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Tax Preparation Client Intake Form

Tax Preparation Client Intake Form

Please choose your filing status:
Taxpayer’s Name
Taxpayer's Name
First Name
Last Name
If your name does not match the name on social security card contact SSA.
Date
Please enter a valid phone number.
Spouse’s Name
Spouse's Name
First Name
Last Name
If your name does not match the name on social security card contact SSA.
Date
Please enter a valid phone number.
Was the taxpayer’s or spouse’s home in the United States for more than half of the year for 2022?
What is the taxpayer’s address?
What is the taxpayer's address?
Street Address
Street Address Line 2
City
State/Province
Zip/Postal
Does the taxpayer rent or own?
Landlord’s Name
Landlord's Name
First
Last
Landlord’s Address
Landlord's Address
City
State/Province
Zip/Postal
Can the taxpayer be claimed as a dependent on someone else’s return?
Is the taxpayer blind?
Is the taxpayer totally and permanently disabled?
Does the taxpayer want Protection Plus?
Are there any dependents?
Dependent Name
Dependent Name
First
Last
Dependent Name
Dependent Name
First
Last
Dependent Name
Dependent Name
First
Last
Dependent Name
Dependent Name
First
Last
Did you pay someone to care for any of the person(s) listed above?
Dependent Name
Dependent Name
First
Last
Amount you paid for this dependent

Dependent Name
Dependent Name
First
Last
Amount you paid for this dependent

Child Care Provider’s Name
Child Care Provider's Name
First
Last
Child Care Provider’s Address
Child Care Provider's Address
City
State/Province
Zip/Postal
Country
Amount you paid

Are you self employed?
Business Address
Business Address
City
State/Province
Zip/Postal
Country
Business Income

Add Up Total Business Expenses

Checking or Savings
How did you hear about us?
Who referred you?
Who referred you?
First
Last
Maximum upload size: 516MB
Maximum upload size: 516MB
Maximum upload size: 516MB
Maximum upload size: 516MB
Maximum upload size: 516MB
Maximum upload size: 516MB
Maximum upload size: 516MB

Please select a valid form

Upload Additional Documents

Upload Additional Documents

Name
Name
First
Last
Maximum upload size: 516MB
Maximum upload size: 516MB

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