TAX PREP CLIENT INTAKE FORM Questionnaire

Please select the year(s) you wish to file? (Select all that apply)

2022

2023

2024

2025

Primary Information

Full Name *

Enter First Name, Middle name, and Last Name

Email *

Enter an email that you have access to

Phone *

Occupation *

Phone Number *

Last four of primary tax payer social security number *

Tax Situation

Do you have any dependents? *

Yes

Did you have any self-employment or side-gig income? *

Yes

Did you attend college OR receive a Form 1098-T for school expenses? *

Yes

Have you ever had the IRS deny or reduce EIC, CTC/ACTC, ODC, or AOTC? *

Yes

Unsure

Did you have Marketplace Health Insurance (Obamacare)? *

Yes

Did the IRS require you to file Form 8862 to claim that credit again? *

Yes

Unsure

Additional Questions

Have you included all income you received this year (jobs, gig work, cash, unemployment, etc.)?

Yes

Is everything you are submitting true, correct, and complete to the best of your knowledge?

Yes

Due Diligence Questions:

Did each dependent live with you more than half the year?

Yes

If no please explain

Is each dependent related to you (child, sibling, grandchild, etc.)?

Yes

Could someone else possibly claim any dependent?

Yes

Do you have records or screenshots showing your income?

Yes

Do you have receipts or proof of business expenses?

Yes

Did you receive any 1099 forms for this work?

Yes

Do you have your 1098-T form available to upload?

Yes

Did you pay any tuition, books, or required course fees this year?

Yes

Were you unmarried or considered unmarried on December 31?

Yes

Did you pay over half the cost of maintaining your home?

Yes

Did a qualifying person live with you more than half the year?

Yes

Refund Information

If a refund is due, please answer the follwing questions.

Are you interested in applying for a refund advance up to $7,000?

Yes

Are you interested in the $0 upfront tax prep filing option?

Yes

ACKNOWLEDGMENT & SIGNATURE

Taxpayer Signature

Clear

Spouse Signature

Clear

Date Signed

I confirmed that all information I entered here is accurate and true.
I allow my tax preparer 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.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
By signing you also agree that you understand and agree to client engagement agreement

By submitting this form, you agree to receive text messages and phone calls from our business, including automated, pre-recorded, or AI-generated voice calls. You also consent to receive marketing communications, updates, and reminders related to our services. Message and data rates may apply. You can opt out at any time by replying STOP to text messages or by contacting us directly to be removed from future communications.

Consent to Use/Consent to Disclose :

By checking this box, I give consent to my assigned tax preparer to collect, store, and use my personal and financial information for the purpose of preparing and filing my tax return(s). I also consent to the disclosure of this information to third parties (such as the IRS, state tax agencies, and banking partners) as required by law or necessary for the completion of my return.

✨ Quick Note: This form is just the first step in getting you set up for a smooth tax season. Your return won’t be filed until you’ve booked your appointment, had your consultation, and given us the green light to move forward. We’ll walk you through everything — stress-free.