Tax Client Intake Form

Information you will need

• What is your filing status?
• What’s your spouse's date of birth?
• What’s your date of birth?
• CLIENT ONLY: What’s your name?
• What’s your street address?
• In what city do you live?
• In what state do you live?
• What’s your ZIP code?
• What’s your email address?
• What’s your phone number?
• Is your first dependent a student?
• Is your first dependent disabled?
• What’s your first dependent’s name?
• What’s your first dependent’s SSN?
• What’s your first dependent’s DOB?
• What’s your relationship to your first dependent?
• TAX PREPARER ONLY: What’s your name or the name of the entity you work for?
• What’s your SSN?
• What’s your occupation?
• What’s your spouse’s name?
• What’s your spouse’s street address?
• In what city does your spouse live in?
• In what state does your spouse live in?
• What’s your spouse’s ZIP code?

…and 72 more fields in the PDF.

Completed by the client.

The form includes 1 signature line.