2026 Client Intake Form

2026 CLIENT INTAKE FORM

Thank you for taking the time to complete our tax intake form. For our new clients, this information is critical to ensure an accurate filing of your tax returns. For our existing clients, while we may have some of this information from past engagements, we kindly request you provide it again so we can make sure our records are 100% accurate and up to date.
***YOU MUST HIT THE CONTINUE BUTTON AND THEN PROCEED TO SIGN YOUR CLIENT ENGAGEMENT AGREEMENT.
Date*

MonthDayYear
Date
Please provide the name of the person who referred you or provide the place where you saw our business
20252024202320222021Prior to 2020
Filing Status for current year (HOH, Single, Married Filing Joint, Married Filing Seperate)*
If filing for multiple years, put the filing status for each year prior to the current year.
Primary Full Name*
Primary's DOB*

MonthDayYear
Date
Primary's SSN*
Primary Email*
example@example.com
Primary Occupation:*
Driver's License #:*
License Issuance Date:*
License Expiration Date:*
State of Issuance*
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
County/Parrish/Ward you live in?*
Home Phone*
Format: (000) 000-0000.
Primary Cell Phone*
Format: (000) 000-0000.
Did you live here all year?*
YesNo
Spouse's Full Name
Put N/A if you are not married. Required if married.
Spouse's Date of Birth

MonthDayYear
Date. Required if married.
Spouse's SSN:
Spouse's Email address
Spouse Occupation
Required if married.
Spouse's Driver's License #:
Spouse's Driver's License Issuance Date:
Spouse's Driver License Expiration Date:
State of Issuance for Spouse's Driver's License:
Spouse's Cell Phone
Did you and your spouse both live at the address above? If not, list the address for spouse.
Did your spouse live at the address listed the entire year?
YesNo
If yes, please list 1. Name of person who worked out of state. 2. The states you/spouse worked in. and 2. The length of time you/spouse worked there.
YesNo
If yes, please list the year of the audit, specify if it was and IRS or state audit, and what the outcome of the audit was.
Taxpayer can be claimed as a dependent on someone else's returnTaxpayer was over age 18 and a full-time student at an eligible educational institution.Taxpayer is blindTaxpayer is deceasedTaxpayer has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current year.Taxpayer prefers to receive written communications from the IRS in a language other than EnglishTaxpayer prefers to receive written communications from the IRS in an accessible format
Did you, your spouse, and or dependents receive an IPPIN letter? (Identity Protection PIN), If so, who?
YesNo
Upload a copy of your prior year tax return.

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DEPENDENT INFORMATION
PLEASE NOTE:

* The Earned Income Credit (EIC) increases with the first 3 children you claim.

* The maximum number of dependents you can claim for the Earned Income Tax Credit is 3.

* You MUST also meet other requirements related to your Adjusted Gross Income (AGI) to qualify for the EIC.

* If you are Married Filing Separately, you cannot claim the credit.
How Many Dependents Will You Be Claiming?
Dependent's Name(s), Date of Birth, SS Numbers, and Relationship (all 4 categories must be filled).
YesNo
Upload a copy of deceased child or relative death certificate.

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Did all dependents live with you for all 12 months? If not, please list the dependent and how long they lived with you as well as who they lived with outside of you and for how many months.
YesNo
Taxpayer is disableSpouse is disabledDependent is disabled
YesNo
CREDITS

This section will determine what credits apply to you.
YesNoN/A
YesNo
If you are a single parent, Where's the other parents of your child/children?
What is the name of the other parent(s)
What is the name of the other parent(s)
If you are divorced or separated, when did you last live in the same home?
If you are divorced or separated, when did you last live in the same home?
How much income did the other parent have during the tax year?
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
BUSINESS

If you have a business, please complete this section in its entirety.
YesNo
If yes, what type of business (Sole Proprietorship, Single MemberLLC, Multi-Member LLC, S-Corp, C-Corp or Partnership)?
Put N/A if you do not have a business.
What's the name of the business and give a brief description of what you do?
Put N/A if this does not apply.
Please provide business EIN.
How long have you been in business?
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
YesNo
Please upload your profit and loss statement. (Your business income and expenses)

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YesNo
YesNo
HEALTHCARE
Did you receive health insurance through the Marketplace? If so, upload your 1095A next.
Upload the 1095-A

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OTHER
YesNo
YesNo
YesNo
EDUCATION
YesNoMe and my dependent.
YesNoI'm not sure.
Upload the 1098-T and Receipts or School Schedule

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Do you have student loans in forbearance or deferment?
YesNo
Upload the 1098-E - Student Loan Interest

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YesNoN/A
Where did you pay your childcare expenses? (Please provide the name, EIN, and amount paid.
Put N/A if this does not apply.
YesNoN/A
YesNoN/A
What was the total amount of unemployment received? (if applicable)
Put N/A if this does not apply.
YesNo
If so, can you provide proof
Put N/A if this does not apply.
YesNoN/A
YesNo
Do you have any cancellation of debt? List amount. (1099-C will need to be provided)
List Name of Debtor and Amount Forgiven
YesNo
NoYesN/A
YesNoN/A
YesNoN/A
YesNoN/A
YesNoN/AOther
If you answered yes to the question above, for whom are you filing?
Put N/A if it does not apply.
DOCUMENT UPLOAD

In this section, you will upload all of the necessary documents requested that pertain to your taxes if you chose to upload your documents to this platform.
Upload ID/DL (for anyone over 18 years old on this filing) , Social Security Card (for all listed on this filing) , (PREVIOUS CLIENTS ONLY UPLOAD DOCUMENTS THAT HAVE CHANGED)

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IF Claiming Head of Household- Please upload a copy of utility bill.

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Upload Social Security Card (for all listed on this filing) - PREVIOUS CLIENTS ONLY UPLOAD DOCUMENTS THAT HAVE CHANGED)

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Please download all W2's and 1099's HERE - You can upload multiple files

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Do you owe or have you owed the IRS?
BANK PRODUCTS AND CONSENT
No Bank ProductsTax Refund AdvancesDeduct Tax Preparation from your refund. (ONLY APPLIES if you receive a refund large enough to cover tax preparation fees. Otherwise you will have to pay out of pocket.)
7216 Bank Consent to Disclosure of Tax Return Information

Requesting Bank Products that include but are not limited to: Rapid Refunds, Withdrawing Tax Preparation fees from tax returns and other banking products require consumer consent of information disclosure.

Federal law requires this consent form be provided to you (“you” refers to each taxpayer, if more than one). Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. You are not required to complete this form. Our need to disclose your tax return information to another a 3rd party - Refund Advantage affects the tax return representation service(s) that we provide to you and its (their) cost, we may decline to provide you with the tax return preparation service or change the terms (including the cost) of the tax return preparation services that we provide to you. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year.

In order to process your return, we must disclose all of your tax return information to Refund Advantage. For your convenience, we have entered into agreements with a bank to provide qualifying taxpayers with the opportunity to apply for a (bank product) Refund Transfer (RT), or Electronic Refund Check or Electronic Refund Deposit. To determine whether these products may be available to you, we will need to analyze your tax return information and calculate the amount of your anticipated refund.

By signing below, you (including each of you if there is more than one taxpayer) authorize us to disclose to Refund Advantage all of your tax return information.
Type Name if you understand and agree to the above 7216 Bank Consent to Disclosure of Tax Return Information:*

First NameLast Name
Sign stating you read and agree to the above 7216 Bank Consent to Disclosure of Tax Return Information.*
Bank Funding Messaging
YesNo
Check from IRSDirect DepositPre-paid Debit CardI have a tax obligation and will not be receiving a refund
Address to mail check
Bank Verification Information
Security Question
Security Answer
Bank Account Infomation

Information Used for Tax Refund
Bank Name
Checking or Savings?
Routing Number
Confirm Routing Number
Account Number
Confirm Account Number
Prepaid Card Account Number
ONLY IF APPLICABLE
Prepaid Card Account Number
Should be Empty:

2026 CLIENT INTAKE FORM

DEPENDENT INFORMATION

CREDITS

BUSINESS

HEALTHCARE

OTHER

EDUCATION

DOCUMENT UPLOAD

BANK PRODUCTS AND CONSENT

Bank Funding Messaging

Bank Verification Information

Bank Account Infomation