New Client Tax Intake Form 2026–2027

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Required documents

Copy of last year’s tax returns (Federal & State)
Valid driver’s licence for taxpayer(s)
Birth certificate or valid documentation for all dependents and spouse
Social Security cards for all household members
Income statements (W-2s, 1099s, etc.)
Health insurance Form 1095-A (if applicable)

Fields marked * are required. Your progress bar updates as you go.

Personal information

Tax Filing Status *

Taxpayer information

Full Name *

Social Security Number *

Date of Birth *

Occupation *

Cell Phone *

Alternate Phone

Email Address *

May we contact you by text message?

Yes No

Spouse information

Full Name

Social Security Number

Date of Birth

Occupation *

Cell Phone

Alternate Phone

Email Address

May we contact you by text message?

Yes No

Mailing Address *

Apartment/Suite

City *

State *

ZIP Code *

Dependent information

Please list all dependents you will be claiming on your tax return.

Dependent #1

Dependent Name

SSN

Relationship

Date of Birth

Months in Home

Child Care Expenses ($)

Disabled?

Yes No

College Student?

Yes No

Payment information

A pre-payment may be required prior to filing — prepayment is nonrefundable. A voided cheque is OK.

How would you like to pay for our services (including prepayment)?

Cash Check Credit/Debit Card

Refund extraction — would you like your preparation fees deducted from your refund?

Yes, deduct my fees from my refund No, I’ll pay directly

Refund extraction is applicable only when you are due a refund. Your fee and any agreed charges are taken from the refund before the balance is disbursed to you.

Refund & payment preferences

How would you like to receive your refund?

Standard Mail Direct Deposit

If you owe the IRS or State, how would you like to pay?

Check Direct Debit

Bank information

Bank Name

Routing Number

Account Number

Account Type

Checking Savings

Declaration & signatures

I verify that all information I have provided to my tax preparer is, to the best of my knowledge, accurate and complete.

Taxpayer Signature

Date

Spouse Signature

Date

Whom can we thank for referring you to our office?

How did you hear about us?

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New Client Tax Intake Form

Draft controls

Required documents

Personal information

Taxpayer information

Spouse information

Tax questions

Dependent information

Income & expense information

Payment information

Refund & payment preferences

Bank information

Declaration & signatures