Tax preparation client intake form 1Personal Information2Spouse Information3Any Dependents?4Dependents Information5Properties Information6Insurance Information7Income Information8Labor Expense9Administrative Expense10Operations Expenses11Final Message Personal InformationFull Name:(Required) First Last Date of Birth:(Required) MM slash DD slash YYYY Occupation:(Required) Phone Number:(Required)Social Security Number:(Required) We are protected by SSL (https), All information is encrypted.Full Address:(Required) Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Driver ID: Yes No Attach yor driver license:Max. file size: 1 GB.Client Email:(Required) Filing status(Required) Married Filing Jointly Single Married Filing Separately Head of Household Qualifying Surviving Spouse I'm not sure - help me decide Spouse InformationFull Name:(Required) First Last Date of Birth:(Required) MM slash DD slash YYYY Occupation:(Required) Social Security Number:(Required) We are protected by SSL (https), All information is encrypted.Address:(Required) Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Any Dependents?Do you have any dependents or qualifying children? Yes No How Many? 1 2 3 4 DependentsName:(Required) First Date of Birth:(Required) MM slash DD slash YYYY Social Security Number:(Required) Relationship:(Required) Name:(Required) First Date of Birth:(Required) MM slash DD slash YYYY Social Security Number:(Required) Relationship to Taxpayer:(Required) Name:(Required) First Date of Birth:(Required) MM slash DD slash YYYY Social Security Number:(Required) Relationship to Taxpayer:(Required) Name:(Required) First Date of Birth:(Required) MM slash DD slash YYYY Social Security Number:(Required) Relationship to Taxpayer:(Required) PropertiesBoat Yes No Boat Property document:(Required)Max. file size: 1 GB.Brand: Model: Cost: Miles: Electric car: Yes No Electric Car Property document:(Required)Max. file size: 1 GB.Brand: Model: Cost: Miles: Solar panels:(Required) Yes No Solar Panel Property document:(Required) Drop files here or Select files Max. file size: 1 GB. Brand: Model: Cost: Own house:(Required) Yes No House Property document:(Required)Max. file size: 1 GB.Retirement fund:(Required) Yes No Investment:(Required) Yes No Vehicle:(Required) Yes No Vehicle Property document:(Required)Max. file size: 1 GB.Brand: Model: Cost: Miles: Vehicle 2:(Required) Yes No Vehicle 2 Property document:(Required)Max. file size: 1 GB.Brand: Model: Cost: Miles: InsuranceIndicate if you have insurance policy.(Required) Yes No Please upload your 1095 Form.(Required) Drop files here or Select files Max. file size: 1 GB. IncomesIndicate if you have W2 form.(Required) Yes No Please upload your W2 Form.(Required) Drop files here or Select files Max. file size: 1 GB. Indicate if you have NEC 1099.(Required) Yes No Please upload your NEC 1099.(Required) Drop files here or Select files Max. file size: 1 GB. Do you own your own business/work for yourself?(Required) Yes No If you are self-employed, you can attach bank statements as proof.(Required) Drop files here or Select files Max. file size: 1 GB. Labor ExpenseContract Labor: Commissions and Fees: Wages: Employee Benefit Programs: (including health insurance)Pension / Profit-Sharing Plans: Administrative ExpenseRepairs and Maintenance: Insurance: (other than health insurance)Business Travel: Taxes and Licenses: Legal / Professional Services: Operations ExpensesSupplies: Advertising: Office Expense: Utilities: Equipment Rent: Other Rent: Mortgage Interest: Other Interest: Depletion: OTHERS An operator will receive your form and assist you. If you need to send an additional comment, please feel free to use the message field below.Message:
