• CLIENT INTAKE FORM

    Please complete all information applicable.
  • Date of Birth*
     - -
  • Format: (000) 000-0000.
  • Date of Birth
     - -
  • Format: (000) 000-0000.
  • Is the address provided the same on last year's tax return?*
  • Filing Status:*
  • Date of Birth
     - -
  • Date of Birth
     - -
  • Date of Birth
     - -
  • Did you pay someone to watch your child/children?
  • Did you work overtime or receive tips? (If yes, please upload last paycheck stub from 2025)
  • Did you purchase a new car? (Only 2025 or newer)
  • Did you collect social security or retirement income?
  • Did you purchase health insurance through healthcare.gov marketplace (Obama Care)?*
  • If yes, did you receive a 1095-A Form from the marketplace?
  • Were you ever disallowed the E.I.T.C prior to this year?*
  • Did you receive unemployment compensation (1099-G) regular last year?*
  • Did you make college tuition payments and received a 1098-T Form last year?*
  • Do you have any other income than your w-2(s)?*
  • Do you owe any delinquent:*

  • Documentation Upload

    *Multiple files can be uploaded
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • How would you like to receive your refund?*
  • Are you applying for a loan advance?*
  • Rows

  • I, {taxpayerName},hereby, state that all the information above is true to the best of my knowledge and that I am allowing Thrive Tax Solutions to prepare my taxes based on that fact. I understand that I am financially responsible for any outstanding balance due to any false information given.

    If there is a balance due, you must pay the tax preparation fee upfront. If for any reason you owe an entity and they take the entire refund, you are STILL responsible to pay the tax preparation fee for services rendered. 

    *For any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $150.00 is required! Please view your tax return, which is emailed to you (it is sent prior to submission). Any copy after the first copy is a fee of $10.00.

     ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! NO EXCEPTIONS TO THIS!!

    Please utilize www.irs.gov for all federal refund tracking. Please utilze your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal,  and state taxes are state when tracking your status. Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions. 

     

    IRS Contact 800-829-1040

     

    Please click this link to check your federal refund status. You will need your filing status, social security number, and the total amount of the refund before fees

    https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp 

  • Date
     / /

  • Heading

  • Should be Empty: