2025-2026 New Client Tax Intake Form

Personal Information

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

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 *

Tax Questions

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

No

College Student?

Yes

No

Income & Expense Information

Please check all income types and expenses that apply to you for the 2025-2026 tax year:

Business Ownership

Partnership

S Corporation

C Corporation

LLC

Sole Proprietor

Injured Spouse? If so, which spouse owes the debt:

Taxpayer

Spouse

None

Any other significant information (Identity Protection PIN, special circumstances, etc.)

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

Declaration & Signatures

📝 I verify that all information I have provided to my tax preparer is to the best of my knowledge.

Taxpayer Signature:

Date:

Whom can we thank for referring you to our office?

How did you hear about us?

New Client Tax Intake Form

📋 Required Documents