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  • Tax Preparation Client Intake Form

    Rodriuna Mikell

  • NOTE: If you are a returning client and we already have an intake form in our office for you!  Continue to fill out a new intake if you have changes in your household such as new job, new dependant etc. If there are NO changes ONLY fill out the first section which is the Taxpayers Information section and scroll down to the bottom, sign and click submit.

  • Filing Status
    • Taxpayer Information 
    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Format: (000) 000-0000.
    • Issuing Date
       - -
      2 digit month, 2 digit day, 4 digit year
    • Expiration Date
       - -
      2 digit month, 2 digit day, 4 digit year
    • Would you like to apply for a Holiday Loan? (Banking Fees will apply Starting on Dec 18th)

    • Note: Call the refund offset number at 1-800-304-3107 to ensure there are not any debts or offsets that will be applied to your refund. 

    • Would you like to apply for a refund advance? (Banking Fees will apply Start Jan 2nd)
    • If you are wanting to apply for the loan choose one of the following.
    • Did you file with Minority Financials last year?
    • Did you receive a federal tax last year?

    • Note: To protect clients and their dependants information we suggest that everyone have their IRS account setup. To do so follow the instructions below so that you can retrieve your ip pin and also monitor your account and process of your return. 

      1. Go to www.irs.gov

      2. Get your tax records and transcripts.

      3. Sign into Account online.

      4. Sign in using your idme information.

      5. If you need to create an idme account proceed to do so from this page.

    • Did you receive unemployment in 2025?
    • Did you receive SSA (Social Security) Income?
    • Did you receive a 2025 refund?
    • Did you receive any letters to verify your identity last tax season?
    • Are you a full-time student?
    • Are you totally and permanently disabled?
    • Can you be claimed as a dependant?

    • Spouse Information (If Applicable) 
    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Format: (000) 000-0000.
    • Issuing Date
       - -
      2 digit month, 2 digit day, 4 digit year
    • Expiration Date
       - -
      2 digit month, 2 digit day, 4 digit year
    • Are you a full-time student?
    • Are you totally and permanently disabled?
    • Can you be claimed as a dependant?
    • Dependents That You Will Claim 
    • Enter your dependents here
      Rows
    • Does your dependents have tuition expenses?
    • Did you pay a childcare provider in the year 2025 to watch your children?
    • Tax Related Questions 
    • Employment Status
    • Are you contributing to 401k or other pre-tax account?
    • Are you currently renting?
    • Do you have your own home?
    • Did you sold any stock?
    • Did you take money from your 401?
    • Do you have mortgage interest?
    • Do you have real estate tax?
    • Are you a victim of identity theft?
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    • Did you file with us last year?
    • BANKING INFORMATION 
    • Do we have your permission to send SMS messages to your cellphone?
    • Acknowledgment & Signature 
      • I confirmed that all information I entered here is accurate and true.

      • I allow MINORITY FINANCIALS 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 MINORITY FINANCIALS.

      • By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
    • Date
       - -
      2 digit month, 2 digit day, 4 digit year
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    • Should be Empty: