TAX PREP CLIENT INTAKE FORM

Filing Status *

Would you like to apply for the Tax Advance? Up to $9500 *

Yes

No

How would you like your Advance/Refund to be deposited when ready? *

Check

Direct Deposit

Pre Paid Card

Direct Deposit Info

Bank Name

Routing Number

Account Number

TAXPAYER INFORMATION:

Full Name *

Date of birth

Phone *

Email *

Ip Pin

Address

Street Address

City

State

Country

Postal code

Occupation

Are you a full-time student?

Yes

No

Are you totally and permanently disabled?

Yes

No

Are you legally blind?

Yes

No

SPOUSAL INFORMATION

Spouse Full Name

Spouse Date Of Birth

Phone Number

Email Address

Spouse Ip Pin

Address

Street Address
City
State/Province
Postal/Zip Code

Spouse Occupation

Are they a full-time student?

Yes

No

Are they totally and permanently disabled?

Yes

No

Are they legally blind?

Yes

No

Are they your dependent?

Yes

No

DEPENDANTS:

Enter your dependents here

Name & DOB
Name & DOB
Name & DOB
Name & DOB
Name & DOB

DOCUMENT UPLOAD SECTION

Upload your Government-Issued ID

Social Security Card

Upload W-2, 1099, or Other Income Verification Documents

Dependents Birth Certificates

Dependents Social Security Cards

Business Documents (DBA, Receipts, Logs, Invoices, or Price Lists – If Applicable)

Form 1098 – Mortgage Interest (Homeowners Only)

Form 1098 T – College/ Tuition or Day Care Receipts*

Form 1099-G – Unemployment Benefits (If Applicable)

Previous Year 1040 (Required for Amendments)

BUSINESS EXPENSES:

Are you a business owner?

Yes

No

Business Name

Business Address

What is the nature of your business?

Business EIN

Enter the following expenses total amount

Advertising
Contract Labor
Commission and fees
Depletion
Employee benefit programs
Legal and professional services
Office expense
Pension and profit sharing
Rent or lease of equipment
Rent or lease of property
Repairs and maintenance
Supplies
Taxes and licenses
Meals
Utilities
Wages
Insurance

ACKNOWLEDGMENT & SIGNATURE

I confirm that all information I entered is accurate and complete to the best of my knowledge.
I authorize All-Star Solutions to collect, store, and use my personal and sensitive information, including but not limited to identification documents, tax records, and Social Security Number (SSN), solely for the purpose of tax preparation and related services.
I understand that providing incomplete or inaccurate information may delay processing or affect the accuracy of my tax return.
By signing below, I acknowledge that I have read and understand my responsibilities as a taxpayer and the scope of services provided by All-Star Solutions.

Date Signed *

Taxpayer Signature *

Clear

By checking this box, you agree to receive SMS messages from All Star Solutions related to follow up messages and appointment reminders. You may reply STOP to opt out at any time. Reply HELP to 856-504-8024 for assistance. Messages and data rates may apply. Message frequency will vary. Learn more on our Privacy Policy page and Terms & Conditions.

I have read, understand, and agree to the Terms & Conditions, including service scope, fees, timelines, and policies. I acknowledge that I am legally bound by these terms.

Terms and Conditions | Privacy Policy