2022 Unlimited Taxes Intake Form

2023 Unlimited Taxes Intake Form

Welcome to Unlimited Taxes & More. Please complete this form to provide us with the information to best serve you. If you have any questions please email Unlimitedtaxes2023@gmail.com

Name

First NameLast Name
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Alternative Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
SSN
Preferred Method of Contact
What is your filing status?
To your acknowledgment, are you a dependent on another tax return?
Do you have a Identity Protection Pin (IP PIN) if so list below, If not input N/A

Name

First NameLast Name
Email
example@example.com
SSN
Do you own a business and/or were you self employed?
Did you support a child or a family member for more then 6 months out of the year?
To your acknowledgment, is your spouse a dependent on another tax return?
Does your spouse have a Identity Protection Pin (IP PIN) if so list below, If not input N/A

If you are not either the parents/ legal gaurdian of dependents, why are the parents not carrying the dependents?

Please list your dependents

Rows	Name	SSN	Date of Birth	Relationship	Months lived with tax payer in 2021
1
2
3
4
5

Please upload Front of ID
Please upload Back of ID
Please upload Tax payers Social Security Card
Please upload W-2
Please upload 1099
Please upload dependents Social Security Card/s

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Please upload all supporting documents; example (bank statements, lease, child support order etc.)

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Please check and confirm all numbers including social sercurity numbers, bank account numbers before submitting. Please check and confirm all names are spelled correctly and all information is correct. All files can be email directly to 214.unlimitedtaxes@gmail.com.
I confirm and agree that all information is true and correct.
I am giving Unlimited Taxes & More permission to prepare all forms related to my tax return and I have signed all necessary forms to file my tax return electronically. I take full responsibilty for the accurcy of this client intake form and understand that Unlimited Taxes & More hold not responsibility for any misrepresentation or false claims.
Date Signed

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Taxpayer Signature
Date Signed

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Spouse Signature
Should be Empty:

2023 Unlimited Taxes Intake Form