2025-2026 New Client Tax Intake Form

📋 Required Documents

Copy of last year's Tax Returns (Federal & State)
Valid Driver's License 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)

ℹ️ Please complete all required fields marked with an asterisk (*) to ensure accurate tax preparation.

Personal Information

Tax Filing Status *

Taxpayer Information

Full Name *

Social Security Number *

Please enter a valid SSN

Date of Birth *

Occupation *

Cell Phone *

Alternate Phone

Email Address *

May we contact you by text message?

Yes

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

Mailing Address *

Apartment/Suite

City *

State *

ZIP Code *

Dependent Information

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

Dependent Name

SSN

Relationship

Months in Home

Date of Birth

Child Care Expenses $

Disabled?

Yes

College Student?

Yes

Payment Information

⚠️ A PRE-PAYMENT MAY BE REQUIRED PRIOR TO FILING - Prepayment is nonrefundable (A VOIDED CHECK IS OK)

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

Cash

Check

Credit/Debit Card

Refund & Payment Preferences

How would you like to receive your Refund?

Standard Mail

Direct Deposit

If you owe IRS, 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.

Taxpayer Signature

Date

Spouse Signature

Date

Whom can we thank for referring you to our office?

How did you hear about us?

💡 Printing Instructions: To print to a printer, select your printer in the print dialog. If you see "Save as PDF", click the Destination dropdown and choose your printer.

New Client Tax Intake Form