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Tax Client Intake 2025

Current Tax Year

Filing Status

Full Name

Email

Phone Number

Social Security Number

Address

Date of Birth

Do you need LLC Business Formation?

Do you need LLC Business Formation?
A
B

Are you a U.S. Citizen or green card holder?

Are you a U.S. Citizen or green card holder?
A
B

Marital Status

Occupation

Are you filing an eligible spouse on your return?

Are you filing an eligible spouse on your return?
A
B

Are you a full-time student?

Are you a full-time student?
A
B

Are you totally and permanently disabled?

Are you totally and permanently disabled?
A
B

Are you legally blind?

Are you legally blind?
A
B

Is this individual dependent of other?

Is this individual dependent of other?
A
B

Spouses and Dependents

Spouse Name

Spouse Phone

Spouse Email

Spouse's Social Security

Date of Birth

Date of Death

Are you a full-time student?

Are you a full-time student?
A
B

Are you claiming any dependents?

Are you claiming any dependents?
A
B

First Dependent Information

List the names below of everyone who lived with you last year (other than your spouse), or anyone you supported but did not live with.

Full Name

Date of Birth

Social Security Number

Relationship

How many months did they live in your home for the current year?

Did this dependent attend college this year?

Did this dependent attend college this year?
A
B

Second Dependent Information

Full Name

Date of Birth

Social Security Number

Relationship

How many months did they live in your home for the current year?

Did this dependent attend college this year?

Did this dependent attend college this year?
A
B

Third Dependent Information

Full Name

Date of Birth

Social Security Number

Relationship

How many months did they live in your home for the current year?

Did this dependent attend college this year?

Did this dependent attend college this year?
A
B

Tax Related Questions

Employment Status

Employment Status
A
B
C

Are you contributing to 401k or other pre-tax account?

Are you contributing to 401k or other pre-tax account?
A
B

Is this your first time opening a pre-tax account?

Is this your first time opening a pre-tax account?
A
B

What state return are you requesting?

What state return are you requesting?
A
B
C
D
E

Does your dependent(s) have tuition expenses?

Does your dependent(s) have tuition expenses?
A
B

What state return are you requesting?

What state return are you requesting?
A
B

Are you currently renting?

Are you currently renting?
A
B

Do you own your home?

Do you own your home?
A
B

Do you have documents that show you paid for property taxes?

Do you have documents that show you paid for property taxes?
A
B

Would you like credit repair?

Would you like credit repair?
A
B

Income Information

Please select all forms of income in the current tax year

Please select all forms of income in the current tax year
A
B
C
D
E
F
G
H
I
J
K
L
M

Please upload all relevant tax documents

General Expenses

Please select which other expenses pertain to you

Please select which other expenses pertain to you
A
B
C
D
E
F
G
H
I
J
K
L
M
N
O

Upload expense evidence here

Authorization & Consent

- I confirm that all information I entered here is accurate and true.
- I allow you to capture my sensitive data like personal ID, government ID, Social Security Number (SSN), and other information.
- I have read the terms and conditions and privacy policy.
- By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

Taxpayer Signature

Signature

Date

Date

Documents Upload

Please upload all the necessary Documents.

Social Security Card

Driving License

Birth Certificate

Utility Bills

Other necessary documents like 1098-T form, 1098-Mortgage form, 1095A health insurance, 1098 E

Please upload your W2, 1099, 1099 INT, Schedule C, 1099 NEC, 1099-Div, 1099-K

Account Information

Bank Name

Routing

Account

Account Type

Account Type
A
B

Upload details if applicable

Referred by anyone?

Referred by anyone?
A
B

Your Tax preparer Name

Name of Referrer

Kindly Check this box

Kindly Check this box