TAX PREP CLIENT INTAKE FORM

Filing Status *

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

No

Are you a full-time student? (copy)

Yes

No

Do you have any one on this return who is disabled/ Has SSA Agreement Letter

Yes

No

Are you Married and filing MFJ or MFS

Yes

No

Do you have missing Tax Returns

Yes

No

Did you have all documents need to file a full return

Yes

No

Are you legally blind?

Yes

No

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

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
Social #1
Date of Birth
Name
Date of Birth
Social
Name
Date of Birth
Social

Explain your Tax Situation in detail here - Any past changes - Updates - Missing Returns - Divorces - Etc...

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

Yes

No

GENERAL EXPENSES:

Enter the following expenses total amount Only if you have a proof for small business owners only.

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

ACKNOWLEDGMENT & SIGNATURE

I confirmed that all information I entered here is accurate and true.
I allow ABC Financial 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 ABC Financial.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

Date Signed

Taxpayer Signature

Clear

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.