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Client Intake Form

You will need:

• Tax Information such as Forms W-2, 1099, 1098, 1095.

• Social Security cards or ITIN letters for all persons on your tax return.

• Picture ID (such as a valid driver's license) for you and your spouse.​

• You are responsible for the information on your return. Please provide complete and accurate information.

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A COPY OF YOUR LAST YEAR TAX RETURNS.

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Part I – Your Personal Information (If you are filing a joint return, enter your names in the same order as last year’s return) 

Are you a U.S. Citizen?
Is your spouse a U.S. Citizen?
Check all that apply to you.
Check all that apply to your spouse.
Have you, your spouse, or dependents been a victim of tax related identity theft or been issued an Identity Protection PIN?

Part II – Marital Status and Household Information​​

As of December 31, 2023, what was your marital status?
If yes, did you get married in 2023?
Did you live with your spouse during any part of the last six months of 2023?

List the names below of:
• everyone who lived with you last year (other than your spouse)
• anyone you supported but did not live with you last year

If you need more space to list names please do so in the MORE INFORMATION BOX BELOW.

CHECK YES TO ALL THAT APPLY.
Single or Married as of 12/31/23?
CHECK YES TO ALL THAT APPLY.
Single or Married as of 12/31/23?
CHECK YES TO ALL THAT APPLY.
Single or Married as of 12/31/23?

Part III – Income – Last Year, Did You (or Your Spouse) Receive

Last Year, Did You (or Your Spouse) Receive: (CHECK ALL THAT APPLY)

Part IV – Expenses – Last Year, Did You (or Your Spouse) Pay

Last Year, Did You (or Your Spouse) Pay: (CHECK ALL THAT APPLY)

Part V – Life Events – Last Year, Did You (or Your Spouse)

Life Events – Last Year, Did You (or Your Spouse)
DO YOU HAVE MORE THAN $400 IN SELF EMPLOYED INCOME?
IS YOUR BUSINESS INCORPORATED WITH THE SATE?
IS YOUR BUSINESS INCORPORATED WITH THE SATE?
DO WE HAVE PERMISSION TO EFILE YOUR TAX RETURNS?
CLICK TO ADD FILES

Thanks for submitting!

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