TAX PREP CLIENT INTAKE FORM

TAXPAYER INFORMATION:

Full Name *

Date of birth

Phone *

Email *

Address

Street Address

City

State

Country

Postal code

Occupation *

Are you a full-time student?

Yes

Are you totally and permanently disabled?

Yes

Are you legally blind?

Yes

SPOUSAL INFORMATION

Spouse Full Name *

Spouse Date Of Birth *

Phone Number *

Email Address *

Address *

Street Address
City
State/Province
Postal/Zip Code

Spouse Occupation

Are they a full-time student?

Yes

Are they totally and permanently disabled?

Yes

Are they legally blind?

Yes

Are they your dependent?

Yes

BUSINESS INFORMATION:

Do you and/or your spouse currently own a business? *

Do you need to file a business tax return? *

Business Name:

Business Start Date

Business Structure (LLC, S-Corp, C-Corp)

DEPENDANTS:

Enter your dependents here

Name
Name
Name
Name
Name

TAX RELATED QUESTIONS:

Employment Status

Are you contributing to 401k or other pre-tax account?

Yes

Is this your first time opening a pre-tax account?

Yes

Are you currently renting?

Yes

What is the monthly rental amount?

GENERAL EXPENSES:

Enter the following expenses total amount

Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses

Total Expenses

Did you make Estimated Tax Payments?

Total Estimated Tax Payments:

Did you make an Extension Payment?

Extension Payment Amount:

Upload all required tax documents: (Government-issued Photo ID or Passport (unexpired) for Taxpayer, Spouse and Dependents, Prior Year Tax Return if you're a new client, W-2, 1099s, 1098-T, 1095-A, Retirement, SSA, Dependent childcare Documentation, Mortgage Statements and all other supporting documents)

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

ACKNOWLEDGMENT & SIGNATURE

I confirmed that all information I entered here is accurate and true.
I allow Better Business Heroes, LLC to capture my sensitive data like personal id, government id, social security number (SSN), and other information.
I have read the terms and conditions and privacy policy of Better Business Heroes, LLC.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

Taxpayer Signature: *

Clear

Agreement: Today's Date:

Today's Date:

Spouse Signature:

Clear

Agreement: Today's Date:

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