PERSONAL TAX INTAKE FORM

The following information is needed to prepare your tax return. Honest and accurate information will help avoid delays with your return. Once you submit this form, we'll start working our magic.

You can complete this form on a computer or cell phone. TIP: Using your cell phone allows you to take a photo of your documents and upload them easily.
How did you hear about Abracadabra Accounting?*
Referred By

First NameLast Name
Taxpayer's Name*

First NameLast Name
Date of Birth *
xx/xx/xxxx
Social Security Number*
XXX-XX-XXX
Email *
example@example.com
Phone Number*
Address*

Street Address

County

CityState

Zip Code
Can you be claimed by another taxpayer?*
Upload taxpayer's Social Security Card

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Upload taxpayer's photo identification

Upload front and back of ID
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Do you have any W2's? *
Upload taxpayer's W-2(s)

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Did you have any self-employment *
If yes, upload documents below. If yes, you will also need to fill out a "SCHULDLE C FORM"
Did you work for Uber/Lyft/Uber Eats/Door Dash etc.*
If yes, upload documents below.
Upload any 1099(s) or other self-employment documents.

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Are you filing jointly?*

YesNo
Spouse's Name

First NameLast Name
Spouse's Social Security Number
Spouse's Date of Birth
Spouse's Social Security Card

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Spouse's Photo Identification

Upload front and back of ID
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Spouse's W-2(s)

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Proof of residency for HOH filers (utility bill, lease agreement, rent receipts, etc)

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What tax year are you filing ?*

202320242025Other
What is your filing status?
Choose what best applies to you
Do you have dependents you will claim on your return?*
How many dependents are you claiming? *
Dependent #1 Social Security Card

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Dependent #1 Date of Birth

MonthDayYear
Date
Dependent #2 Social Security Card

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Dependent #2 Date of Birth

MonthDayYear
Date
Dependent #3 Social Security Card

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Dependent #3 Date of Birth

MonthDayYear
Date
Dependent #4 Social Security Card

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Dependent #4 Date of Birth

MonthDayYear
Date
Did anybody in your household attend college in 2025?*
Upload your 1098-T

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Did anyone in your household receive health insurance through the Marketplace?*

YesNo
Upload 1095-A

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Did you pay daycare or tuition for a child under 13?*

YesNo
Upload documents

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Did you receive unemployment benefits?*
If yes, upload 1099-G

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Did your spouse receive unemployment benefits?
If yes, upload 1099-G

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Did you pay any medical or dental expenses? (not including insurance premiums)*
Medical expenses total for the year?
Did spouse pay any medical or dental expenses? (not including insurance premiums)
Medical expenses total for the year?
Do you own a rental property?*
Does your spouse own a rental property?
Do you have any gambling winnings?*
Does your spouse have any gambling winnings?
Did you sell, acquire, send, receive or exchange any virtual currency?*
Did your spouse sell, acquire, send, receive or exchange any virtual currency?*
Did you receive social security benefits?*
If yes, upload SSA-1099

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Did your spouse receive social security benefits ?
If yes, upload SSA-1099

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Did you make any charitable contributions non-cash? (Goodwill, Salvation Army, Church etc.)?*
Did you make any charitable cash contributions of $300 or more?*
Did you withdraw money from a 401k?*
If yes, upload documents

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Did spouse withdraw money from a 401k?
If yes, upload documents

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Did you receive any earnings from interest or dividends ?*
If yes, upload 1099-R

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Did spouse receive any earnings from interest or dividends?
If yes, upload 1099-R

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Enter bank information below for direct deposit.

The IRS no longer sends paper checks.
Name of Bank *
Upload a screenshot of your routing and account number

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Were you issued an Identity Protection PIN (IP PIN) by the IRS?*
Enter Your IP PIN here (Your tax return will reject if you don't provide this number)!

I acknowledge that all information provided to Abracadabra Accounting is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information provided. Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, I am taking part in a potentially criminal penalty situation and is punishable by law, including but not limited to: facing court dates, restitution, and possible imprisonment. I waive Abracadabra Accounting and the preparer of any error due to incorrect information provided by me. By signing below, I authorize Abracadabra Accounting to file my tax return.

I acknowledge by signing this form that if I and/or my spouse owe a federal/government debt, such as IRS, child support, student loans, etc., I/we are still responsible for tax preparation fees due to Abracadabra Accounting at the time of service. If the tax preparation fees are not paid, I understand Abracadabra Accounting will take legal action to collect the unpaid tax preparation fees.
Taxpayer Signature*

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Spouse's Signature

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