Address Change
Personal Circumstances Questionnaire
What is your current occupation or business type?
This information will help us understand your income sources and potential deductions tied to your profession.
Have you added or lost any dependents in 2025?
Has your marital status changed in 2025?
Driver's License Information
Did your Driver's License Expire? If so, please provide the new details:
Primary Driver
Spouse Driver
Banking Information
For clients seeking direct deposit or direct debit services, it is important to provide specific banking information to facilitate transactions effectively. Direct deposit is commonly used for refunds, while direct debit is employed for settling balances due.
Specify whether the direct deposit is for a refund or if the direct debit is for a balance due. This clarity ensures that the funds are allocated appropriately and helps in tracking the purpose of each transaction.
For direct debit services, please indicate the preferred date for withdrawal. This allows for better cash flow management and ensures that the payment is processed on time.
Signature and Confirmation
To ensure the accuracy and completeness of the information provided in this tax client intake form, it is essential that clients understand and acceptance of the details shared. By signing below, you acknowledge that all information has been accurately reported to the best of your knowledge and that you understand the implications of providing this information for tax preparation purposes.
I, the undersigned, hereby confirm that the information provided in this tax client intake form is true, complete, and accurate to the best of my knowledge. I understand that any inaccuracies or omissions may affect my tax preparation and filing, and I accept responsibility for ensuring that all details are correct.