Client Intake Form

Tax Application

Right Track Tax Group New Client Tax Application
Full Name*

First NameLast Name
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
Best Way To Contact You

Phone CallText MessageEmail
Current Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Upload a photo of your state ID, driver's license or passport*

Cancelof
Did you file your taxes in 2025 (for tax year 2024)?*

YesNo
What is your filing status?*

SingleMarried filing jointlyMarried filing seperatelyHead of Household
What tax year(s) are you filing?*

2025202420232022
What is your current employment status?*

EmployedUnemployedSelf-EmployedSocial SecurityRetiredStudentOther
What is your occupation?*
What types of income did you have in the last tax year? (Select all that apply)*

Wages/Salary (W-2)Self-Employment/FreelanceInvestments (Stocks, Dividends, etc.)Rental IncomeRetirement IncomeOther
Do you own a business or have self-employment income?*

YesNo
Did you purchase a home within the tax years you are filing?*

YesNo
Do you or have you ever received Marketplace Health Insurance (obamacare)?*

YesNo
Have you ever experienced identity theft?*

YesNo
Are you a college student?*

YesNo
Are you applying for a cash advance?*

YesNoTell me more
Please describe any special circumstances or additional information about your tax situation that may help us understand your needs.
Should be Empty:

Tax Application