Tax Client Intake Form 2025

Tax Client's Name *

Address

Street Address

City

State/Region/Province

Postal/Zip Code

Country

CLIENT INFORMATION

All fields marked with * are required and must be filled.

WELCOME!

To ensure we have the information we need to best serve you, please take a few minutes to fill out the form below. If you have any questions, please feel free to email us at [email protected] at any time.

Thank you,

May'Amor Tax Services Customer Care Team

Taxestogo 6 digit code

Email you registered with Taxestogo

If someone referred you, please type his or her name here.

How did you hear about us?

How would you like to receive your tax refund?

If Direct Deposit, which type of account would you like your refund deposited into?

Bank Name

Routing Number

Bank Account Number

Taxpayer Name

Last Name

Taxpayers Birthdate

dd-mm-yyyy

Taxpayer's Email *

Taxpayers Phone Number *

Taxpayers Social Security Number

IP PIN (if applicable)

Spouse's Name

Last Name

Spouse's Phone Number

Spouse's Job Title

Spouse's Social Security Number

IP PIN (if applicable)

Spouse's Birthdate

Spouse's Email

Address

PREFERRED CONTACT METHOD

Dependent #1 Name

Last Name

Middle Name

Dependent #1 Birthdate

Dependent #1 Social Security Number

IP PIN (if applicable)

What is Dependent #1's relationship to you? (Son, daughter, parent, etc.)?

How many months did Dependent #1 live with you in 2023? (If all year, enter 12)

Dependent #2 Full Name

Last Name

Middle Name

Dependent #2 Birthdate

Dependent #2 Social Security

IP PIN (if applicable)

What is Dependent #2's relationship to you? (Son, daughter, parent, etc.)?

How many months did Dependent #2 live with you in 2023? (If all year, enter 12)

Dependent #3 Full Name

Last Name

Middle Name

Dependent #3 Birthdate

Dependent #3 Social Security

IP PIN (if applicable)

What is Dependent #3's relationship to you? (Son, daughter, parent, etc.)?

How many months did Dependent #3 live with you in 2023? (If all year, enter 12)

Dependent #4 Full Name

Last Name

Middle Name

Dependent #4 Birthdate

Dependent #4 Social Security

IP PIN (if applicable)

How many months did Dependent #4 live with you in 2023? (If all year, enter 12)

What is Dependent #4's relationship to you? (Son, daughter, parent, etc.)?

What High School did you attend?

Did you receive unemployment?

Have you ever been disallowed the EITC/AOTC/CTC?

If so, when?

Signature *

Clear

Date of signature *

I am giving May'Amor Business Services LLC and/or associated affiliates permission to prepare all forms related to my tax return and I have signed all necessary forms to file my income tax return electronically. I take full responsibility for the accuracy of this client intake form and understand that Fresh Start and/or associated affiliates hold no responsibility for any misrepresentation or false claims.

UNDER PENALTIES OF PERJURY, I DECLARE THAT I HAVE EXAMINED THIS TAX RETURN, ACCOMPANYING SCHEDULES AND STATEMENTS, AND TO THE BEST OF MY KNOWLEDGE THEY ARE TRUE AND CORRECT.