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Coastal Tax Specialist — New Client Intake Form

Please fill out our New Client Intake form to help us better prepare your tax refund information. Once submitted, our Tax Specialist will review your information and send a secure file sharing link via email where you will upload all of your necessary tax documents.

Full Legal Name

Email Address

Phone Number

Tax Year

Please select every year you need filed.
Tax Year

Do you need to file for an extension?

Do you need to file for an extension?
A
B
C

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
** Coastal Tax Specialist will not share or sell any information submitted to Third Parties.
** This form has been generated by Tally.so. Feel free to read their privacy policy before submitting your form. Thank you!