2025–2026 Tax Client Intake Form

1
What tax year are you filing?* This field is required.
Please Select
Please Select
2025 Tax Return (Filed in 2026)
2024 Tax Return (Prior Year)
2023 Tax Return (Prior Year)
2022 Tax Return (Prior Year)
Amended Return (Previously Filed)
Select the tax year for the return you want prepared.
2
How would you like to pay your tax preparation fee?* This field is required.
Pay upfront before preparation begins
Deduct preparation fee from my tax refund (available for current year returns only, if eligible)
3
Current year tax preparation fees may be paid upfront or deducted from your tax refund if you qualify for refund transfer. Prior year and amended tax returns must be paid in full upfront before preparation will begin. Refund deduction is not available for prior year returns.
4
I understand that prior year and amended tax returns must be paid in full upfront before preparation begins.* This field is required.
5
You selected a prior year or amended return. Additional time and documentation may be required. Our team will review and contact you with next steps.
6
Type of Client* This field is required.
Please Select
Please Select
New Client
Returning Client
7
Who referred you? (If applicable)
8
Filing Status* This field is required.
Please Select
Please Select
Single
Head of Household
Married Filing Jointly
Married Filing Separately
Qualifying Surviving Spouse
9
Upload Proof of Head of HouseholdAcceptable documents include: Lease or mortgage statement Utility bills (electric, water, gas) Property tax statement or rent receipts School or medical records showing dependent’s address Government mail showing household address Documents must show your name, address, and current tax year when applicable.
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Max. file size: 10.0MB
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10
Legal Name* This field is required.Full name as listed on Social Security Cards.
First Name
Last Name
11
Date of Birth* This field is required.Birthdate
Date
Month
Day
Year
12
Address* This field is required.Physical Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
13
Phone Number* This field is required.
Please enter a valid phone number.
14
Email Address* This field is required.
example@example.com
15
Social Security Number* This field is required.
16
Upload Social Security Card
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Max. file size: 10.0MB
Upload a File
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17
Occupationjob title or primary source of income
18
Identity Protection PIN (if applicable)
19
Which tax preparer would you like to work with?* This field is required.
Latrice Howard (Lead Tax Professional / CEO)
Assigned Z&L Financial Tax Professional (Next Available)
Returning client – assign me to my previous preparer
No preference
20
Enter your desired preparer's name (if known)
Please Select
Please Select
Amber Books
Janae Vance
Knocola Smith
Anita Smith
Natalia
21
What is most important to you when working with a tax professional?
Please Select
Please Select
Maximum refund accuracy
Fast processing time
Help with self-employment/business taxes
Help with tax planning
Help with credit improvement and funding
General tax filing
22
Are you interested in improving your credit or obtaining funding?
Yes, I want to improve my personal credit
Yes, I want business credit or funding
Yes, I want both personal and business credit improvement
No, not at this time
23
What is your estimated credit score?
Please Select
Please Select
Below 500
500–579
580–619
620–659
660–699
700–749
750+
Unsure
24
What are your credit goals? (Select all that apply)
Remove collections
Increase credit score
Buy a home
Buy a vehicle
Start a business
Get business funding
Get approved for credit cards
Fix late payments
Unsure
25
Do you currently have negative items on your credit report?
Yes
No
Unsure
26
Would you like a free credit analysis from Z&L Financial?
Yes
No
27
I authorize Z&L Financial to review my credit profile for the purpose of providing credit improvement and funding recommendations. This authorization is optional and does not affect my tax preparation services.* This field is required.
28
Are you filing with a spouse?* This field is required.
Yes
No
29
Spouse Name* This field is required.
First Name
Last Name
30
Spouse Date of Birth* This field is required.
Date
Month
Day
Year
31
Spouse Social Security Number* This field is required.
32
Upload Spouse Social Security Card
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Max. file size: 10.0MB
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33
Upload Spouse Driver’s License or ID
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Max. file size: 10.0MB
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34
Upload your Driver’s License or ID* This field is required.
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Max. file size: 10.0MB
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35
Does any apply to you?
Full-time student
Dependent of someone else
Blind
Healthcare.gov Marketplace Insurance
Permanently disabled
None
36
Upload Form 1095-A (Marketplace Insurance)
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Select files to upload
Max. file size: 10.0MB
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37
Number of Dependents* This field is required.
Please Select
Please Select
0
1
2
3
4
5+
38
Dependent Name* This field is required.
First Name
Last Name
39
Dependent Date of Birth* This field is required.
Date
Month
Day
Year
40
Dependent Social Security Number* This field is required.
41
Relationship to You* This field is required.
42
Dependent Status
College Student
Disabled
Under 13 in daycare
None
Blind
43
Upload Dependent Social Security Card
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Select files to upload
Max. file size: 10.0MB
Upload a File
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44
Upload Dependent Birth Certificate
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Select files to upload
Max. file size: 10.0MB
Upload a File
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45
Upload Proof of Residency for DependentIf you already uploaded your lease or Head of Household letter, you don’t need to upload anything else. If not, please upload ONE document that shows your dependent’s name and your home address, such as: School or daycare records Medical or insurance papers Government mail (SNAP, Medicaid, SSI) Court or custody papers Letter from a school, doctor, or agency
Drag and drop files here
Select files to upload
Max. file size: 10.0MB
Upload a File
Documents should be from the current tax year when possible.
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46
Dependent Name* This field is required.
First Name
Last Name
47
Dependent Date of Birth* This field is required.
Date
Month
Day
Year
48
Dependent Social Security Number* This field is required.
49
Relationship to You* This field is required.Please enter how this person is related to you (example: son, daughter, parent, grandchild, sibling, niece/nephew, or other household member).
50
Dependent Status
College Student
Disabled
Under 13 in daycare
None
Blind
51
Upload Dependent Social Security Card
Drag and drop files here
Select files to upload
Max. file size: 10.0MB
Upload a File
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52
Upload Dependent Birth Certificate
Drag and drop files here
Select files to upload
Max. file size: 10.0MB
Upload a File
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53
Upload Proof of Residency for DependentIf you already uploaded your lease or Head of Household letter, you don’t need to upload anything else. If not, please upload ONE document that shows your dependent’s name and your home address, such as: School or daycare records Medical or insurance papers Government mail (SNAP, Medicaid, SSI) Court or custody papers Letter from a school, doctor, or agency
Drag and drop files here
Select files to upload
Max. file size: 10.0MB
Upload a File
Documents should be from the current tax year when possible.
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54
Dependent Name* This field is required.
First Name
Last Name
55
Dependent Date of Birth* This field is required.
Date
Year
Month
Day
56
Dependent Social Security Number* This field is required.
57
Relationship to You* This field is required.Please enter how this person is related to you (example: son, daughter, parent, grandchild, sibling, niece/nephew, or other household member).
58
Dependent Status
College Student
Disabled
Under 13 in daycare
None
Blind
59
Upload Dependent Social Security Card
Drag and drop files here
Select files to upload
Max. file size: 10.0MB
Upload a File
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60
Upload Dependent Birth Certificate
Drag and drop files here
Select files to upload
Max. file size: 10.0MB
Upload a File
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61
Upload Proof of Residency for DependentIf you already uploaded your lease or Head of Household letter, you don’t need to upload anything else. If not, please upload ONE document that shows your dependent’s name and your home address, such as: School or daycare records Medical or insurance papers Government mail (SNAP, Medicaid, SSI) Court or custody papers Letter from a school, doctor, or agency
Drag and drop files here
Select files to upload
Max. file size: 10.0MB
Upload a File
Documents should be from the current tax year when possible.
Cancelof
62
Dependent Name* This field is required.
First Name
Last Name
63
Dependent Date of Birth* This field is required.
Date
Year
Month
Day
64
Dependent Social Security Number* This field is required.
65
Relationship to You* This field is required.Please enter how this person is related to you (example: son, daughter, parent, grandchild, sibling, niece/nephew, or other household member).
66
Dependent Status
College Student
Disabled
Under 13 in daycare
None
Blind
67
Upload Dependent Social Security Card
Drag and drop files here
Select files to upload
Max. file size: 10.0MB
Upload a File
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68
Upload Dependent Birth Certificate
Drag and drop files here
Select files to upload
Max. file size: 10.0MB
Upload a File
Cancelof
69
Upload Proof of Residency for DependentIf you already uploaded your lease or Head of Household letter, you don’t need to upload anything else. If not, please upload ONE document that shows your dependent’s name and your home address, such as: School or daycare records Medical or insurance papers Government mail (SNAP, Medicaid, SSI) Court or custody papers Letter from a school, doctor, or agency
Drag and drop files here
Select files to upload
Max. file size: 10.0MB
Upload a File
Documents should be from the current tax year when possible.
Cancelof
70
Daycare Provider NameEnter the full legal name of the daycare provider.
71
Daycare Provider EINEnter the daycare provider’s Employer Identification Number (EIN) or Social Security Number (SSN). This is required by the IRS to claim the Child and Dependent Care Credit.
72
Amount Paid to Daycare ProviderEnter the total amount paid to this provider during the tax year.
73
Income Types* This field is required.Select all types of income you received during the tax year. This allows us to prepare your return accurately and request the correct supporting documents. Select all that apply, even if you have not uploaded the documents yet.
W2
1099
Self-employed
Unemployment
74
Upload W2* This field is required.Upload all W-2 forms received from your employer(s) for the tax
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Select files to upload
Max. file size: 10.0MB
Upload a File
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75
Upload 1099* This field is required.Upload all 1099 forms received for income earned outside of traditional employment. This may include 1099-NEC, 1099-MISC, 1099-K, 1099-R, or other 1099 forms. Upload a clear photo or PDF of each form. These documents are required to properly report your income and ensure compliance with IRS reporting requirements.
Drag and drop files here
Select files to upload
Max. file size: 10.0MB
Upload a File
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76
Upload 1099-G (Unemployment)* This field is required.Upload your Form 1099-G if you received unemployment benefits during the tax year. This form reports unemployment compensation issued by your state and is required for accurate tax reporting. Upload a clear photo or PDF of the complete form. If you did not receive unemployment, you may skip this section.
Drag and drop files here
Select files to upload
Max. file size: 10.0MB
Upload a File
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77
Upload 1098-T or 1098-E (College Student)Upload Form 1098-T if you paid college tuition, or Form 1098-E if you paid student loan interest. These help us determine education credits or deductions.
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Select files to upload
Max. file size: 10.0MB
Upload a File
Please be sure your name and tax year are visible.
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78
Business Name* This field is required.Enter your business name. If you do not have a registered business name, enter your full legal name. This is required for proper reporting of self-employment income on Schedule C.
79
Business Type* This field is required.Enter the type of work or services your business performs (for example: hairstylist, truck driver, barber, childcare provider, cleaning service, consultant, online seller, etc.). This information is required to properly classify your business activity and ensure accurate tax reporting under IRS guidelines.
80
Estimated Income* This field is required.Enter your total estimated business income before expenses for the tax year. Include all payments received from clients, cash, apps (Cash App, Zelle, Venmo), 1099 income, and other business earnings. This amount should reflect your gross income, not your profit.
81
Estimated Expenses* This field is required.Enter your total estimated business expenses for the tax year. Include supplies, mileage, equipment, phone, advertising, training, insurance, and other business-related costs. Only include legitimate business expenses. This amount will be used to calculate your net profit or loss.
82
Credits and DeductionsWhich of the following applies to you? (select all that apply)
College expenses (1098T)
Daycare expenses
Student loan interest (1098E)
Solar energy credit
Bought or sold home
Medical expenses
Charity donations
None
83
Advance Amount Requested* This field is required.Select the refund advance amount you would like to request. Refund advances are issued by the partner bank and are subject to approval based on eligibility criteria. Approval is not guaranteed. The bank may approve you for less than the requested amount or deny the advance entirely. Z&L Financial Tax Service does not issue advances and has no control over approval decisions, funding timelines, or loan terms.
Less than $1000-NO Additional Fees
Over $1000-I understand that the refund advance is not guaranteed and that loans over $1,000 will have small interest fee.
84
Routing Number* This field is required.Enter your 9-digit bank routing number exactly as it appears on your check or bank account. This number is required for direct deposit of your tax refund or approved refund advance. Incorrect routing numbers may result in rejected or delayed deposits. Z&L Financial Tax Service is not responsible for delays caused by incorrect banking information provided by the taxpayer.
85
Account Number* This field is required.Enter your bank account number exactly as it appears on your bank account. This account will be used for direct deposit of your tax refund or authorized bank products. Incorrect information may delay your refund. Z&L Financial Tax Service is not responsible for delays caused by incorrect banking information provided by the taxpayer.
86
Bank Name* This field is required.Enter the full name of your financial institution (for example: Bank of America, Wells Fargo, Navy Federal, Chime, Cash App, etc.). This ensures proper routing of your tax refund to your designated account.
87
Account Type* This field is required.Select the type of account where you want your tax refund deposited. Checking accounts are recommended for faster and more reliable deposit processing. Ensure this account is active and able to receive direct deposits.I authorize Z&L Financial Tax Service to use the banking information provided for direct deposit of my tax refund and any authorized bank products. I understand that incorrect information may result in delays or rejected deposits.
Checking
Savings
88
I acknowledge and accept the Privacy Policy.* This field is required.Z&L Financial Tax Service collects and stores your personal and tax information solely for the purpose of preparing and filing your tax return and providing related financial services. Your information is protected using secure, encrypted systems and is never sold or shared with unauthorized parties. Information may only be disclosed when required by law, IRS regulations, or with your written authorization. By accepting, you acknowledge that you understand how your information will be collected, used, stored, and protected in compliance with IRS Publication 4557 and federal privacy regulations.
89
I acknowledge and accept the Engagement Agreement.* This field is required.By accepting this agreement, you authorize Z&L Financial Tax Service to prepare your federal and state tax returns using the information you provide. You agree to provide accurate, complete, and truthful information. Z&L Financial Tax Service will rely on your representations without independent verification unless required by IRS due diligence regulations. You understand that you are legally responsible for the accuracy of your tax return, even after preparation and filing.
90
I consent to receive communications regarding my tax return.* This field is required.You authorize Z&L Financial Tax Service to communicate with you via email, phone, text message, and secure portal regarding your tax return, document requests, status updates, and important tax-related notifications. This authorization ensures efficient and timely processing of your tax preparation services.
91
I authorize IRS offset as required.* This field is required.You acknowledge that if you owe federal or state debts such as past-due taxes, child support, student loans, or other government obligations, your tax refund may be reduced or offset by the appropriate government agency. Z&L Financial Tax Service has no control over IRS or state offset decisions.
92
I accept the Fee Agreement.* This field is required.You agree to pay all applicable tax preparation fees as disclosed prior to filing your return. Fees are based on the complexity of your tax situation and services provided. Payment authorization must be completed before your return is electronically filed unless using an approved bank product. Fees are for preparation services and are not dependent on refund amount.
93
I accept the No Refund Policy.* This field is required.All tax preparation fees are non-refundable once services have begun. Fees compensate for professional time, compliance review, document analysis, and tax preparation services. Refund dissatisfaction, IRS processing delays, or refund amount differences do not qualify for service fee refunds.
94
I accept the Record Retention Policy.* This field is required.Z&L Financial Tax Service will securely retain your tax records in accordance with IRS record retention requirements and federal data protection standards. Your information will be stored securely and maintained for the required retention period to support compliance, audit defense, and regulatory requirements.
95
I accept the Abandonment Fee Policy.* This field is required.If you fail to provide requested documents, fail to respond to communication, or abandon the tax preparation process after services have begun, Z&L Financial Tax Service reserves the right to charge an abandonment or administrative fee. This fee covers time spent reviewing your intake, compliance checks, and preparation work already performed.
96
Signature (required)* This field is required.Z&L Financial Tax Service complies with IRS Circular 230, IRS Publication 4557, and federal due diligence requirements.By signing below, you acknowledge that you have read, understood, and agreed to all policies, disclosures, and engagement terms with Z&L Financial Tax Service. Your electronic signature is legally binding and authorizes preparation of your tax return.
97
Date Signed* This field is required.
Date
Month
Day
Year
98
Preparer Notes (Internal Only)
99
Internal Notes (Internal Only)
100
Intake Status
Please Select
Please Select
New Submission
Assigned to Preparer
In Review
Waiting for Documents
Ready for Preparation
Ready for Client Review
Approved for E-file
Submitted to IRS
Accepted by IRS
Rejected – Needs Correction
Completed
101
Assigned Tax Preparer
Please Select
Please Select
Latrice Howard
Janae Vance
Amber
Ericka
Next Available Preparer
102
Date Assigned
Date
Month
Day
Year
103
Compliance Risk Level
Please Select
Please Select
Low Risk
Moderate Risk
High Risk – Requires Senior Review
104
Documents VerifiedDocuments verified and relied upon to complete tax return.
105
IRS Due Diligence Notes
106
Refund Advance Status
Please Select
Please Select
Not Requested
Requested
Approved
Denied
Funded
107
Ready for E-file Submission
Please Select
Please Select
No
Yes – Approved by Preparer
108
Internal Preparer Notes
109
Tax Preparer Authorization Signature
110
Assigned Tax Preparer (Internal)
Should be Empty: