Skip to content
Home
About Us
Services
Tax Client Portal
Contact Us
Client Intake form
X
$
0.00
0
Client Intake Form
Personal Information
Full Legal Name (Taxpayer)
Social Security Number
Date of Birth
MM slash DD slash YYYY
Address
Street Address
City
State
ZIP Code
Phone Number
Email Address
Filing Status
Filing Status
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Widowed
Spouse Information
Spouse Full Legal Name (if applicable)
Spouse SSN
Spouse Date of Birth
MM slash DD slash YYYY
Address
Street Address
City
State
ZIP Code
Phone Number
Email Address
Dependent Information
For each dependent, please provide:
Full Name
Social Security Number
Date of Birth
MM slash DD slash YYYY
Relationship to Taxpayer
Did you pay daycare or childcare expenses for this dependent during the tax year?
Yes
No
Did the dependent attend college during the tax year?
Yes
No
Employment Status (Select All That Apply)
Employment Status (Select All That Apply)
Employed (W-2)
Self-Employed / Business Owner
Real Estate Investment Property Owner
Prior Tax Obligations
Do you currently owe any prior year taxes to the IRS? (Primary Taxpayer)
Yes
No
Do you currently owe any prior year taxes to the IRS? (Secondary Taxpayer/Spouse)
yes
No
If yes, which state(s)?
Banking Information (For Refund or Payment Processing)
Name of Bank
Account Type
Checking
Savings
Routing Number
Account Number
Identification
Driver’s License Number
State Issued
Issue Date
MM slash DD slash YYYY
Expiration Date
MM slash DD slash YYYY
Consent
I will upload a copy of my driver’s license
Future Planning
Do you intend to purchase a home within the next 2–3 years?
Yes
No
Unsure
Do you require estate planning services?
Trust Package
Last Will and Testament
Financial/Healthcare Power of Attorney
Living Will
Others
Additional Notes (Optional)
Is there anything else you would like us to know at this stage?
Recommended Document to Upload to Client Portal
Upload Driver’s License
Upload Prior Two (2) Year Tax Return (if new client)
W2s
All income statements (Form 1099-NEC, Form 1099-MISC, etc.)
Form 1099-R (Retirement Distributions, Death Benefits, etc.)
Form 1098 - Mortgage Interest, including real estate taxes
Investment Statements (Form 1099-INT, Form 1099-DIV)
Student Loan Interest Statement
Health Care Statements (Form 1095-A, Form 1095-B, Form 1095-C)
Debt Cancellation Statements
Bill of Sale if purchased a new car during tax year
Closing Documents if purchased a home during the tax year
Charitable Donations and Contributions (Tithes, Offerings, Goodwill Donations, etc.)
College Tuition Statement (Form 1098-T) and other expenses paid to university
Business Profit & Loss Statements
Real Estate Investment Income & Expenses
File
Max. file size: 2 GB.
Please download and fill form to add
Business (Schedule C)
details and attach it with the form before submitting
Attach Business (Schedule C) Form
Max. file size: 2 GB.
Please download and fill form to add
Real Estate Investment (Schedule E)
details and attach it with the form before submitting
Attach Real Estate Investment (Schedule E) Form
Max. file size: 2 GB.
Acknowledgment
Consent
I confirm that the information provided is accurate to the best of my knowledge.
Consent
I confirm that I have uploaded all necessary documents needed to accurately prepare my tax return.
Consent
I understand additional documentation will be required to complete my tax return.
CAPTCHA
