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Coastal Tax Specialist — Client Intake

Full Legal Name

Email Address

Phone Number

Tax Year

Is this your first time with Coastal Tax Specialist?

Is this your first time with Coastal Tax Specialist?
A
B

Filing Status

Filing Status
A
B
C
D

Do you have dependents?

Do you have dependents?
A
B

If 'yes', how many?

Income Sources (check all that apply)

Income Sources (check all that apply)

Did you live or work outside the US in 2025?

Did you live or work outside the US in 2025?
A
B

If Yes, which country are you currently residing in?

Do you have foreign bank accounts with a combined value over $10,000?

Do you have foreign bank accounts with a combined value over $10,000?
A
B
C

Do you have a mortgage?

Do you have a mortgage?
A
B

Do you have student loan interest?

Do you have student loan interest?
A
B

How many states did you earn income in this year?

Do you have any prior year un-filed returns?

Do you have any prior year un-filed returns?
A
B