Client Intake Form

This Intake Form is for tax year 2024 ONLY. If you require assistance for tax years other than the current year, please DO NOT complete this form. Instead, please close this window and contact us regarding prior year intake.

Do you have ALL of your tax documents? Keep in mind we CANNOT submit your return until all documents have been received by our office.

Yes

No

Filing Status

Head of Household

Single

Married Filing Jointly

Married filing separately

Primary Taxpayer's First name

Primary Taxpayers Last Name

Please provide your email address

Primary Taxpayer's Address

Primary Cell Phone Number

Please list your cell phone carrier

Primary Occupation

Primary Taxpayer Date of Birth

Month

Day

Year

Primary Taxpayer Social Security Number

Were you married as of 12/31

Yes

No

Can you be claimed as another dependent on another tax return?

Yes

No

Upload Identity Protection Pin Letter

Upload your Social Security Card

Upload Driver's License/ Identification Card