive a scheduling link.

      This protects your time.

    • Acknowledgment & Signature 
      • I confirmed that all information I entered here is accurate and true.

      • I allow TNT Taxes to capture my sensitive data like personal id, government id, social security number (SSN), and other information.

      • I have read the terms and conditions and privacy policy of TNT Taxes.

      • By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
    • Date Signed
       - -
    • Date Signed
       - -
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