Cindy K Solutions Client Intake Form

1
INSTRUCTIONS

Please Fill This form Out In ALL CAPS!!!! I REPEAT FILL THIS FORM OUT IN ALL CAPS!!! As a Personal Income Tax Client, we need to collect the following information from you in order to begin to prepare your income tax return. Also Please give complete & full address!!! Failure to do so will get your application automatically cancelled and deleted and will have to reapply if still wanting your Return filed! If you have any documents,forms,IDs & Etc. There will be a section just for you to upload such.
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Are you a...* This field is required.
Returning tax client
New tax client
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Filing Status* This field is required.
Please Select
Please Select
Single
Head Of Household
Married Filing Separately
Married Filing Jointly
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Occupation
5
Tax Payers Legal Name* This field is required.
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Tax Payer's Date of Birth* This field is required.
Month
Day
Year
7
Tax Payer's SIN* This field is required.
8
Tax Payer's Gender* This field is required.
Please Select
Please Select
Male
Female
Non-Binary
9
Taxpayer’s Home Address (FULL ADDRESS INCLUDING ZIP CODE)* This field is required.Please choose an address that you can receive mail, including checks if The IRS reroute funds!!
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
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Tax Payer's Preferred Contact Phone Number* This field is required.
Please enter a valid phone number.
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Tax Payer's Current Email Address* This field is required.
example@example.com
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Name of Dependent 1:
First Name
Last Name
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Dependent 1 DOB:
Date
Month
Day
Year
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Dependent 1 SIN:
15
Your Relationship To Dependent 1:
Please Select
Please Select
Son
Daughter
Niece
Nephew
Aunt
Uncle
Cousin
Mother
Father
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Name of Dependent 2:
First Name
Last Name
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Dependent 2 DOB:
Date
Month
Day
Year
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Dependent 2 SIN:
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Your Relationship To Dependent 2:
Please Select
Please Select
Son
Daughter
Niece
Nephew
Aunt
Uncle
Cousin
Mother
Father
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Name of Dependent 3:
First Name
Last Name
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Dependent 3 SIN:
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Dependent 3 DOB:
Date
Month
Day
Year
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Your Relationship To Dependent 3:
Please Select
Please Select
Son
Daughter
Niece
Nephew
Aunt
Uncle
Cousin
Mother
Father
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Taxpayer’s EIN* This field is required. If you are coming for the Method its a must that you provide an EIN for me to file you!! Please Screenshot & upload EIN Letter below with documents upload section! Please pull up another Web Tab and pull up my Linktree so you can be directed to the correct site to retrieve one!!
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Taxpayer’s IP PIN* This field is required. *IP PIN can be located on your IRS Account online! Also IP PIN Is not mandatory! Please be aware that the IRS does randomly selects taxpayers to provide their IP PIN!
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Taxpayer’s AGI AGI can be located on your Previous Tax Return or on your IRS Account online!
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Name of Account:* This field is required.
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Account #:* This field is required.
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Routing #:* This field is required.
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Tax Payer’s State ID Exp Date:`* This field is required.
Date
Year
Month
Day
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Tax Payer’s State ID Isu Date:* This field is required.
Date
Year
Month
Day
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Tax Payer’s State ID #:* This field is required.
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What State Is Your State ID:
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Document Upload - Please upload the Following: State ID, SNI Cards, EIN Letter, W-2s, 1099 ETC.* This field is required.
Drag and drop files here
Select files to upload
Browse Files
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Should be Empty: