Client Intake Form

LETS GATHER SOME Details to Help Us Serve You Better

We value confidentiality. Our secure and encrypted client intake form allows us to gather key information about you, your household, and your financial situation. This helps us streamline the tax preparation process, identify eligible deductions and credits, and provide you with the most accurate and efficient service.

Personal Information

First Name *

M.I.

Last Name *

Suffix

Social Security Number *

Birthdate

U.S. Citizen? *YesNo

Occupation *

Email Address *

Phone *

Will someone else claim you as a dependent or qualifying child for the EITC on their tax return? *YesNo

Spouse's First Name *

Spouse's M.I.

Spouse's Last Name *

Spouse's Suffix

Spouse's Social Security Number *

Spouse's Birthdate

Is Spouse a U.S. Citizen? *YesNo

Spouse's Occupation *

Spouse's Email Address

Spouse's Phone *

Street Address *

Apartment, suite, etc

City *

State/Province *We do not service California, Connecticut, Illinois, Maryland, Nevada, New York, and Oregon

ZIP / Postal Code *

If due a refund, how would you like to receive your refund? *Direct DepositDebit Card

Bank Name *

Routing Number *

Account Number *

Do you have any dependents or qualifying person(s) to claim on your return? *YesNo

Dependents or Qualifying Person(s)Individuals who rely on you for your support and reside in your house generally qualify for dependent tax exemptions.

First Name *

M.I.

Last Name *

Suffix

Social Security Number *

Birthdate *

U.S. Citizen? *YesNo

Relationship *

Do you have an IP pin?YesNo

What is your IP Pin? *

Income

Expenses and Tax Related Events

Did you or someone in your family took educational classes (technical school, college, job related, etc.)? *YesNo

Supporting Documentation

How would you like to provide supporting documentation? *Use this formUse TaxesToGo Mobile AppUse our Customer Portal

Download Our Taxestogo Mobile Application

If you prefer to scan and send us your supporting documents using your mobile phone to securely send us your documents, please use the TaxesToGo application; otherwise, you may use fields in this form to provide the information. The app also allows you to chat with your tax preparer in real-time and electronically sign tax return documents.

Scan to Download Our TaxesToGo App

Accessing the Customer Portal

You will receive a link via email or text prompting you to log into the secure customer portal where you can proceed with uploading your documents and sign tax return documents.

How would you like to receive the link to the customer portal? *EmailText

Driver's License / Identification Card

No file chosen

W2(s)

No file chosen

Social Security Card

No file chosen

1099(s) - Self-Employed, Gambling Winnings, etc.

No file chosen

1095(s) - Healthcare

No file chosen

Previous Year 's Tax Return (if available)

No file chosen

Misc FilesAny additional documentation you wish to provide

No file chosen

Additional CommentsList any additional information you think your preparer may need