Returning Tax Client Intake Form

Address Change

1. Has your primary address changed in 2025? *

Yes

No

Please select an option

Additional details about address change (if any):

If you answered "Yes," please complete the following fields with your new address information:

New Address *

City *

State *

ZIP Code *

Personal Circumstances Questionnaire

Occupation or Business Type

What is your current occupation or business type?

This information will help us understand your income sources and potential deductions tied to your profession.

Dependents

Have you added or lost any dependents in 2025?

Added

Lost

None

Additional details about dependents (if any):

Marital Status Changes in 2025

Has your marital status changed in 2025?

Yes

No

Driver's License Information

Did your Driver's License Expire? If so, please provide the new details:

Primary Driver

Driver's License #

Issue Date

Expire Date

State

Spouse Driver

Driver's License #

Issue Date

Expire Date

State

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.

Bank Name

Routing Number

Account Number

Account Type

Purpose of Transaction

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.

Refund (Direct Deposit)

Balance Due (Direct Debit)

Date for Withdrawal (if applicable)

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.

By providing complete and accurate banking information, clients can ensure a seamless transaction process, minimizing the risk of errors and delays. It is recommended to review all entries carefully before submission to guarantee that all details are correct.

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.

Confirmation Statement

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.

Signature:

Date: