Client Intake Form
Tax Prep
Which tax year are you filing?
Please Select
2025
2024
2023
2022
2021
How did you hear about Wellington Group?
Please Select
Referral from friend/family
Google Search
Facebook
Instagram
LinkedIn
Returning client
Community event
India Dugat
Ember Rose
Other
What is your preferred method of contact?
*
Phone Call
Text Message
Email
Taxpayer Information
Enter your legal name EXACTLY as it appears on your Social Security card.
Legal First Name
*
Middle Name/Initial
Legal Last Name
*
Social Security Number
*
Date of Birth
*
-
Month
-
Day
Year
Date
Occupation/Job Title
*
Cell Phone Number
*
Please enter a valid phone number.
Email Address
*
example@example.com
Driver's License Number
*
Driver's License State
*
Driver's License Expiration Date
*
-
Month
-
Day
Year
Date
Mailing Address
Street Address
*
Apt/Unit # (if applicable)
City
*
State
*
ZIP Code
*
Check all that apply to YOU:
Full-time student in 2025
Legally blind
Active military
Address changed from last year
First time filing taxes
Spouse Information
Complete this section ONLY if filing jointly with a spouse. Leave blank if filing single.
Are you filing jointly with a spouse?
*
Yes - Filing Jointly
No - Filing Single or Separately
Spouse's Legal First Name
Spouse's Middle Name/Initial
Spouse's Legal Last Name
Spouse's Social Security Number
Spouse's Date of Birth
-
Month
-
Day
Year
Date
Spouse's Occupation
Spouse's Cell Phone
Please enter a valid phone number.
Spouse's Driver's License Number
Spouse's Driver's License State
Check all that apply to SPOUSE:
Full-time student in 2025
Legally blind
Active military
Filing Status
Select your filing status:
*
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Surviving Spouse
Did any of the following occur in 2025?
Got married
Got divorced or legally separated
Spouse passed away
None of the above
Dependents (Maximum 2)
List ALL dependents you will claim. You MUST upload Social Security cards for ALL dependents in Section 7.
How many dependents will you claim? (Enter 0 if none)
*
Dependent #1
Dependent 1 - Full Legal Name
Dependent 1 - Social Security Number
Dependent 1 - Date of Birth
-
Month
-
Day
Year
Date
Dependent 1 - Relationship
Please Select
Son
Daughter
Stepson
Stepdaughter
Foster Child
Grandchild
Niece
Nephew
Other
Dependent 1 - Months lived with you in 2025
Please Select
12
11
10
9
8
7
6
Less than 6
Dependent #2
Dependent 2 - Full Legal Name
Dependent 2 - Social Security Number
Dependent 2 - Date of Birth
-
Month
-
Day
Year
Date
Dependent 2 - Relationship
Please Select
Son
Daughter
Stepson
Stepdaughter
Foster Child
Grandchild
Niece
Nephew
Other
Dependent 2 - Months lived with you in 2025
Please Select
12
11
10
9
8
7
6
Less than 6
Income Information
Check ALL that apply to your 2025 tax situation.
Employment & Wages
Received W-2 wages from an employer
Had multiple jobs in 2025
Received tips
Self-Employment & Business
Self-employed / Independent contractor (1099-NEC)
Own a business (LLC, S-Corp, etc.)
Received 1099-K (Venmo, PayPal, Cash App)
If self-employed, what is your business name?
If self-employed, what type of business/service?
Other Income
Unemployment (1099-G)
Social Security (SSA-1099)
Retirement distributions (1099-R)
Interest or dividends
Rental income
Stock/Crypto sales
Gambling winnings
Alimony received
Deductions & Credits
Check ALL that apply to your 2025 tax situation.
Homeownership
Paid mortgage interest
Paid property taxes
Bought or sold a home in 2025
Refinanced in 2025
Education
Paid college tuition
Paid student loan interest
Contributed to 529 plan
Teacher classroom supplies (K-12)
Childcare & Dependents
Paid for childcare/daycare
After-school care or summer camps
Child under age 17
Dependent in college
Charitable & Retirement
Charitable donations
IRA/401k contributions
Prior Year & Estimated Payments
Made estimated tax payments in 2025
Applied last year's refund to 2025 taxes
Received IRS or State letter/notice in 2025
Currently on an IRS payment plan
Filed for bankruptcy in 2025
Had debt cancelled or forgiven (1099-C)
Document Uploads
⚠️ IMPORTANT: Upload clear photos or scans of ALL documents. Accepted formats: PDF, JPG, PNG
📎 Driver's License
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
📎 Social Security Cards (Self, Spouse and All Dependents)
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Income Documents
📎 W-2 Forms (all employers)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
📎 1099 Forms (all types - NEC, MISC, INT, DIV, R, G, SSA, K)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
📎 Stock/Investment Forms (1099-B, K-1, brokerage statements)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Deduction Documents
📎 Mortgage Forms (1098)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
📎 College/Education Forms (1098-T, 1098-E, 529 statements)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
📎 Childcare/Daycare Receipts
Browse Files
Drag and drop files here
Choose a file
Cancel
of
📎 Other Tax Documents (1095-A, HSA, IRS letters, charity receipts, etc.)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
How Do You Want Your Refund?
Refund Distribution Method
*
Direct Deposit to Bank Account (fastest - 8-21 days)
Green Dot® Prepaid Visa® Card
Cashier's Check
Bank Account Information (for Direct Deposit)
Bank Name
Routing Number (9 digits)
Account Number
Re-enter Account Number (for verification)
Account Type
Checking
Savings
💰Fast Cash Advance (Optional)
Need money before your refund arrives? You may qualify for up to $7,000 with NO credit check. Available January 2 - March 13. Repaid from your refund.
Would you like to apply for a Fast Cash Advance?
*
YES - Apply for up to $7,000
NO - I don't want an advance
Payment Options
How will you pay for tax preparation?
*
Pay from Refund - Fees deducted from my refund ($0 out of pocket today)
Self-Pay - Credit/debit card when return is complete
Bank Fee Disclosure
If you choose to pay your tax preparation fees from your refund (instead of paying upfront), the following bank fees apply: Refund Transfer Fee: $44.95 Technology Fee: $32.95 TOTAL BANK FEES: $77.90 These fees are IN ADDITION to your tax preparation fees.
I acknowledge and understand the bank fees
*
Yes, I understand the bank fees
Audit Protection Plan - $99
★ RECOMMENDED ★ ✓ Up to 10 hours of IRS audit assistance ✓ We handle ALL IRS letters on your behalf ✓ Full documentation support ✓ Peace of mind protection ⚠️WITHOUT Audit Protection: • $150/hour for audit assistance • $1,500 minimum retainer required
Audit Protection Plan
*
YES - Enroll me in Audit Protection for $99 (RECOMMENDED)
NO- I decline Audit Protection. I understand that if I receive correspondence from the IRS or State Revenue Department, or if my tax return is selected for audit, review, or verification, Wellington Group will not provide document review or correspondence handling at no charge. Should I require assistance with any IRS or State notices, I acknowledge that audit support services will be available at Wellington Group's standard professional rates ($150 per hour, with a $1,500 minimum retainer required).
PAYMENT AGREEMENT
By selecting to pay from your refund, you authorize Wellington Group to deduct tax preparation fees and bank fees from your federal tax refund. ⚠️ If the IRS does NOT release your refund for ANY reason (including tax debts, child support, student loans, identity verification, audit holds, or errors), you agree to pay Wellington Group the FULL invoice amount for tax preparation services IMMEDIATELY upon invoice. Payment will be due within 7 days of invoice date. ⚠️Unpaid invoices will be sent to collections after 30 days. Collection costs and attorney fees will be your responsibility.
I AGREE to the payment terms above
*
YES - I understand that if my refund is not released by the IRS, I am responsible for paying Wellington Group immediately
Authorization & Electronic Signature
By checking ALL boxes below, I certify that:
*
All information provided is true, complete, and accurate
I authorize Wellington Group to prepare and e-file my tax return
I authorize Wellington Group to disclose my tax info to SBTPG for bank products
I have read and agree to all pricing and payment terms
I understand if my refund is not released, I must pay immediately
Taxpayer Signature
*
Today's Date
*
-
Month
-
Day
Year
Date
Spouse Signature (if filing jointly)
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