Tax Year 2024 Intake form

Welcome to MM Tax Services!Thank you for choosing us for your tax needs. To ensure a smooth and efficient process, please complete the following questions accurately. Our standard turnaround time is 48 hours, excluding Sundays.We appreciate your trust in MM Tax Services and look forward to assisting you!

Tax Professional

Full Name *

Date of birth *

Social Security Number *

Email Address *

Phone Number *

Address *

Street Address

City

State

Country

Postal code

Preferred Contact Method *

Filing Status *

Spouse Information

Full Name

Birth Date

Dependents Information

1 How many Dependents?

2 Returning Clients: Please list all dependents already on file. Please only list new dependents below.

Dependent 1 Relationship

Dependent 1 Name

Dependent 1 Social Security Number

Dependent 1 Birthdate

Dependent 2 Relationship

Dependent 2 Name

Dependent 2 Social Security Number

Dependent 2 Birthdate

Dependent 3 Relationship

Dependent 3 Name

Dependent 3 Social Security Number

Dependent 3 Birthdate

Dependent 4 Relationship

Dependent 4 Name

Dependent 4 Social Security Number

Dependent 4 Birthdate

Did you provide more than half support?

Did you pay and childcare expenses? If yes, please upload documents.

Questionnaire

Are you self-employed or Household employee?

Did you receive any w2 or 1099 income information?

Did you earn any interest, dividends, or sell any stocks or bonds?

Did you receive health insurance? If marketplace, please upload documents.

Did you pay for higher education expenses for yourself or a dependent?

Did you make charitable donations?

Did you make charitable donations? If yes, upload proof.

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

Did you file a tax return last year?

Would you like to apply for a refund advance loan up to $7500?

Do you have any questions or additional items to discuss during your tax preparation?

Do you have someone you want to refer? List their name and phone number.

Upload Documents

Identification

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

Income

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

Other Files

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

Tax Year 2024 Intake form

Spouse Information

Dependents Information

Questionnaire

Upload Documents

Thank-you for filling out the questionnaire, looking for to seeing you at the session!