CLIENT INFORMATION INTAKE FORM

Please fill out the following form to provide essential details for accurate tax preparation. This information will help us understand your personal and financial situation to ensure a thorough and comprehensive tax return. All provided information will be treated with strict confidentiality.

PERSONAL INFORMATION:
Name Name First Last
Social Security Number (SSN)
Date of Birth Date of Birth / MM / DD YYYY
Address Address
Street Address Address Line 2 City State / Province / Region Postal / Zip Code Country
Phone Phone - ### - ### ####
Email
FILING STATUS:
Select here
SPOUSE INFORMATION:
Name Name First Last
Social Security Number (SSN)
Date of Birth Date of Birth / MM / DD YYYY
DEPENDENTS:
Full Name
Relationship
Date of Birth
SSN
INCOME SOURCES:
WAGES AND SALARIES

WAGES AND SALARIES Yes No
Employer Name Employer Name First Last
W-2 Form (Attach copies)

Attach Files
SELF-EMPLOYMENT INCOME

SELF-EMPLOYMENT INCOME Yes No
Business Name
EIN or SSN (if applicable)
Income and Expense Details (attach Schedule C or profit and loss statement)

Attach Files
RENTAL INCOME

RENTAL INCOME Yes No
Property Address(es)
Rental Income Details (attach Schedule E or rental income summary)

Attach Files
INVESTMENT INCOME

INVESTMENT INCOME Yes No
Interest, Dividends, and Capital Gains (attach relevant statements or Forms 1099)

Attach Files
RETIREMENT INCOME

RETIREMENT INCOME Yes No
Pension, IRA Distributions, or Social Security (attach relevant statements or Forms 1099-R, SSA-1099)

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OTHER INCOME

OTHER INCOME Yes No
Please specify
Alimony, Unemployment, Royalties, etc. (attach relevant documentation)

Attach Files
OTHER JOBS:
Please specify
W-2 Form (Attach copies)

Attach Files
Please specify
W-2 Form (Attach copies)

Attach Files
DEDUCTIONS:
Home Mortgage Interest (attach Form 1098)

Attach Files
Property Taxes (attach relevant statements)

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Medical Expenses (provide summary or supporting documentation)

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Charitable Contributions (provide summary or supporting documentation)

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State and Local Taxes Paid (attach relevant statements)

Attach Files
Education Expenses (attach Form 1098-T or relevant statements)

Attach Files
Other Deductions (specify and attach relevant documentation)

Attach Files
PRIOR-YEAR TAX INFORMATION:
Provide a copy of your prior-year tax return (if applicable)

Attach Files
Please ensure all information provided is accurate and complete. Attach copies of relevant documents and statements to support the income and deduction details.
If you have additional information or any specific circumstances to consider, please include them as well.
Additional File/s

Attach Files
Draw your signature into the box below.

Draw or Type

I understand this is a legal representation of my signature. Clear

Full Name

I understand this is a legal representation of my signature.
Thank you for your cooperation. We will review the provided information to prepare your tax return accurately. If we require any further details or documents, we will contact you promptly.

CLIENT INFORMATION INTAKE FORM

CLIENT INFORMATION INTAKE FORM

PERSONAL INFORMATION:

FILING STATUS:

SPOUSE INFORMATION:

DEPENDENTS:

INCOME SOURCES:

OTHER JOBS:

DEDUCTIONS:

PRIOR-YEAR TAX INFORMATION:

Please ensure all information provided is accurate and complete. Attach copies of relevant documents and statements to support the income and deduction details.

Thank you for your cooperation. We will review the provided information to prepare your tax return accurately. If we require any further details or documents, we will contact you promptly.