Tax Preparation & Services | Serving Nationwide

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Thank you for taking time to complete your Client Questionnaire. For new clients, this information is critical to ensure we accurately file your tax return. Our team will contact you with your quote within 24-48 hours.

This questionnaire may take you up to 20 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form.

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Taxpayer Name

Taxpayer First Name

Taxpayer Last Name

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Taxpayer Address

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Taxpayer Date of Birth

Taxpayer Social Security Number

Taxpayer Phone Number

Taxpayer Occupation

Taxpayer Sex

Male

Female

Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?

Yes

No

What is your filing status?

Single

Head of Household

Married filling Jointly

Married filling Separately

Taxpayer Email

Can another taxpayer claim you as a dependent on their tax return?

Yes

No

Will you be filing a tax return with your Spouse?

Yes

No

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Spouse Name

First Name

Last Name

Spouse Date of Birth

Spouse Social Security Number

Spouse Phone Number

Spouse Occupation

Spouse Sex

Male

Female

Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?

Yes

No

Spouse Email

Taxpayer Photo Identification

Upload File

Taxpayer Social Security Card

Upload File

Taxpayer Income Documents (W-2, 1099 etc)

Upload File

Spouse Photo Identification

Upload file

Spouse Social Security Card

Upload file

Spouse Income Documents (W-2, 1099 etc) (Upload or drag file here)

Upload File

Did the taxpayers income drop significantly before?

Yes

No

Do you have any dependents you will claim on your tax return?

Yes

No

How many dependents will you claim on your tax return?

No dependent

1 dependent

2 dependents

3 or more dependents

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Dependent Name

Dependent First Name

Dependent Last Name

Date Of Birth

Sex

Male

Female

Social Security Number

Do you have more Dependents? Drop their information here (Full Name, Date of Birth & Social Security Number)

Have you ever been disallowed for EITC/AOTC/CTC?ACTC?

Yes

No

Do you owe any back child support?

Yes

No

Do you owe any back taxes?

Yes

No

Are there any liens or student loans that could threaten your return?

Yes

No

Did you receive Obamacare plan in 2022?

Yes

No

Would you like a cash advance with your 2023 return?

Yes

No

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Please be advised that upon approval of your cash advance there will be a $75 fee, due upon submission.

2022 Tax Intake Form

Client Questionnaire